RDVI — FIRST TR EXCHANGE-TRADED FD

Ownership history in SILVER OAK SECURITIES, INCORPORATED  ·  8 quarters on record

This page tracks every 13F SEC filing in which SILVER OAK SECURITIES, INCORPORATED reported a position in FIRST TR EXCHANGE-TRADED FD (RDVI). 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
0.77% (2025 Q3)
Avg. % of fund
0.48%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 430,969 +30,945 +7.7% 0.77% $11.4M $25.87
2025 Q3 ADDED 400,024 +55,203 +16.0% 0.77% $10.3M $24.95
2025 Q2 ADDED 344,821 +112,862 +48.7% 0.69% $8.5M $23.35
2024 Q4 ADDED 231,959 +132,172 +132.5% 0.52% $5.6M $21.93
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    RDVI price (monthly, adj. close)

Other funds also holding RDVI

As of 2025 Q4 — sorted by position size

Second Half Financial Partners, LLC 3Y 7.32% Luken Investment Analytics, LLC 3Y 6.61% Echo Wealth Management, LLC 3Y 5.14% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 4.72% Clarus Group, Inc. 3Y 4.1% Aurora Private Wealth, Inc. 3Y 3.21% Argent Advisors, Inc. 3Y 3.19% Oxford Wealth Group, LLC 3.07% Atlas Private Wealth Advisors 3Y 2.84% Meadow Creek Wealth Advisors LLC 3Y 2.83%
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