Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (RDVI)

314 + Investors. Track Smart Money conviction in RDVI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +38
Streak
11Q ▲
Buyers last Q
76%

Smart Money Signals — RDVI

Based on 316 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added RDVI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
316 hedge funds hold RDVI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q
+78 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 76% buying

232 buying75 selling
Last quarter: 232 funds were net buyers (51 opened a brand new position + 181 added to an existing one). Only 75 were sellers (62 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new RDVI position: 27 → 47 → 33 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 29% new

■ 39% conviction (2yr+) ■ 32% medium ■ 29% new
Of the 316 current holders: 123 (39%) held >2 years, 102 held 1–2 years, and 91 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +22% but shares only +7% — price-driven

Value
+22%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

42 → 27 → 47 → 33 → 51 new funds/Q
New funds entering each quarter: 27 → 47 → 33 → 51. A growing number of institutions are discovering RDVI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 38% veterans, 38% new entrants

■ 38% veterans ■ 23% 1-2yr ■ 38% new
Of 316 current holders: 121 (38%) held 2+ years, 74 held 1–2 years, 121 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
14 of 316 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RDVI

In 2026 Q2, 232 hedge funds were net buyers of RDVI (51 opened a new position, 181 added to an existing one), while 75 reduced or exited (62 trimmed, 13 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in RDVI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +38 funds (more new holders than closures). Total institutional holders: 316.

Hedge Fund Ownership: RDVI

How many hedge funds hold RDVI — quarterly history vs. share price
Quarterly hedge fund ownership of RDVI vs. share price

Market Analysis: RDVI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RDVI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 8 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: RDVI
314 + Investors

Track Smart Money conviction in RDVI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 314 278 12.95%
13F Shares 70M 66M 6.13%
Total Value $1.99B $1.65B 21.27%
New Positions 49 33 +16
Increased Positions 181 166 +15
Closed Positions 13 30 -17
Reduced Positions 62 60 +2
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RDVI

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Institutional Holders (2026 Q2)

314 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RDVI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 RDVI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bullseye Investment Management, LLC 8.80% 609,066 $17.9M
2 Second Half Financial Partners, LLC 7.57% 628,118 $18.5M
3 Cooper Capital Advisors LLC 6.21% 486,689 $14.3M
4 Echo Wealth Management, LLC 4.96% 330,875 $9.7M
5 Elevation Advisory Partners LLC 4.91% 165,647 $4.8M
6 Clarus Group, Inc. 4.24% 425,643 $12.5M
7 Adamsbrown Wealth Consultants LLC 3.80% 686,102 $20.2M
8 Oxford Wealth Group, LLC 3.26% 248,184 $7.3M
9 Meadow Creek Wealth Advisors LLC 3.26% 181,531 $5.3M
10 Argent Advisors, Inc. 3.24% 441,026 $13.0M
11 RiverTree Advisors, LLC 3.03% 174,809 $5.1M
12 Luken Investment Analytics, LLC 3.01% 293,324 $8.6M
13 Vima LLC 2.57% 89,567 $2.6M
14 Centerpoint Advisory Group 2.34% 125,462 $3.7M
15 John W. Brooker & Co., CPAs 2.28% 64,203 $1.9M
16 Semus Wealth Partners LLC 2.17% 153,022 $4.5M
17 Advisory Advocates, LLC 2.15% 85,403 $2.5M
18 Atlas Private Wealth Advisors 1.83% 284,512 $8.4M
19 Trueblood Wealth Management, LLC 1.79% 174,899 $5.1M
20 Compass Financial Services Inc 1.76% 160,135 $4.7M
21 Stonebridge Financial Planning Group, LLC 1.70% 181,543 $5.3M
22 StoneCrest Wealth Management, Inc. 1.69% 180,277 $5.3M
23 Fischer Investment Strategies, LLC 1.65% 117,905 $3.5M
24 Summit Financial Wealth Advisors, LLC 1.53% 406,865 $12.0M
25 Boyce & Associates Wealth Consulting, Inc. 1.51% 74,107 $2.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — First Tr Exchange-Traded Fd (RDVI)

What does the Smart Money Trend signal show for RDVI?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added RDVI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RDVI?

More buyers than sellers — 76% buying: Last quarter: 232 funds were net buyers (51 opened a brand new position + 181 added to an existing one). Only 75 were sellers (62 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RDVI holders?

Strong quality — 34% AUM from major funds: 14 of 316 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RDVI?

Mixed — 39% long-term, 29% new: Of the 316 current holders: 123 (39%) held >2 years, 102 held 1–2 years, and 91 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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