FT Vest Rising Dividend AchiRDVIETF
13F holders, Q4 2024 (December 31)225holders +33
31new positions
8sold out
1famous investor
$24.26avg. 13F price*
At the end of Q4 2024, 225 institutions reported holding FT Vest Rising Dividend Achi (RDVI) in their 13F filings, up 33 from Q3 2024. 31 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($144.9M), Envestnet Asset Management Inc. ($40.5M) and Commonwealth Equity Services, LLC ($39.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest Rising Dividend Achi
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q4 2024)
- CUSIP
- 33738D879
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $32.4M |
| Exits | 8 | $5.0M |
All 13F filers, Q3 2024 → Q4 2024: 7,624,239 shares bought and 898,446 shares sold, net +6,725,793 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 225 holders
| LPL Financial LLC | 0.06% | Add +12.4% | 5,976,770 | $144.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.0% | 1,669,665 | $40.5M |
| Commonwealth Equity Services, LLC | 0.06% | Add +10.3% | 1,640,322 | $39.8M |
| Raymond James Financial Inc. | 0.01% | — | 1,619,755 | $39.3M |
| Wells Fargo & Company | 0.01% | Add +118.2% | 1,596,451 | $38.7M |
| Stifel Financial Corp. | 0.04% | Add +11.5% | 1,459,446 | $35.4M |
| Truist Financial Corp. | 0.05% | Add +7.4% | 1,379,054 | $33.4M |
| Royal Bank of Canada | 0.01% | Add +3.0% | 1,185,137 | $28.7M |
| Cetera Investment Advisers | 0.06% | Add +12.1% | 1,171,962 | $28.4M |
| Osaic Holdings, Inc. | 0.06% | Reduce -22.8% | 1,111,169 | $26.9M |
| Spectrum Wealth Counsel, LLC | 2.99% | Reduce -0.3% | 1,050,399 | $25.5M |
| Arax Advisory Partners | 1.58% | Add +15567.2% | 1,037,951 | $25.2M |
| Baird Financial Group, Inc. | 0.04% | Add +7.1% | 806,937 | $19.6M |
| Second Half Financial Partners, LLC | 8.70% | Add +89.7% | 734,661 | $17.8M |
| Park National Corp. | 0.61% | Add +4.5% | 690,543 | $16.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +18.0% | 650,234 | $15.8M |
| Pinnacle Associates Ltd. | 0.21% | Add +167.7% | 627,611 | $15.2M |
| Kestra Advisory Services, LLC | 0.08% | Add +62.9% | 576,840 | $14.0M |
| Janney Montgomery Scott LLC | 0.04% | Add +27.8% | 531,073 | $12.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +53.9% | 505,590 | $12.3M |
| Harbour Investments, Inc. | 0.32% | Add +13.5% | 463,566 | $11.2M |
| Prospera Financial Services Inc | 0.25% | Add +13.2% | 443,206 | $10.7M |
| Independent Advisor Alliance | 0.13% | New | 403,123 | $9.8M |
| Echo Wealth Management, LLC | 6.68% | Add +0.1% | 398,624 | $9.7M |
| Luken Investment Analytics, LLC | 4.29% | Reduce -0.1% | 382,471 | $9.3M |
| Summit Financial Wealth Advisors, LLC | 1.57% | New | 317,430 | $8.0M |
| B. Riley Wealth Advisors, Inc. | 0.26% | Add +531.2% | 330,363 | $8.0M |
| Integrated Wealth Concepts LLC | 0.08% | Add +5.2% | 294,694 | $7.1M |
| HighTower Advisors, LLC | 0.01% | Add +8.0% | 277,856 | $6.7M |
| Midwest Financial Group LLC | 3.81% | Add +1.4% | 273,990 | $6.6M |
| Argent Advisors, Inc. | 2.37% | New | 263,866 | $6.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.54% | Add +16.8% | 240,095 | $5.8M |
| Silver Oak Securities, Incorporated | 0.52% | Add +132.4% | 231,959 | $5.6M |
| Ergawealth Advisors, Inc. | 2.67% | Add +0.4% | 222,984 | $5.4M |
| Mariner, LLC | 0.01% | Add +14.0% | 220,411 | $5.3M |
| Nations Financial Group Inc, /Ia/ | 0.35% | Add +9.5% | 200,074 | $4.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +11.7% | 197,402 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | Add +24.6% | 194,903 | $4.7M |
| Good Life Advisors, LLC | 0.31% | Add +162.6% | 177,431 | $4.3M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -2.6% | 173,013 | $4.2M |
| &partners | 0.04% | Add +22.7% | 153,066 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Add +15.8% | 143,025 | $3.5M |
| Prostatis Group LLC | 0.99% | Add +15.1% | 139,446 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +112.5% | 136,607 | $3.3M |
| Whipplewood Advisors, LLC | 1.69% | — | 122,939 | $3.0M |
| Atlas Wealth LLC | 1.56% | Add +62.5% | 122,679 | $3.0M |
| G&S Capital LLC | 1.22% | Add +7.5% | 121,556 | $2.9M |
| Snowden Capital Advisors LLC | 0.09% | Add +21.9% | 115,482 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +59.0% | 107,646 | $2.8M |
| Rehmann Capital Advisory Group | 0.16% | Reduce -20.2% | 107,314 | $2.6M |
| Harvest Investment Services, LLC | 0.62% | Add +51.9% | 104,596 | $2.5M |
| Prosperity Financial Group, Inc. | 1.24% | Reduce -2.2% | 102,173 | $2.5M |
| Semus Wealth Partners LLC | 1.59% | Add +10.6% | 99,078 | $2.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.32% | Add +11.8% | 98,384 | $2.4M |
| Trueblood Wealth Management, LLC | 1.17% | Add +11.4% | 98,308 | $2.4M |
| MN Wealth Advisors, LLC | 1.29% | Add +0.4% | 94,639 | $2.3M |
| Owen LaRue, LLC | 1.19% | Add +37.5% | 93,785 | $2.3M |
| Truvestments Capital LLC | 0.58% | Reduce -6.2% | 93,155 | $2.3M |
| Delta Investment Management, LLC | 0.43% | Add +56.2% | 92,168 | $2.2M |
| Stephens Inc. | 0.03% | Add +1.6% | 91,135 | $2.2M |
| Sigma Planning Corp | 0.07% | Reduce -4.1% | 87,621 | $2.1M |
| D.A. Davidson & Co. | 0.02% | Add +6.8% | 85,105 | $2.1M |
| KPP Advisory Services LLC | 0.46% | Reduce -0.9% | 80,865 | $2.0M |
| StoneX Group Inc. | 0.11% | Add +91.5% | 80,234 | $1.9M |
| Capital Analysts, LLC | 0.08% | Add +28.9% | 77,268 | $1.9M |
| RFG Advisory, LLC | 0.05% | Add +1.5% | 74,282 | $1.8M |
| Capital Investment Advisory Services, LLC | 0.17% | Add +8.2% | 74,139 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +0.7% | 74,108 | $1.8M |
| IFP Advisors, Inc | 0.06% | Add +18.7% | 70,880 | $1.7M |
| Wedbush Securities Inc. | 0.06% | Add +10.4% | 67,019 | $1.6M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -0.8% | 66,937 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -9.4% | 66,069 | $1.6M |
| Arq Wealth Advisors, LLC | 0.58% | Add +13.9% | 62,401 | $1.5M |
| Cwm, LLC | 0.01% | Add +6.2% | 59,608 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -5.9% | 57,626 | $1.4M |
| Sandy Spring Bank | 0.06% | Add +0.8% | 56,003 | $1.4M |
| Moloney Securities Asset Management, LLC | 0.18% | Add +2.6% | 55,557 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.60% | Add +14.4% | 55,081 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +8.8% | 54,990 | $1.3M |
| International Assets Investment Management, LLC | 0.11% | New | 54,745 | $1.3M |
| Herold Advisors, Inc. | 0.29% | Add +1.1% | 54,564 | $1.3M |
| Farther Finance Advisors, LLC | 0.05% | Add +1762.3% | 54,492 | $1.3M |
| Sequent Planning LLC | 0.48% | Reduce -2.0% | 54,253 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +7.1% | 54,182 | $1.3M |
| BlackDiamond Wealth Management, LLC | 0.75% | Add +0.0% | 53,890 | $1.3M |
| Maxwell Wealth Strategies Inc. | 0.53% | Add +24.1% | 53,333 | $1.3M |
| Milestone Asset Management, LLC | 0.27% | Reduce -53.1% | 50,065 | $1.2M |
| MTM Investment Management, LLC | 0.46% | Add +8.6% | 49,662 | $1.2M |
| Secure Asset Management, LLC | 0.18% | Add +4.4% | 48,775 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +35.3% | 48,774 | $1.2M |
| Balboa Wealth Partners | 0.27% | New | 48,715 | $1.2M |
| Beacon Financial Group | 0.13% | Add +1.4% | 48,450 | $1.2M |
| CreativeOne Wealth, LLC | 0.04% | Add +0.1% | 48,230 | $1.2M |
| SteelPeak Wealth, LLC | 0.05% | No change | 47,454 | $1.2M |
| Western Wealth Management, LLC | 0.06% | Add +14.2% | 46,711 | $1.1M |
| SLT Holdings LLC | 1.09% | — | 46,574 | $1.1M |
| Boyce & Associates Wealth Consulting, Inc. | 1.14% | Add +220.6% | 46,436 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +35.5% | 46,107 | $1.1M |
| Compound Planning, Inc. | 0.06% | Reduce -5.1% | 45,585 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +22.0% | 45,249 | $1.1M |
"% 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.