Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (RDVI)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
11Q ▲
Buyers last Q
71%

Smart Money Signals — RDVI

Based on 264 hedge funds · latest filing: 2025 Q4 · 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
264 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 — +27% more funds vs a year ago

fund count last 6Q
+56 new funds entered over the past year (+27% 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 — 71% buying

188 buying78 selling
Last quarter: 188 funds were net buyers (43 opened a brand new position + 145 added to an existing one). Only 78 were sellers (63 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new RDVI position: 28 → 38 → 27 → 43. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 35% long-term, 28% new

35% conviction (2yr+) 37% medium 28% new
Of the 264 current holders: 92 (35%) held >2 years, 97 held 1–2 years, and 75 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.
➡️

Steady discovery — ~43 new funds/quarter

41 → 28 → 38 → 27 → 43 new funds/Q
New funds entering each quarter: 28 → 38 → 27 → 43. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 32% veterans, 41% new entrants

32% veterans 28% 1-2yr 41% new
Of 264 current holders: 84 (32%) held 2+ years, 73 held 1–2 years, 107 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
8 of 264 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 5 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: RDVI
2026 Q1 Stats Unlock in 18 days 264 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 264 237 11.39%
13F Shares 58M 52M 10.93%
Total Value $1.51B $1.34B 12.58%
New Positions 43 27 +16
Increased Positions 145 141 +4
Closed Positions 15 20 -5
Reduced Positions 63 54 +9
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RDVI

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Financial Highlights

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Institutional Holders (2026 Q1)

264 + investors

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

Top 25 institutional holders of RDVI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ADAMSBROWN WEALTH CONSULTANTS LLC 4.54% 671,774 $17.2M
2 Echo Wealth Management, LLC 4.52% 307,166 $7.8M
3 Clarus Group, Inc. 3.96% 431,883 $11.0M
4 Aurora Private Wealth, Inc. 3.36% 179,819 $5K
5 Argent Advisors, Inc. 3.11% 445,151 $11.4M
6 Meadow Creek Wealth Advisors LLC 2.87% 173,565 $4.4M
7 RiverTree Advisors, LLC 2.48% 153,122 $3.9M
8 Atlas Private Wealth Advisors 2.31% 384,854 $9.8M
9 Semus Wealth Partners LLC 2.10% 147,317 $3.8M
10 Whipplewood Advisors, LLC 1.97% 148,254 $3.8M
11 StoneCrest Wealth Management, Inc. 1.94% 179,288 $4.6M
12 Centerpoint Advisory Group 1.81% 94,263 $2.4M
13 Compass Financial Services Inc 1.69% 152,564 $3.9M
14 Trueblood Wealth Management, LLC 1.68% 167,972 $4.3M
15 John W. Brooker & Co., CPAs 1.63% 40,410 $1.0M
16 G&S Capital LLC 1.42% 158,181 $4.0M
17 Boyce & Associates Wealth Consulting, Inc. 1.40% 72,141 $1.8M
18 ARQ WEALTH ADVISORS, LLC 0.91% 197,467 $5.0M
19 SILVER OAK SECURITIES, INCORPORATED 0.91% 485,388 $12.4M
20 Comprehensive Financial Planning, Inc./PA 0.87% 48,919 $1.2M
21 Quad-Cities Investment Group, LLC 0.65% 64,270 $1.6M
22 Sequent Planning LLC 0.63% 102,446 $2.6M
23 Accel Wealth Management 0.63% 94,677 $2.4M
24 Pinnacle Wealth Management Advisory Group, LLC 0.60% 346,412 $8.9M
25 PARK NATIONAL CORP /OH/ 0.53% 680,532 $17.4M
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 — 71% buying: Last quarter: 188 funds were net buyers (43 opened a brand new position + 145 added to an existing one). Only 78 were sellers (63 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RDVI holders?

Strong quality — 28% AUM from major funds: 8 of 264 holders rank in the top 100 by AUM, accounting for 28% 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 — 35% long-term, 28% new: Of the 264 current holders: 92 (35%) held >2 years, 97 held 1–2 years, and 75 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.