RDVI β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in Second Half Financial Partners, LLC  Β·  9 quarters on record

AI Ownership Summary

Second Half Financial Partners, LLC reported FIRST TR EXCHANGE-TRADED FD (RDVI) in 9 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 8.7% in 2024 Q4. The latest visible filing shows RDVI at 7.32% 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 RDVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Second Half Financial Partners, LLC'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
2025 Q4

RDVI was reported at 7.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.7% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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.

RDVI stock page Second Half Financial Partners, LLC fund profile Second Half Financial Partners, LLC full holdings
How Second Half Financial Partners, LLC held RDVI β€” position size vs. price
% of Fund (quarterly)    RDVI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 628,118 β€” 0% 7.32% $16.5M 2026-02-14 (Est.) $26.48
2025 Q3 REDUCED 628,118 -6,072 -1.0% 7.15% $16.2M 2025-11-12 $24.93
2025 Q2 ADDED 634,190 +13,759 +2.2% 7.38% $15.7M 2025-07-25 $23.52
2025 Q1 REDUCED 620,431 -114,230 -15.5% 7.30% $14.7M 2025-05-07 $21.46
2024 Q4 ADDED 734,661 +347,438 +89.7% 8.70% $17.8M 2025-02-14 $22.87
2024 Q3 REDUCED 387,223 -13,379 -3.3% 5.06% $9.5M 2024-11-08 $22.81
2024 Q2 ADDED 400,602 +133,132 +49.8% 7.50% $9.4M 2024-08-08 $20.12
2024 Q1 ADDED 267,470 +75,679 +39.5% 2.91% $6.5M 2024-05-09 $20.13
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding RDVI

As of 2026 Q1 β€” sorted by position size

ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 4.54% Echo Wealth Management, LLC 3Y 4.52% Clarus Group, Inc. 3Y 3.96% Aurora Private Wealth, Inc. 3Y 3.36% RiverTree Advisors, LLC 3Y 2.48% StoneCrest Wealth Management, Inc. 1.94% Trueblood Wealth Management, LLC 1.68% John W. Brooker & Co., CPAs 3Y 1.63% G&S Capital LLC 3Y 7Y 1.42% Boyce & Associates Wealth Consulting, Inc. 3Y 1.4%

FAQ About Second Half Financial Partners, LLC and RDVI

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

How long has Second Half Financial Partners, LLC reported owning RDVI?

Second Half Financial Partners, LLC reported RDVI across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported RDVI position in Second Half Financial Partners, LLC's portfolio?

The largest reported portfolio weight for RDVI was 8.70% in 2024 Q4.

What is the latest reported RDVI position on this page?

The most recent filing on this page is 2025 Q4, when Second Half Financial Partners, LLC reported 628,118 shares, equal to 7.32% of portfolio, with an estimated market value of $16.5M.

What does the chart on this RDVI ownership page compare?

The chart compares Second Half Financial Partners, LLC's quarterly RDVI 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.

← Back to Second Half Financial Partners, LLC Holdings