FT Vest Rising Dividend AchiRDVIETF
13F holders, Q1 2025 (March 31)230holders +5
26new positions
18sold out
$23.78avg. 13F price*
At the end of Q1 2025, 230 institutions reported holding FT Vest Rising Dividend Achi (RDVI) in their 13F filings, up 5 from Q4 2024. 26 opened new positions and 18 sold out. The largest holders were LPL Financial LLC ($163.4M), Raymond James Financial Inc. ($51.7M) and Wells Fargo & Company ($49.6M).
- Company
- FT Vest Rising Dividend Achi
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q1 2025)
- CUSIP
- 33738D879
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $28.9M |
| Exits | 18 | $17.3M |
All 13F filers, Q4 2024 → Q1 2025: 6,951,185 shares bought and 2,297,858 shares sold, net +4,653,327 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 230 holders
| LPL Financial LLC | 0.06% | Add +15.3% | 6,889,305 | $163.4M |
| Raymond James Financial Inc. | 0.02% | Add +34.7% | 2,181,684 | $51.7M |
| Wells Fargo & Company | 0.01% | Add +30.9% | 2,089,017 | $49.6M |
| Commonwealth Equity Services, LLC | 0.06% | Add +3.6% | 1,700,031 | $40.3M |
| Royal Bank of Canada | 0.01% | Add +41.1% | 1,672,762 | $39.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.8% | 1,656,121 | $39.3M |
| Stifel Financial Corp. | 0.04% | Add +0.9% | 1,472,646 | $34.9M |
| Cetera Investment Advisers | 0.06% | Add +16.2% | 1,362,285 | $32.3M |
| Truist Financial Corp. | 0.05% | Reduce -3.3% | 1,333,490 | $31.6M |
| Osaic Holdings, Inc. | 0.06% | Add +5.5% | 1,171,960 | $27.8M |
| Spectrum Wealth Counsel, LLC | 3.02% | Add +1.1% | 1,061,445 | $25.2M |
| Baird Financial Group, Inc. | 0.04% | Add +14.6% | 924,709 | $21.9M |
| Pinnacle Associates Ltd. | 0.25% | Add +16.6% | 731,707 | $17.4M |
| Park National Corp. | 0.61% | Add +1.4% | 700,203 | $16.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +3.3% | 671,580 | $15.9M |
| Luken Investment Analytics, LLC | 7.43% | Add +74.8% | 668,603 | $15.9M |
| Second Half Financial Partners, LLC | 7.30% | Reduce -15.6% | 620,431 | $14.7M |
| Prospera Financial Services Inc | 0.32% | Add +31.0% | 580,680 | $13.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +9.6% | 553,881 | $13.1M |
| Atlas Private Wealth Advisors | 1.76% | Add +1792.5% | 532,154 | $12.6M |
| Arax Advisory Partners | 0.80% | Reduce -49.4% | 524,753 | $12.4M |
| Harbour Investments, Inc. | 0.35% | Add +10.4% | 512,004 | $12.1M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -5.2% | 503,736 | $11.9M |
| VestGen Advisors, LLC | 0.53% | — | 487,590 | $11.6M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -18.6% | 469,604 | $11.1M |
| Adamsbrown Wealth Consultants LLC | 3.49% | New | 468,939 | $11.1M |
| Argent Advisors, Inc. | 3.16% | Add +50.8% | 398,017 | $9.4M |
| B. Riley Wealth Advisors, Inc. | 0.26% | Add +9.6% | 362,225 | $8.6M |
| Summit Financial Wealth Advisors, LLC | 1.64% | Add +9.6% | 347,949 | $8.3M |
| Echo Wealth Management, LLC | 5.38% | Reduce -15.8% | 335,481 | $8.0M |
| Integrated Wealth Concepts LLC | 0.09% | Add +8.4% | 319,490 | $7.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.65% | Add +22.5% | 294,212 | $7.0M |
| HighTower Advisors, LLC | 0.01% | Add +0.9% | 280,235 | $6.6M |
| Good Life Advisors, LLC | 0.44% | Add +49.6% | 265,437 | $6.3M |
| Silver Oak Securities, Incorporated | 0.58% | Add +13.7% | 263,693 | $6.2M |
| Ergawealth Advisors, Inc. | 3.01% | Add +14.8% | 255,887 | $6.1M |
| Mariner, LLC | 0.01% | Add +10.3% | 243,196 | $5.8M |
| Midwest Financial Group LLC | 3.19% | Reduce -15.5% | 231,518 | $5.5M |
| NewEdge Advisors, LLC | 0.03% | Add +7.0% | 208,446 | $4.9M |
| &partners | 0.05% | Add +31.8% | 201,725 | $4.7M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +40.4% | 191,755 | $4.5M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -7.9% | 181,790 | $4.3M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -3.5% | 166,909 | $4.0M |
| Gateway Wealth Partners, LLC | 0.87% | New | 162,429 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Add +9.3% | 156,390 | $3.7M |
| Prostatis Group LLC | 1.08% | Add +3.9% | 144,899 | $3.4M |
| Capital Investment Advisory Services, LLC | 0.29% | Add +85.7% | 137,672 | $3.3M |
| Snowden Capital Advisors LLC | 0.10% | Add +13.2% | 130,763 | $3.1M |
| G&S Capital LLC | 1.32% | Add +7.5% | 130,685 | $3.1M |
| Prosperity Financial Group, Inc. | 1.54% | Add +27.4% | 130,124 | $3.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +163.9% | 128,715 | $3.1M |
| Trueblood Wealth Management, LLC | 1.36% | Add +25.7% | 123,564 | $2.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.39% | Add +24.0% | 122,030 | $2.9M |
| Whipplewood Advisors, LLC | 1.70% | Reduce -96.0% | 4,907 | $2.9M |
| Semus Wealth Partners LLC | 1.91% | Add +16.4% | 115,354 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +4.6% | 112,612 | $2.7M |
| Atlas Wealth LLC | 1.46% | Reduce -8.3% | 112,560 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +215.9% | 110,807 | $2.6M |
| Arq Wealth Advisors, LLC | 0.97% | Add +76.2% | 109,947 | $2.6M |
| Global Assets Advisory, LLC | 0.46% | Add +195.9% | 107,850 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 99,240 | $2.4M |
| Owen LaRue, LLC | 1.13% | Add +1.6% | 95,274 | $2.3M |
| Stephens Inc. | 0.03% | Add +2.7% | 93,595 | $2.2M |
| RFG Advisory, LLC | 0.06% | Add +23.8% | 91,976 | $2.2M |
| D.A. Davidson & Co. | 0.02% | Add +7.5% | 91,479 | $2.2M |
| StoneX Group Inc. | 0.12% | Add +12.3% | 90,079 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +91.0% | 88,043 | $2.1M |
| Capital Analysts, LLC | 0.08% | Add +13.9% | 88,019 | $2.1M |
| Rehmann Capital Advisory Group | 0.13% | Reduce -18.1% | 87,935 | $2.1M |
| KPP Advisory Services LLC | 0.39% | Add +6.8% | 86,344 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +103.8% | 85,816 | $2.0M |
| Truvestments Capital LLC | 0.42% | Reduce -12.5% | 81,499 | $1.9M |
| IFP Advisors, Inc | 0.06% | Add +12.6% | 79,804 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +37.6% | 79,305 | $1.9M |
| Delta Investment Management, LLC | 0.34% | Reduce -22.0% | 71,888 | $1.7M |
| Wedbush Securities Inc. | 0.06% | Add +3.1% | 69,075 | $1.6M |
| Sigma Planning Corp | 0.05% | Reduce -22.5% | 67,909 | $1.6M |
| Econ Financial Services Corp | 0.84% | New | 66,551 | $1.6M |
| Harvest Investment Services, LLC | 0.43% | Reduce -37.8% | 65,066 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.11% | New | 63,545 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.69% | Add +15.2% | 63,445 | $1.5M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -6.6% | 62,499 | $1.5M |
| Cwm, LLC | 0.01% | Add +4.2% | 62,127 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +13.3% | 61,379 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +122.4% | 58,681 | $1.4M |
| Lifeworks Advisors, LLC | 0.23% | New | 58,302 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +5.2% | 57,874 | $1.4M |
| Virtue Capital Management, LLC | 0.16% | New | 56,949 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.18% | Add +1.8% | 56,554 | $1.3M |
| Sandy Spring Bank | 0.06% | Add +0.6% | 56,350 | $1.3M |
| Creative Planning | 0.00% | New | 55,758 | $1.3M |
| Boyce & Associates Wealth Consulting, Inc. | 1.32% | Add +19.8% | 55,642 | $1.3M |
| Beacon Financial Group | 0.14% | Add +13.5% | 55,009 | $1.3M |
| Sequent Planning LLC | 0.46% | Reduce -0.3% | 54,104 | $1.3M |
| Herold Advisors, Inc. | 0.27% | Reduce -4.1% | 52,348 | $1.2M |
| Balboa Wealth Partners | 0.29% | Add +5.2% | 51,250 | $1.2M |
| Quad-Cities Investment Group, LLC | 0.60% | Add +25.3% | 50,895 | $1.2M |
| GPS Wealth Strategies Group, LLC | 0.16% | Add +18.8% | 50,405 | $1.2M |
| MTM Investment Management, LLC | 0.46% | No change | 49,662 | $1.2M |
| Secure Asset Management, LLC | 0.24% | Add +1.8% | 49,634 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -25.4% | 49,272 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +8.0% | 48,854 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +1.3% | 48,833 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +62.4% | 45,305 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +62.4% | 45,305 | $1.1M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -4.6% | 45,250 | $1.1M |
| Compound Planning, Inc. | 0.05% | Reduce -1.4% | 44,969 | $1.1M |
| Western Wealth Management, LLC | 0.07% | Reduce -4.3% | 44,707 | $1.1M |
| SLT Holdings LLC | 1.05% | Reduce -4.0% | 44,700 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +64.8% | 44,527 | $1.1M |
| Retirement Planning Group, LLC | 0.05% | Add +82.2% | 44,166 | $1.0M |
| Resolute Wealth Strategies, LLC | 0.58% | Add +33.9% | 43,939 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +357.0% | 43,552 | $1.0M |
| International Assets Investment Management, LLC | 0.09% | Reduce -20.8% | 43,349 | $1.0M |
| Insight Advisors, LLC/ PA | 0.18% | Add +15.4% | 43,239 | $1.0M |
| Comprehensive Financial Planning, Inc. | 0.95% | Add +1.6% | 41,371 | $981K |
| Winnacle Wealth LLC | 0.89% | New | 40,644 | $964K |
| Arkadios Wealth Advisors | 0.04% | Add +26.7% | 39,043 | $926K |
| Marshall Financial Group, LLC | 0.19% | Reduce -10.5% | 37,546 | $891K |
| TrueWealth Advisors, LLC | 0.29% | Add +6.5% | 36,982 | $877K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +3.5% | 35,539 | $843K |
| IHT Wealth Management, LLC | 0.03% | Add +19.3% | 35,011 | $830K |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.2% | 34,568 | $820K |
| Thrivent Financial for Lutherans | 0.00% | Add +12.7% | 33,705 | $799K |
| Independent Financial Group, LLC | 0.03% | Add +150.3% | 33,444 | $793K |
| Bank of America Corp. | 0.00% | Add +3191.2% | 32,912 | $781K |
| Garden State Investment Advisory Services LLC | 0.24% | Reduce -7.3% | 32,230 | $764K |
| Aurora Private Wealth, Inc. | 0.58% | Add +14.0% | 30,851 | $732K |
| Plotkin Financial Advisors, LLC | 0.43% | Add +151.1% | 29,758 | $706K |
| Avior Wealth Management, LLC | 0.03% | Add +1.7% | 29,566 | $701K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +14.8% | 28,977 | $687K |
| CoreCap Advisors, LLC | 0.03% | Reduce -6.9% | 28,415 | $674K |
| Next Level Private LLC | 0.25% | Add +14.1% | 27,846 | $661K |
| Centaurus Financial, Inc. | 0.04% | Add +7.1% | 27,797 | $659K |
| WCG Wealth Advisors LLC | 0.05% | New | 27,703 | $657K |
| Chilton Capital Management LLC | 0.03% | Add +153.9% | 27,381 | $649K |
| Milestone Asset Management, LLC | 0.14% | Reduce -45.6% | 27,231 | $646K |
| Tyler-Stone Wealth Management | 0.12% | Add +7.0% | 27,211 | $645K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +50.8% | 25,666 | $609K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -87.2% | 25,590 | $607K |
| Private Trust Co. NA | 0.06% | Add +23.7% | 24,786 | $588K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +180.2% | 23,662 | $561K |
| Calton & Associates, Inc. | 0.13% | Add +36.4% | 23,634 | $561K |
| QTR Family Wealth, LLC | 0.42% | — | 23,261 | $552K |
| Mgo One Seven LLC | 0.02% | Add +15.0% | 22,130 | $525K |
| Insigneo Advisory Services, LLC | 0.05% | Add +19.6% | 22,016 | $522K |
| Waverly Advisors, LLC | 0.01% | Add +1.4% | 21,955 | $521K |
| Novem Group | 0.07% | Add +2.2% | 21,685 | $514K |
| Legacy Wealth Managment, LLC | 0.36% | Add +24.2% | 20,631 | $489K |
| Raab & Moskowitz Asset Management LLC | 0.12% | No change | 20,500 | $486K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -10.8% | 20,244 | $480K |
| Tidemark, LLC | 0.17% | Add +213.2% | 19,823 | $470K |
| BlueChip Wealth Advisors LLC | 0.23% | Add +36.1% | 19,324 | $458K |
| Coppell Advisory Solutions LLC | 0.06% | New | 18,563 | $425K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -2.7% | 17,799 | $422K |
| TKG Advisors, LLC | 0.21% | Reduce -3.1% | 17,685 | $419K |
| Moors & Cabot, Inc. | 0.02% | Reduce -0.4% | 17,388 | $412K |
| Sunbelt Securities, Inc. | 0.04% | Add +2.6% | 17,366 | $412K |
| Faithward Advisors, LLC | 0.07% | Add +8.3% | 17,283 | $410K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +13.1% | 17,040 | $404K |
| Marshall Investment Management, LLC | 0.25% | Add +11.0% | 17,029 | $404K |
| Independent Wealth Network Inc. | 0.16% | Add +26.8% | 16,914 | $401K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -49.3% | 16,879 | $400K |
| TCFG Wealth Management, LLC | 0.20% | Add +1.2% | 16,729 | $397K |
| Total Clarity Wealth Management, Inc. | 0.13% | No change | 16,305 | $395K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +18.0% | 16,520 | $392K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.13% | No change | 15,952 | $378K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.4% | 15,723 | $373K |
| Atria Investments, Inc | 0.00% | Add +7.3% | 15,519 | $368K |
| Apollon Wealth Management, LLC | 0.01% | Add +8.0% | 15,244 | $362K |
| Acorn Wealth Advisors, LLC | 0.15% | Add +0.5% | 15,104 | $358K |
| AE Wealth Management LLC | 0.00% | Reduce -12.1% | 14,931 | $354K |
| Core Wealth Partners LLC | 0.20% | New | 14,436 | $342K |
| Smith, Moore & Co. | 0.03% | Add +1.3% | 14,268 | $338K |
| Catherine Avery Investment Management LLC | 0.28% | New | 13,404 | $318K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -12.8% | 13,300 | $315K |
| Level Four Advisory Services, LLC | 0.01% | Add +16.3% | 12,780 | $303K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 12,611 | $299K |
| N.E.W. Advisory Services LLC | 0.02% | New | 12,610 | $299K |
| Morgan Stanley | 0.00% | Add +26.0% | 12,582 | $298K |
| Greenleaf Trust | 0.00% | No change | 12,500 | $297K |
| Advisory Services Network, LLC | 0.01% | Add +8.2% | 12,300 | $292K |
| HBW Advisory Services LLC | 0.04% | Add +30.5% | 12,012 | $285K |
| Synovus Financial Corp. | 0.00% | New | 11,955 | $284K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -78.2% | 11,859 | $282K |
| Accel Wealth Management | 0.10% | Add +6.6% | 11,811 | $280K |
| Tounjian Advisory Partners, LLC | 0.05% | — | 11,665 | $277K |
| Pine Valley Investments Ltd Liability Co | 0.02% | New | 11,200 | $266K |
| Darwin Wealth Management, LLC | 0.09% | No change | 10,867 | $263K |
| Lanark Financial, Inc. | 0.02% | — | 10,794 | $256K |
| Hickory Asset Management, Inc. | 0.22% | Reduce -2.7% | 10,241 | $243K |
| DHJJ Financial Advisors, Ltd. | 0.10% | Reduce -9.1% | 10,062 | $239K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +111.3% | 9,893 | $235K |
| Cherry Creek Investment Advisors, Inc. | 0.12% | Reduce -28.3% | 9,703 | $230K |
| Formidable Asset Management, LLC | 0.04% | New | 9,475 | $225K |
| Ashton Thomas Securities, LLC | 0.06% | No change | 9,225 | $219K |
| Daymark Wealth Partners, LLC | 0.01% | New | 8,948 | $212K |
| Ignite Planners, LLC | 0.04% | No change | 9,162 | $210K |
| Brookwood Investment Group LLC | 0.04% | — | 8,778 | $208K |
| Clear Creek Financial Management, LLC | 0.02% | New | 8,620 | $204K |
| ORG Partners LLC | 0.05% | Reduce -42.9% | 8,000 | $190K |
| Synergy Investment Management, LLC | 0.07% | No change | 7,220 | $171K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 7,000 | $166K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 7,000 | $166K |
| Principal Securities, Inc. | 0.00% | No change | 5,384 | $131K |
| Rothschild Investment LLC | 0.01% | Reduce -22.4% | 4,675 | $111K |
| Comerica Bank | 0.00% | Reduce -2.6% | 4,665 | $111K |
| Founders Financial Alliance, LLC | 0.03% | Add +800.0% | 4,500 | $107K |
| JPMorgan Chase & Co. | 0.00% | Reduce -95.6% | 3,267 | $77K |
| Spire Wealth Management | 0.00% | New | 2,675 | $63K |
| Geneos Wealth Management Inc. | 0.00% | Add +19.2% | 2,562 | $61K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 2,053 | $49K |
| Smallwood Wealth Investment Management, LLC | 0.03% | New | 2,000 | $47K |
| Creekmur Asset Management LLC | 0.01% | Add +2.2% | 1,876 | $44K |
| Larson Financial Group LLC | 0.00% | Add +1.1% | 1,823 | $43K |
| Hazlett, Burt & Watson, Inc. | 0.02% | New | 1,792 | $43K |
| SBI Securities Co., Ltd. | 0.00% | Add +360.9% | 1,756 | $42K |
| IMG Wealth Management, Inc. | 0.04% | Add +47.0% | 1,715 | $41K |
| Wagner Wealth Management, LLC | 0.01% | Add +12.6% | 1,711 | $41K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -7.9% | 1,500 | $36K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,053 | $25K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -28.6% | 1,000 | $24K |
| Qube Research & Technologies Ltd | 0.00% | New | 839 | $20K |
| Kozak & Associates, Inc. | 0.00% | Add +2.2% | 828 | $19K |
| FWL Investment Management, LLC | 0.01% | New | 587 | $14K |
| Transce3nd, LLC | 0.01% | New | 581 | $14K |
| REAP Financial Group, LLC | 0.00% | Add +2.0% | 402 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -69.5% | 191 | $5K |
| Hantz Financial Services, Inc. | 0.00% | New | 163 | $4K |
| FMR LLC | 0.00% | Add +4500.0% | 46 | $1K |
"% 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.