Ritter Daniher Financial Advisory LLC / DE RDVY β€” FIRST TR EXCHANGE TRADED FD

Ownership history in Ritter Daniher Financial Advisory LLC / DE  Β·  3 quarters on record

AI Ownership Summary

Ritter Daniher Financial Advisory LLC / DE reported FIRST TR EXCHANGE TRADED FD (RDVY) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.25% in 2026 Q1. The latest visible filing shows RDVY at 1.25% 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.

What this RDVY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ritter Daniher Financial Advisory LLC / DE'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 1.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% 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
2025 Q3 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.

How Ritter Daniher Financial Advisory LLC / DE held RDVY β€” position size vs. price
% of Fund (quarterly)    RDVY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 108,266 +3,345 +3.2% 1.25% $7.4M 2026-05-06 $75.37
2025 Q4 ADDED β€” β€” β€” 104,921 +3,081 +3.0% 1.22% $7.3M 2026-02-10 $72.29
2025 Q3 INITIATED β€” β€” β€” 101,840 β€” β€” 1.21% $6.8M 2025-11-03 $66.80

FAQ About Ritter Daniher Financial Advisory LLC / DE and RDVY

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

How long has Ritter Daniher Financial Advisory LLC / DE reported owning RDVY?

Ritter Daniher Financial Advisory LLC / DE reported RDVY across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported RDVY position in Ritter Daniher Financial Advisory LLC / DE's portfolio?

The largest reported portfolio weight for RDVY was 1.25% in 2026 Q1.

What is the latest reported RDVY position on this page?

The most recent filing on this page is 2026 Q1, when Ritter Daniher Financial Advisory LLC / DE reported 108,266 shares, equal to 1.25% of portfolio, with an estimated market value of $7.4M.

What does the chart on this RDVY ownership page compare?

The chart compares Ritter Daniher Financial Advisory LLC / DE'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.

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