SEC 13F Intelligence

Legacy Capital Wealth Partners, LLC / RDVY

Legacy Capital Wealth Partners, LLC’s First Tr Exchange Traded Fd Position

Does Legacy Capital Wealth Partners, LLC own First Tr Exchange Traded Fd (RDVY)? Yes162.1K shares worth $11M (+2.17% of its 13F portfolio) as of Q1 2026, up from 150.6K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
162.1K
% of Portfolio
+2.17%
Quarters Held
19
currently held

Position History RDVY

Reported value by quarter
Q2 ’21: $13MQ2 ’21Q3 ’21: $16MQ4 ’21: $18MQ1 ’22: $16MQ1 ’22Q2 ’22: $14MQ3 ’22: $13MQ4 ’22: $15MQ4 ’22Q1 ’23: $14MQ2 ’23: $9MQ3 ’23: $12MQ3 ’23Q4 ’23: $12MQ2 ’24: $11MQ3 ’24: $14MQ3 ’24Q4 ’24: $11MQ1 ’25: $9MQ2 ’25: $10MQ2 ’25Q3 ’25: $10MQ4 ’25: $10MQ1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026162.1K$11M+2.17%
Q4 2025150.6K$10M+2.13%
Q3 2025156.7K$10M+2.18%
Q2 2025158.6K$10M+2.17%
Q1 2025167.1K$9M+2.31%
Q4 2024192.1K$11M+2.71%
Q3 2024242.8K$14M+2.80%
Q2 2024194.5K$11M+2.71%
Q4 2023230.3K$12M+3.37%
Q3 2023250.7K$12M+3.16%
Q2 2023192.6K$9M+7.54%
Q1 2023318.6K$14M+3.90%
Q4 2022331.9K$15M+6.96%
Q3 2022327.2K$13M+6.75%
Q2 2022331.8K$14M+6.82%
Q1 2022325.6K$16M+6.85%
Q4 2021349.7K$18M+7.44%
Q3 20213.34M$16M+6.42%
Q2 2021278.2K$13M+7.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Legacy Capital Wealth Partners, LLC’s full portfolio or all institutional holders of RDVY.