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 |
| GPS Wealth Strategies Group, LLC | 0.13% | Reduce -0.9% | 42,431 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +632.3% | 42,108 | $1.0M |
| Marshall Financial Group, LLC | 0.25% | Add +9.6% | 41,967 | $1.0M |
| Comprehensive Financial Planning, Inc. | 0.83% | — | 40,714 | $987K |
| Quad-Cities Investment Group, LLC | 0.48% | Add +11.0% | 40,618 | $985K |
| Insight Advisors, LLC/ PA | 0.15% | Add +18.6% | 37,454 | $905K |
| Global Assets Advisory, LLC | 0.49% | No change | 36,450 | $881K |
| Jane Street Group, LLC | 0.00% | Add +80.0% | 35,073 | $850K |
| Garden State Investment Advisory Services LLC | 0.26% | Reduce -5.2% | 34,780 | $843K |
| TrueWealth Advisors, LLC | 0.28% | Add +9.4% | 34,737 | $842K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +3.5% | 34,335 | $832K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -23.6% | 33,321 | $808K |
| Oppenheimer & Co. Inc. | 0.01% | Add +123.3% | 33,167 | $804K |
| Resolute Wealth Strategies, LLC | 0.41% | Add +50.7% | 32,816 | $795K |
| Arkadios Wealth Advisors | 0.04% | Add +5.7% | 30,824 | $747K |
| CoreCap Advisors, LLC | 0.03% | Add +49.0% | 30,507 | $739K |
| Thrivent Financial for Lutherans | 0.00% | Add +7.1% | 29,919 | $725K |
| IHT Wealth Management, LLC | 0.02% | Add +6.7% | 29,348 | $711K |
| Avior Wealth Management, LLC | 0.03% | Add +5.7% | 29,073 | $705K |
| Atlas Private Wealth Advisors | 0.10% | Add +6.7% | 28,119 | $682K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +185.7% | 27,902 | $676K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +185.7% | 27,902 | $676K |
| Citadel Advisors | 0.00% | New | 27,407 | $664K |
| Aurora Private Wealth, Inc. | 0.49% | Add +135.5% | 27,062 | $656K |
| Equitable Holdings, Inc. | 0.01% | Add +15.4% | 27,023 | $655K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.3% | 26,388 | $640K |
| Inspire Advisors, LLC | 0.08% | New | 25,990 | $630K |
| Centaurus Financial, Inc. | 0.04% | Add +60.2% | 25,958 | $629K |
| Tyler-Stone Wealth Management | 0.11% | Add +29.1% | 25,426 | $616K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +0.5% | 25,252 | $612K |
| IFG Advisory, LLC | 0.03% | Add +37.6% | 25,183 | $610K |
| Next Level Private LLC | 0.24% | Add +94.8% | 24,410 | $592K |
| Retirement Planning Group, LLC | 0.03% | Add +61.6% | 24,241 | $588K |
| Key Client Fiduciary Advisors, LLC | 0.25% | Reduce -13.6% | 23,415 | $568K |
| Main Street Financial Solutions, LLC | 0.05% | Add +0.1% | 22,704 | $550K |
| Waverly Advisors, LLC | 0.01% | Add +1.8% | 21,649 | $525K |
| Novem Group | 0.08% | — | 21,225 | $515K |
| Raab & Moskowitz Asset Management LLC | 0.12% | No change | 20,500 | $497K |
| Private Trust Co. NA | 0.05% | Add +2126.2% | 20,036 | $486K |
| Mgo One Seven LLC | 0.02% | No change | 19,240 | $466K |
| TKG Advisors, LLC | 0.21% | Reduce -0.1% | 18,258 | $463K |
| Bison Wealth, LLC | 0.10% | Add +20.6% | 18,580 | $450K |
| Insigneo Advisory Services, LLC | 0.05% | Add +62.3% | 18,416 | $446K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -25.0% | 18,299 | $444K |
| Moors & Cabot, Inc. | 0.02% | Add +17.3% | 17,459 | $423K |
| Calton & Associates, Inc. | 0.19% | New | 17,324 | $420K |
| Legacy Investment Solutions, LLC | 0.28% | Add +88.7% | 16,613 | $419K |
| Legacy Wealth Managment, LLC | 0.28% | Add +88.7% | 16,613 | $419K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -18.3% | 17,023 | $413K |
| AE Wealth Management LLC | 0.00% | Add +14.4% | 16,982 | $412K |
| Sunbelt Securities, Inc. | 0.04% | Add +69.4% | 16,926 | $409K |
| TCFG Wealth Management, LLC | 0.20% | No change | 16,529 | $401K |
| Total Clarity Wealth Management, Inc. | 0.13% | Add +7.5% | 16,305 | $395K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.14% | No change | 15,952 | $387K |
| Faithward Advisors, LLC | 0.07% | New | 15,951 | $387K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +67.8% | 15,782 | $382K |
| Marshall Investment Management, LLC | 0.22% | — | 15,346 | $378K |
| Walkner Condon Financial Advisors LLC | 0.08% | New | 15,250 | $370K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 15,070 | $365K |
| Acorn Wealth Advisors, LLC | 0.15% | Reduce -16.1% | 15,033 | $364K |
| Atria Investments, Inc | 0.00% | Reduce -23.0% | 14,466 | $351K |
| BlueChip Wealth Advisors LLC | 0.19% | No change | 14,198 | $344K |
| Apollon Wealth Management, LLC | 0.01% | Add +22.3% | 14,117 | $342K |
| Smith, Moore & Co. | 0.03% | Add +6.0% | 14,079 | $341K |
| ORG Partners LLC | 0.05% | New | 14,000 | $339K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +47.3% | 13,995 | $339K |
| Cherry Creek Investment Advisors, Inc. | 0.16% | Reduce -9.1% | 13,525 | $328K |
| Independent Financial Group, LLC | 0.01% | Add +0.5% | 13,359 | $324K |
| Independent Wealth Network Inc. | 0.13% | Add +26.0% | 13,340 | $323K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +27.2% | 12,611 | $306K |
| Greenleaf Trust | 0.00% | New | 12,500 | $303K |
| Plotkin Financial Advisors, LLC | 0.17% | Add +4.2% | 11,852 | $287K |
| Triad Wealth Partners, LLC | 0.10% | New | 11,714 | $284K |
| Quadrature Capital Ltd | 0.01% | New | 11,685 | $283K |
| Advisory Services Network, LLC | 0.01% | New | 11,371 | $276K |
| Accel Wealth Management | 0.10% | New | 11,076 | $268K |
| DHJJ Financial Advisors, Ltd. | 0.10% | Reduce -12.7% | 11,067 | $268K |
| Kraft, Davis & Associates, LLC | 0.08% | No change | 10,703 | $268K |
| Level Four Advisory Services, LLC | 0.01% | Add +20.9% | 10,989 | $266K |
| Darwin Wealth Management, LLC | 0.09% | Add +20.8% | 10,867 | $263K |
| Chilton Capital Management LLC | 0.01% | Add +231.3% | 10,785 | $261K |
| Hickory Asset Management, Inc. | 0.22% | — | 10,526 | $255K |
| Morgan Stanley | 0.00% | Add +30.6% | 9,983 | $242K |
| Triumph Capital Management | 0.08% | Reduce -50.2% | 9,812 | $238K |
| AlphaMark Advisors, LLC | 0.10% | No change | 9,750 | $236K |
| Brookstone Capital Management | 0.00% | New | 9,530 | $231K |
| NWF Advisory Services Inc. | 0.03% | New | 9,527 | $231K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -41.2% | 8,927 | $229K |
| Ignite Planners, LLC | 0.05% | No change | 9,162 | $224K |
| Ashton Thomas Securities, LLC | 0.06% | No change | 9,225 | $224K |
| HBW Advisory Services LLC | 0.02% | Reduce -26.1% | 9,202 | $223K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 8,446 | $205K |
| IronOak Wealth LLC. | 0.23% | — | 8,401 | $204K |
| Synergy Investment Management, LLC | 0.08% | — | 7,220 | $175K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 7,000 | $170K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 7,000 | $170K |
| Tidemark, LLC | 0.06% | New | 6,329 | $153K |
| Rothschild Investment LLC | 0.01% | Reduce -10.1% | 6,025 | $146K |
| Principal Securities, Inc. | 0.00% | Reduce -1.1% | 5,384 | $131K |
| Comerica Bank | 0.00% | Add +29.6% | 4,790 | $116K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -1.0% | 4,683 | $114K |
| Kestra Investment Management, LLC | 0.00% | New | 2,522 | $61K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,150 | $52K |
| Elevation Wealth Partners, LLC | 0.02% | New | 2,053 | $50K |
| Creekmur Asset Management LLC | 0.01% | Add +2.2% | 1,835 | $44K |
| Larson Financial Group LLC | 0.00% | Add +1.1% | 1,803 | $44K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 1,628 | $39K |
| Wagner Wealth Management, LLC | 0.01% | Add +2.1% | 1,519 | $37K |
| Global Trust Asset Management, LLC | 0.01% | New | 1,400 | $34K |
| IMG Wealth Management, Inc. | 0.03% | — | 1,167 | $28K |
| Clearstead Advisors, LLC | 0.00% | New | 1,053 | $26K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 1,000 | $24K |
| Bank of America Corp. | 0.00% | New | 1,000 | $24K |
| Kozak & Associates, Inc. | 0.00% | Add +2.1% | 810 | $20K |
| Luminist Capital LLC | 0.03% | — | 814 | $20K |
| POM Investment Strategies, LLC | 0.01% | No change | 769 | $19K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 627 | $15K |
| Founders Financial Alliance, LLC | 0.00% | No change | 500 | $12K |
| REAP Financial Group, LLC | 0.00% | New | 394 | $10K |
| SBI Securities Co., Ltd. | 0.00% | — | 381 | $9K |
| Golden State Wealth Management, LLC | 0.00% | — | 136 | $3K |
| Allworth Financial LP | 0.00% | New | 100 | $3K |
| Simplex Trading, LLC | 0.00% | New | 75 | $1K |
| Lanark Financial, Inc. | 0.02% | — | 9 | $224 |
| FMR LLC | 0.00% | New | 1 | $24 |
"% 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.