FT Vest Rising Dividend AchiRDVIETF
13F holders, Q1 2024 (March 31)150holders
$24.46avg. 13F price*
At the end of Q1 2024, 150 institutions reported holding FT Vest Rising Dividend Achi (RDVI) in their 13F filings. The largest holders were LPL Financial LLC ($95.5M), Envestnet Asset Management Inc. ($36.5M) and Osaic Holdings, Inc. ($34.2M).
- Company
- FT Vest Rising Dividend Achi
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q1 2024)
- CUSIP
- 33738D879
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $25.0M |
| Exits | 10 | $5.1M |
Ownership 150 holders
| LPL Financial LLC | 0.05% | Add +27.2% | 3,903,148 | $95.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.7% | 1,489,238 | $36.5M |
| Osaic Holdings, Inc. | 0.08% | Add +44.4% | 1,406,462 | $34.2M |
| Commonwealth Equity Services, LLC | 0.04% | Add +35.5% | 1,089,023 | $26.7M |
| Truist Financial Corp. | 0.04% | Add +24.4% | 1,037,818 | $25.4M |
| Stifel Financial Corp. | 0.03% | Add +33.6% | 1,021,820 | $25.0M |
| Royal Bank of Canada | 0.01% | Add +22.5% | 958,873 | $23.5M |
| Spectrum Wealth Counsel, LLC | 2.72% | Add +12.1% | 906,672 | $22.2M |
| Cetera Investment Advisers | 0.05% | Add +236.6% | 784,415 | $19.2M |
| Park National Corp. | 0.51% | Add +12.5% | 538,862 | $13.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +8.7% | 521,036 | $12.8M |
| Pinnacle Associates Ltd. | 0.19% | Add +114.4% | 502,710 | $12.3M |
| Prospera Financial Services Inc | 0.32% | Add +3.7% | 439,941 | $10.8M |
| Echo Wealth Management, LLC | 7.13% | Add +2.5% | 351,343 | $8.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +96.9% | 348,291 | $8.5M |
| Cedrus LLC | 4.40% | Add +21.7% | 329,309 | $8.1M |
| Ergawealth Advisors, Inc. | 4.41% | Add +107.4% | 328,273 | $8.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +4.5% | 317,784 | $7.8M |
| Baird Financial Group, Inc. | 0.01% | Add +1.8% | 270,921 | $6.6M |
| Second Half Financial Partners, LLC | 2.91% | New | 267,470 | $6.5M |
| Midwest Financial Group LLC | 4.22% | Reduce -6.9% | 256,832 | $6.3M |
| Harbour Investments, Inc. | 0.21% | Add +41.4% | 246,121 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Add +11.4% | 230,063 | $5.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | New | 218,980 | $5.4M |
| Integrated Wealth Concepts LLC | 0.07% | Add +64.9% | 189,715 | $4.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.49% | Add +265.1% | 186,348 | $4.6M |
| Avantax Advisory Services, Inc. | 0.04% | Add +48.6% | 172,948 | $4.2M |
| Mariner, LLC | 0.01% | Add +171.0% | 159,872 | $3.9M |
| Nations Financial Group Inc, /Ia/ | 0.30% | Add +17.3% | 146,157 | $3.6M |
| Kingsview Wealth Management, LLC | 0.07% | Add +42.4% | 110,912 | $2.7M |
| Rehmann Capital Advisory Group | 0.19% | Reduce -0.9% | 103,307 | $2.5M |
| Stephens Inc. | 0.04% | Add +0.6% | 102,190 | $2.5M |
| G&S Capital LLC | 1.11% | Add +3.7% | 101,901 | $2.5M |
| Milestone Asset Management, LLC | 0.67% | New | 95,109 | $2.3M |
| NewEdge Advisors, LLC | 0.02% | Add +16.0% | 93,708 | $2.3M |
| MN Wealth Advisors, LLC | 1.41% | Add +99.2% | 92,973 | $2.3M |
| Prostatis Group LLC | 0.82% | New | 88,201 | $2.2M |
| Sigma Planning Corp | 0.07% | Add +165.6% | 85,303 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +92.1% | 82,028 | $2.0M |
| Silver Oak Securities, Incorporated | 0.30% | Add +20.0% | 80,576 | $2.0M |
| Trueblood Wealth Management, LLC | 1.12% | Add +0.9% | 80,179 | $2.0M |
| Foundations Investment Advisors, LLC | 0.05% | Add +160.4% | 73,322 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +81.0% | 72,692 | $1.8M |
| KPP Advisory Services LLC | 0.48% | New | 71,419 | $1.7M |
| Prosperity Financial Group, Inc. | 1.08% | Reduce -76.1% | 71,200 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -70.1% | 67,736 | $1.7M |
| BlackDiamond Wealth Management, LLC | 1.17% | Reduce -12.5% | 66,794 | $1.6M |
| Semus Wealth Partners LLC | 1.35% | Add +10.7% | 65,432 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +14.8% | 61,116 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +76.8% | 59,925 | $1.5M |
| Mgo One Seven LLC | 0.07% | Reduce -21.2% | 57,965 | $1.4M |
| Sequent Planning LLC | 0.48% | — | 53,940 | $1.3M |
| Herold Advisors, Inc. | 0.32% | Add +0.3% | 53,254 | $1.3M |
| Cwm, LLC | 0.01% | Add +16.9% | 50,890 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +33.6% | 47,705 | $1.2M |
| Capital Analysts, LLC | 0.05% | Add +69.9% | 46,505 | $1.1M |
| Cherry Creek Investment Advisors, Inc. | 0.61% | Reduce -27.9% | 46,243 | $1.1M |
| Delta Investment Management, LLC | 0.26% | Reduce -4.0% | 46,045 | $1.1M |
| Secure Asset Management, LLC | 0.26% | Reduce -50.2% | 45,766 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -39.5% | 52,940 | $1.1M |
| Garden State Investment Advisory Services LLC | 0.39% | Reduce -30.3% | 43,960 | $1.1M |
| MTM Investment Management, LLC | 0.43% | Add +12.3% | 42,812 | $1.0M |
| Maxwell Wealth Strategies Inc. | 0.52% | Reduce -70.0% | 43,508 | $1.0M |
| Arq Wealth Advisors, LLC | 0.43% | New | 40,903 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Add +343.9% | 41,898 | $997K |
| RFG Advisory, LLC | 0.03% | Add +287.6% | 40,488 | $991K |
| Beacon Financial Group | 0.11% | Add +105.9% | 39,341 | $963K |
| CreativeOne Wealth, LLC | 0.04% | New | 38,595 | $945K |
| Capital Investment Advisory Services, LLC | 0.10% | Add +62.7% | 38,466 | $942K |
| GPS Wealth Strategies Group, LLC | 0.15% | Add +20.0% | 38,406 | $940K |
| Stonebridge Financial Planning Group, LLC | 0.49% | Add +9.9% | 38,074 | $932K |
| Sandy Spring Bank | 0.04% | Add +0.5% | 37,574 | $920K |
| Global Assets Advisory, LLC | 0.53% | No change | 36,450 | $887K |
| IFP Advisors, Inc | 0.04% | Add +576.7% | 36,158 | $885K |
| Raymond James & Associates | 0.00% | New | 36,003 | $881K |
| Atlas Wealth LLC | 0.71% | Reduce -28.0% | 35,583 | $871K |
| Lincoln National Corp. | 0.01% | Add +18.4% | 33,573 | $822K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +52.0% | 33,324 | $816K |
| Virtue Capital Management, LLC | 0.14% | Add +11.6% | 34,129 | $806K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +16.7% | 32,748 | $802K |
| Wedbush Securities Inc. | 0.03% | Add +4.8% | 31,557 | $773K |
| Compound Planning, Inc. | 0.07% | Add +68.4% | 31,218 | $764K |
| Key Client Fiduciary Advisors, LLC | 0.40% | Reduce -1.1% | 30,848 | $755K |
| Snowden Capital Advisors LLC | 0.02% | Add +80.7% | 29,542 | $723K |
| Good Life Advisors, LLC | 0.06% | New | 28,654 | $701K |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -61.5% | 28,531 | $698K |
| Moloney Securities Asset Management, LLC | 0.10% | Add +5.9% | 27,398 | $671K |
| Insight Advisors, LLC/ PA | 0.13% | Add +4.7% | 26,629 | $652K |
| Derbend Asset Management | 0.31% | Add +23.1% | 25,657 | $628K |
| Main Street Financial Solutions, LLC | 0.06% | Add +25.8% | 22,460 | $550K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -26.3% | 22,376 | $548K |
| IHT Wealth Management, LLC | 0.02% | New | 21,863 | $535K |
| Raab & Moskowitz Asset Management LLC | 0.14% | No change | 20,500 | $502K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -23.9% | 18,857 | $462K |
| TKG Advisors, LLC | 0.25% | Reduce -1.5% | 18,545 | $454K |
| Marshall Financial Group, LLC | 0.13% | Add +9.3% | 18,196 | $445K |
| Western Wealth Management, LLC | 0.03% | Add +36.0% | 17,899 | $438K |
| StoneX Group Inc. | 0.04% | Add +38.7% | 16,435 | $402K |
| Acorn Wealth Advisors, LLC | 0.21% | New | 16,421 | $402K |
| Triumph Capital Management | 0.16% | New | 16,368 | $398K |
"% of holder's portfolio" is RDVI's weight in each manager's 13F, not the share of FT Vest Rising Dividend Achi the manager owns.