SEC 13F Intelligence

Benson Wealth Management Inc / RDVY

Benson Wealth Management Inc’s First Tr Exchange Traded Fd Position

Does Benson Wealth Management Inc own First Tr Exchange Traded Fd (RDVY)? Yes40.9K shares worth $3M (+3.82% of its 13F portfolio) as of Q1 2026, down from 42.1K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
40.9K
% of Portfolio
+3.82%
Quarters Held
2
currently held

Position History RDVY

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.9K$3M+3.82%
Q4 202542.1K$3M+3.26%

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