Kaydan Wealth Management, Inc. RDVY — FIRST TR EXCHANGE-TRADED FD

Ownership history in Kaydan Wealth Management, Inc.  ·  14 quarters on record

AI Ownership Summary

Kaydan Wealth Management, Inc. reported FIRST TR EXCHANGE-TRADED FD (RDVY) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.45% in 2026 Q1. The latest visible filing shows RDVY at 0.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RDVY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kaydan Wealth Management, Inc.'s position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RDVY was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RDVY stock page Kaydan Wealth Management, Inc. fund profile Kaydan Wealth Management, Inc. full holdings
How Kaydan Wealth Management, Inc. held RDVY — position size vs. price
% of Fund (quarterly)    RDVY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 19,612 +460 +2.4% 0.45% $1.3M 2026-04-29 $74.19
2025 Q4 ADDED — — — 19,152 +275 +1.5% 0.39% $1.3M 2026-01-12 $72.38
2025 Q3 ADDED — — — 18,877 +59 +0.3% 0.36% $1.3M 2025-10-17 $65.75
2025 Q2 ADDED — — — 18,818 +414 +2.2% 0.39% $1.2M 2025-07-11 $62.80
2025 Q1 ADDED — — — 18,404 +207 +1.1% 0.35% $1.1M 2025-04-17 $54.08
2024 Q4 ADDED — — — 18,197 +405 +2.3% 0.36% $1.1M 2025-01-16 $60.98
2024 Q3 REDUCED — — — 17,792 -303 -1.7% 0.31% $1.1M 2024-10-16 $59.31
2024 Q2 REDUCED — — — 18,095 -556 -3.0% 0.35% $991K 2024-07-11 $54.66
2024 Q1 ADDED — — — 18,651 +206 +1.1% 0.36% $1.0M 2024-04-12 $52.47
2023 Q4 ADDED — — — 18,445 +145 +0.8% 0.39% $953K 2024-01-16 $48.79
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RDVY

As of 2026 Q1 — sorted by position size

Horizon Advisory Services, Inc. 18.77% LIBERTY SQUARE WEALTH PARTNERS LLC 15.34% Spectrum Wealth Advisory Group, LLC 3Y 7Y 13.51% Ascension Capital Advisors, Inc. 3Y 12.58% INTEGRITY WEALTH ADVISORS, INC. 12.36% Rise Advisors, LLC 3Y 11.46% Traction Financial Partners, LLC 10.0% Sentinel Advisory Group, LLC 8.86% tru Independence LLC 3Y 8.69% ODonnell Financial Services, LLC 3Y 8.51%

FAQ About Kaydan Wealth Management, Inc. and RDVY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kaydan Wealth Management, Inc. reported owning RDVY?

Kaydan Wealth Management, Inc. reported RDVY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RDVY position in Kaydan Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for RDVY was 0.45% in 2026 Q1.

What is the latest reported RDVY position on this page?

The most recent filing on this page is 2026 Q1, when Kaydan Wealth Management, Inc. reported 19,612 shares, equal to 0.45% of portfolio, with an estimated market value of $1.3M.

What does the chart on this RDVY ownership page compare?

The chart compares Kaydan Wealth Management, Inc.'s quarterly RDVY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kaydan Wealth Management, Inc. time their RDVY position?

Based on 13F filing dates vs. subsequent RDVY price moves, Kaydan Wealth Management, Inc. correctly timed 7 out of 13 reported position changes (54%). The annualised alpha on RDVY relative to SPY over the holding period was -3.2%.

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