SEC 13F Intelligence

O'connor Financial Group LLC / RDVY

O'connor Financial Group LLC’s First Tr Exchange Traded Fd Position

Does O'connor Financial Group LLC own First Tr Exchange Traded Fd (RDVY)? Yes155.2K shares worth $11M (+4.33% of its 13F portfolio) as of Q1 2026, up from 152.8K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
155.2K
% of Portfolio
+4.33%
Quarters Held
2
currently held

Position History RDVY

Reported value by quarter
Q4 ’25: $11MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026155.2K$11M+4.33%
Q4 2025152.8K$11M+4.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'connor Financial Group LLC’s full portfolio or all institutional holders of RDVY.