FT Vest Rising Dividend AchiRDVIETF
13F holders, Q2 2024 (June 30)168holders +18
24new positions
7sold out
$23.36avg. 13F price*
At the end of Q2 2024, 168 institutions reported holding FT Vest Rising Dividend Achi (RDVI) in their 13F filings, up 18 from Q1 2024. 24 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($106.0M), Envestnet Asset Management Inc. ($36.9M) and Osaic Holdings, Inc. ($32.6M).
- Company
- FT Vest Rising Dividend Achi
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q2 2024)
- CUSIP
- 33738D879
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $13.7M |
| Exits | 7 | $3.1M |
All 13F filers, Q1 2024 → Q2 2024: 4,305,851 shares bought and 406,631 shares sold, net +3,899,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 168 holders
| LPL Financial LLC | 0.05% | Add +16.1% | 4,532,557 | $106.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.0% | 1,578,744 | $36.9M |
| Osaic Holdings, Inc. | 0.08% | Reduce -0.8% | 1,395,266 | $32.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +16.2% | 1,265,167 | $29.6M |
| Stifel Financial Corp. | 0.03% | Add +16.2% | 1,187,009 | $27.8M |
| Truist Financial Corp. | 0.04% | Add +7.0% | 1,110,699 | $26.0M |
| Royal Bank of Canada | 0.01% | Add +9.2% | 1,047,467 | $24.5M |
| Cetera Investment Advisers | 0.05% | Add +13.9% | 893,406 | $20.9M |
| Spectrum Wealth Counsel, LLC | 2.56% | Reduce -4.7% | 864,238 | $20.2M |
| Baird Financial Group, Inc. | 0.04% | Add +167.8% | 725,600 | $17.0M |
| Park National Corp. | 0.52% | Add +11.8% | 602,416 | $14.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +10.4% | 575,468 | $13.5M |
| Pinnacle Associates Ltd. | 0.20% | Add +7.5% | 540,615 | $12.6M |
| Prospera Financial Services Inc | 0.34% | Add +17.4% | 516,423 | $12.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +122.5% | 487,165 | $11.4M |
| Second Half Financial Partners, LLC | 7.50% | Add +49.8% | 400,602 | $9.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +9.2% | 380,424 | $8.9M |
| Echo Wealth Management, LLC | 6.65% | Add +7.5% | 377,588 | $8.8M |
| Cedrus LLC | 4.40% | Add +14.3% | 376,471 | $8.8M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -0.8% | 315,142 | $7.4M |
| Mariner, LLC | 0.01% | Add +85.0% | 295,716 | $6.9M |
| Midwest Financial Group LLC | 3.93% | Add +2.9% | 264,301 | $6.2M |
| Harbour Investments, Inc. | 0.20% | Add +2.8% | 252,905 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Add +8.3% | 249,257 | $5.8M |
| Integrated Wealth Concepts LLC | 0.07% | Add +19.4% | 226,523 | $5.3M |
| Ergawealth Advisors, Inc. | 2.59% | Reduce -38.0% | 203,690 | $4.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.49% | Add +8.0% | 201,256 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Add +16.1% | 200,841 | $4.7M |
| Jane Street Group, LLC | 0.01% | New | 199,045 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +139.7% | 174,233 | $4.1M |
| Nations Financial Group Inc, /Ia/ | 0.32% | Add +15.4% | 168,677 | $3.9M |
| Rehmann Capital Advisory Group | 0.22% | Add +29.0% | 133,300 | $3.1M |
| Raymond James & Associates | 0.00% | Add +260.9% | 129,919 | $3.0M |
| NewEdge Advisors, LLC | 0.02% | Add +29.7% | 121,559 | $2.8M |
| Milestone Asset Management, LLC | 0.71% | Add +27.8% | 121,536 | $2.8M |
| G&S Capital LLC | 1.16% | Add +7.5% | 109,525 | $2.7M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -0.3% | 110,615 | $2.6M |
| Prostatis Group LLC | 0.88% | Add +21.8% | 107,419 | $2.5M |
| MN Wealth Advisors, LLC | 1.35% | Add +6.6% | 99,139 | $2.3M |
| Stephens Inc. | 0.03% | Reduce -11.6% | 90,387 | $2.1M |
| Sigma Planning Corp | 0.07% | Add +5.8% | 90,248 | $2.1M |
| Prosperity Financial Group, Inc. | 1.32% | Add +25.2% | 89,147 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +45.3% | 88,793 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +65.2% | 87,448 | $2.0M |
| Silver Oak Securities, Incorporated | 0.30% | Add +5.9% | 85,332 | $2.0M |
| Trueblood Wealth Management, LLC | 1.11% | Add +4.5% | 83,818 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.1% | 81,165 | $1.9M |
| Semus Wealth Partners LLC | 1.41% | Add +19.7% | 78,309 | $1.8M |
| Owen LaRue, LLC | 1.08% | New | 74,338 | $1.7M |
| D.A. Davidson & Co. | 0.02% | Add +22.9% | 73,634 | $1.7M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -2.0% | 71,829 | $1.7M |
| KPP Advisory Services LLC | 0.45% | Add +0.3% | 71,629 | $1.7M |
| BlackDiamond Wealth Management, LLC | 1.06% | Add +3.2% | 68,958 | $1.6M |
| RFG Advisory, LLC | 0.05% | Add +69.0% | 68,426 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Add +92.3% | 60,668 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | — | 56,086 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.14% | Add +45.9% | 56,114 | $1.3M |
| Sandy Spring Bank | 0.06% | Add +46.6% | 55,078 | $1.3M |
| Cwm, LLC | 0.01% | Add +8.1% | 55,026 | $1.3M |
| Herold Advisors, Inc. | 0.29% | Add +0.9% | 53,713 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -20.8% | 53,636 | $1.3M |
| Capital Analysts, LLC | 0.05% | Add +12.9% | 52,515 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +9.7% | 52,340 | $1.2M |
| Arq Wealth Advisors, LLC | 0.52% | Add +24.5% | 50,916 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.59% | Add +31.3% | 50,006 | $1.2M |
| Sequent Planning LLC | 0.39% | Reduce -9.2% | 48,981 | $1.1M |
| SteelPeak Wealth, LLC | 0.05% | Add +237.4% | 48,754 | $1.1M |
| Compound Planning, Inc. | 0.08% | Add +53.9% | 48,038 | $1.1M |
| Good Life Advisors, LLC | 0.09% | Add +67.2% | 47,922 | $1.1M |
| Delta Investment Management, LLC | 0.24% | Add +2.1% | 47,029 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +11.1% | 46,549 | $1.1M |
| MTM Investment Management, LLC | 0.44% | Add +6.3% | 45,512 | $1.1M |
| Beacon Financial Group | 0.12% | Add +15.6% | 45,477 | $1.1M |
| Secure Asset Management, LLC | 0.20% | Reduce -1.0% | 45,314 | $1.1M |
| Vima LLC | 2.32% | New | 45,013 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +252.3% | 43,804 | $1.0M |
| Maxwell Wealth Strategies Inc. | 0.50% | Add +0.7% | 43,822 | $1.0M |
| Cherry Creek Investment Advisors, Inc. | 0.53% | Reduce -5.6% | 43,657 | $1.0M |
| GPS Wealth Strategies Group, LLC | 0.15% | Add +10.6% | 42,473 | $993K |
| Virtue Capital Management, LLC | 0.17% | Add +16.9% | 39,893 | $966K |
| IFP Advisors, Inc | 0.04% | Add +14.0% | 41,224 | $964K |
| Snowden Capital Advisors LLC | 0.03% | Add +39.1% | 41,096 | $961K |
| Gladstone Institutional Advisory LLC | 0.05% | Add +15.8% | 38,596 | $902K |
| Western Wealth Management, LLC | 0.06% | Add +108.9% | 37,391 | $874K |
| Marshall Financial Group, LLC | 0.24% | Add +104.8% | 37,259 | $871K |
| Moloney Securities Asset Management, LLC | 0.13% | Add +34.8% | 36,928 | $863K |
| Garden State Investment Advisory Services LLC | 0.28% | Reduce -21.2% | 34,630 | $810K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +3.6% | 33,925 | $793K |
| Atlas Wealth LLC | 0.14% | Reduce -7.4% | 32,937 | $771K |
| Old Mission Capital LLC | 0.02% | New | 31,562 | $738K |
| TrueWealth Advisors, LLC | 0.25% | Add +181.4% | 29,028 | $679K |
| Quad-Cities Investment Group, LLC | 0.37% | Add +237.4% | 28,914 | $676K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.3% | 28,621 | $669K |
| Avior Wealth Management, LLC | 0.03% | New | 28,544 | $667K |
| IHT Wealth Management, LLC | 0.02% | Add +26.3% | 27,610 | $646K |
| Key Client Fiduciary Advisors, LLC | 0.32% | Reduce -12.6% | 26,956 | $630K |
| Main Street Financial Solutions, LLC | 0.06% | Add +19.6% | 26,860 | $628K |
| Insight Advisors, LLC/ PA | 0.11% | Add +0.6% | 26,785 | $626K |
| Atlas Private Wealth Advisors | 0.10% | Add +104.4% | 25,790 | $603K |
| First Heartland Consultants, Inc. | 0.06% | Add +34.3% | 25,323 | $592K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +4.5% | 23,394 | $547K |
| Mgo One Seven LLC | 0.03% | Reduce -59.9% | 23,240 | $543K |
| Waverly Advisors, LLC | 0.01% | New | 22,723 | $531K |
| Thrivent Financial for Lutherans | 0.00% | New | 21,987 | $514K |
| Arkadios Wealth Advisors | 0.03% | Add +82.8% | 21,248 | $497K |
| Raab & Moskowitz Asset Management LLC | 0.13% | No change | 20,500 | $479K |
| Triumph Capital Management | 0.18% | Add +21.8% | 19,940 | $466K |
| Susquehanna International Group, LLP | 0.00% | New | 19,370 | $453K |
| StoneX Group Inc. | 0.04% | Add +13.9% | 18,715 | $438K |
| TKG Advisors, LLC | 0.23% | Reduce -0.2% | 18,513 | $433K |
| Rockefeller Capital Management L.P. | 0.00% | New | 18,463 | $432K |
| ICA Group Wealth Management, LLC | 0.25% | Add +86.5% | 17,841 | $417K |
| CoreCap Advisors, LLC | 0.04% | Add +37.9% | 17,385 | $406K |
| Equitable Holdings, Inc. | 0.00% | Add +15.9% | 17,175 | $402K |
| Acorn Wealth Advisors, LLC | 0.19% | Add +0.4% | 16,487 | $385K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.15% | No change | 15,952 | $373K |
| Total Clarity Wealth Management, Inc. | 0.12% | New | 15,165 | $355K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -8.0% | 13,908 | $344K |
| AE Wealth Management LLC | 0.00% | Add +15.3% | 14,682 | $343K |
| Retirement Planning Group, LLC | 0.02% | Add +28.2% | 14,483 | $339K |
| HBW Advisory Services LLC | 0.06% | Reduce -8.9% | 14,265 | $334K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 14,082 | $329K |
| IFG Advisory, LLC | 0.02% | New | 13,820 | $323K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Reduce -2.6% | 13,422 | $314K |
| Independent Financial Group, LLC | 0.01% | Add +34.0% | 12,912 | $302K |
| Atria Investments, Inc | 0.00% | New | 12,789 | $299K |
| Smith, Moore & Co. | 0.03% | Add +8.8% | 12,424 | $290K |
| Apollon Wealth Management, LLC | 0.01% | No change | 11,542 | $270K |
| Insigneo Advisory Services, LLC | 0.03% | Add +4.5% | 11,598 | $264K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +0.8% | 10,965 | $258K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 10,996 | $257K |
| Plotkin Financial Advisors, LLC | 0.17% | Add +30.4% | 10,992 | $257K |
| Next Level Private LLC | 0.12% | New | 10,841 | $253K |
| International Assets Investment Management, LLC | 0.02% | New | 10,800 | $253K |
| Moors & Cabot, Inc. | 0.01% | New | 10,580 | $247K |
| Aurora Private Wealth, Inc. | 0.21% | Add +2.2% | 10,337 | $242K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 9,911 | $232K |
| AlphaMark Advisors, LLC | 0.08% | Add +9650.0% | 9,750 | $228K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 9,500 | $222K |
| Ashton Thomas Securities, LLC | 0.05% | — | 9,225 | $214K |
| Ignite Planners, LLC | 0.05% | No change | 9,162 | $212K |
| Luken Investment Analytics, LLC | 0.10% | Add +16.3% | 8,296 | $194K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -17.6% | 7,000 | $164K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -17.6% | 7,000 | $164K |
| Rothschild Investment LLC | 0.01% | No change | 6,700 | $157K |
| Arax Advisory Partners | 0.02% | Add +211.8% | 6,625 | $155K |
| Lanark Financial, Inc. | 0.01% | Add +19.0% | 6,546 | $153K |
| Triad Wealth Partners, LLC | 0.08% | New | 6,205 | $145K |
| Tyler-Stone Wealth Management | 0.06% | Add +36.9% | 6,082 | $142K |
| Principal Securities, Inc. | 0.00% | Add +456.2% | 4,283 | $100K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +176.7% | 4,150 | $97K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +43.1% | 3,377 | $78K |
| Sunbelt Securities, Inc. | 0.01% | New | 3,017 | $71K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,926 | $68K |
| Institutional & Family Asset Management, LLC | 0.01% | No change | 2,810 | $66K |
| Creekmur Asset Management LLC | 0.01% | Add +1.7% | 1,758 | $41K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,747 | $41K |
| Comerica Bank | 0.00% | Add +76.8% | 1,692 | $40K |
| Wells Fargo & Company | 0.00% | Add +158200.0% | 1,583 | $37K |
| Wagner Wealth Management, LLC | 0.01% | No change | 1,476 | $35K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -75.6% | 1,000 | $23K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 1,000 | $23K |
| Private Trust Co. NA | 0.00% | No change | 900 | $21K |
| Larson Financial Group LLC | 0.00% | No change | 890 | $21K |
| Kozak & Associates, Inc. | 0.00% | Add +1.4% | 776 | $18K |
| POM Investment Strategies, LLC | 0.01% | Reduce -80.6% | 770 | $18K |
| Strategic Financial Concepts, LLC | 0.00% | New | 22,411 | $911 |
| Morgan Stanley | 0.00% | New | 2 | $47 |
"% 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.