RDVY — FIRST TR EXCHANGE-TRADED FD

Ownership history in Key Client Fiduciary Advisors, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Key Client Fiduciary Advisors, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (RDVY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.24% (2024 Q2)
Avg. % of fund
5.59%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 282,669 -9,561 -3.3% 6.70% $19.6M $69.47
2025 Q3 ADDED 292,230 +575 +0.2% 6.51% $19.7M $67.07
2025 Q2 REDUCED 291,655 -1,636 -0.6% 7.40% $18.3M $62.42
2025 Q1 REDUCED 293,291 -1,059 -0.4% 7.81% $17.2M $58.08
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    RDVY price (monthly, adj. close)

Other funds also holding RDVY

As of 2025 Q4 — sorted by position size

BELLEVUE ASSET MANAGEMENT, LLC 3Y 33.07% Horizon Advisory Services, Inc. 19.37% Ascension Capital Advisors, Inc. 3Y 13.86% Spectrum Wealth Advisory Group, LLC 3Y 13.66% INTEGRITY WEALTH ADVISORS, INC. 12.71% Rise Advisors, LLC 3Y 10.92% Traction Financial Partners, LLC 9.71% ODonnell Financial Services, LLC 3Y 8.48% Hobart Private Capital, LLC 3Y 6.84% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 6.57%
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