FT Vest Rising Dividend AchiRDVIETF

13F holders, Q2 2025 (June 30)
245holders +15
36new positions
20sold out
$24.71avg. 13F price*

At the end of Q2 2025, 245 institutions reported holding FT Vest Rising Dividend Achi (RDVI) in their 13F filings, up 15 from Q1 2025. 36 opened new positions and 20 sold out. The largest holders were LPL Financial LLC ($192.9M), Raymond James Financial Inc. ($64.0M) and Wells Fargo & Company ($58.6M).

Company
FT Vest Rising Dividend Achi
Filed as
FIRST TR EXCHANGE-TRADED FD (Q2 2025)
CUSIP
33738D879
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 150Q1 2024Q2 2024: 168Q2 2024Q3 2024: 192Q3 2024Q4 2024: 225Q4 2024Q1 2025: 230Q1 2025Q2 2025: 245Q2 2025Q3 2025: 249Q3 2025Q4 2025: 282Q4 2025Q1 2026: 283Q1 2026Q2 2026: 315Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions36$70.0M
Exits20$9.9M

All 13F filers, Q1 2025 → Q2 2025: 9,250,932 shares bought and 3,999,547 shares sold, net +5,251,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 245 holders

LPL Financial LLC 0.06% Add +13.3% 7,805,040 $192.9M
Raymond James Financial Inc. 0.02% Add +18.7% 2,589,340 $64.0M
Wells Fargo & Company 0.01% Add +13.5% 2,371,052 $58.6M
Stifel Financial Corp. 0.05% Add +45.5% 2,142,991 $53.0M
Royal Bank of Canada 0.01% Add +10.5% 1,849,080 $45.7M
Commonwealth Equity Services, LLC 0.06% Add +7.5% 1,826,770 $45.1M
Cetera Investment Advisers 0.06% Add +11.7% 1,521,561 $37.6M
Osaic Holdings, Inc. 0.05% Add +2.9% 1,206,446 $29.8M
Baird Financial Group, Inc. 0.04% Add +10.3% 1,020,175 $25.2M
Atlas Private Wealth Advisors 2.87% Add +69.7% 903,006 $22.3M
Focus Partners Wealth 0.05% New 857,825 $21.2M
Pinnacle Associates Ltd. 0.28% Add +5.6% 772,479 $19.1M
Park National Corp. 0.59% Add +2.5% 718,063 $17.7M
Cambridge Investment Research Advisors, Inc. 0.05% Add +2.4% 687,426 $17.0M
Arax Advisory Partners 0.78% Add +30.7% 685,753 $16.9M
Prospera Financial Services Inc 0.31% Add +17.7% 683,304 $16.9M
Kestra Advisory Services, LLC 0.08% Add +37.4% 645,042 $15.9M
Second Half Financial Partners, LLC 7.38% Add +2.2% 634,190 $15.7M
Envestnet Asset Management Inc. 0.00% Reduce -63.0% 613,236 $15.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +6.8% 591,620 $14.8M
Janney Montgomery Scott LLC 0.04% Add +14.3% 575,752 $14.2M
Harbour Investments, Inc. 0.35% Add +10.3% 564,819 $14.0M
Prime Capital Investment Advisors, LLC 0.19% Add +3213.4% 564,607 $14.0M
Adamsbrown Wealth Consultants LLC 3.88% Add +15.4% 541,004 $13.4M
VestGen Advisors, LLC 0.53% Add +9.7% 534,906 $13.2M
Beaumont Financial Advisors, LLC 0.91% New 508,460 $12.6M
Luken Investment Analytics, LLC 5.16% Reduce -28.8% 476,310 $11.8M
Clarus Group, Inc. 3.93% New 433,007 $10.7M
Argent Advisors, Inc. 2.96% Reduce -2.8% 386,701 $9.6M
Summit Financial Wealth Advisors, LLC 1.53% Reduce -0.6% 345,993 $8.5M
Silver Oak Securities, Incorporated 0.71% Add +30.8% 344,821 $8.5M
Echo Wealth Management, LLC 5.07% Reduce -0.2% 334,806 $8.3M
Pinnacle Wealth Management Advisory Group, LLC 0.65% Add +8.2% 318,232 $7.9M
Integrated Wealth Concepts LLC 0.08% Reduce -1.3% 315,465 $7.8M
Mariner, LLC 0.01% Add +27.8% 310,752 $7.7M
Principal Securities, Inc. 0.14% Add +5571.3% 305,342 $7.5M
Good Life Advisors, LLC 0.46% Add +11.7% 296,484 $7.3M
Cooper Capital Advisors LLC 6.95% New 291,424 $7.2M
HighTower Advisors, LLC 0.01% Add +0.8% 282,398 $7.0M
Concurrent Investment Advisors, LLC 0.11% Add +19.2% 228,560 $5.6M
Ergawealth Advisors, Inc. 2.13% Reduce -25.0% 191,905 $4.7M
Kingsview Wealth Management, LLC 0.08% Add +13.4% 189,271 $4.7M
Truist Financial Corp. 0.01% Reduce -85.9% 187,433 $4.6M
Avantax Advisory Services, Inc. 0.02% Reduce -1.4% 179,318 $4.4M
NewEdge Advisors, LLC 0.02% Reduce -19.4% 167,898 $4.1M
Gateway Wealth Partners, LLC 0.78% Add +2.7% 166,853 $4.1M
Stratos Wealth Partners, LTD. 0.06% Add +591.6% 163,639 $4.0M
Prostatis Group LLC 1.14% Add +11.3% 161,224 $4.0M
Capital Investment Advisory Services, LLC 0.30% Add +7.6% 148,096 $3.7M
Rockefeller Capital Management L.P. 0.01% Add +14.3% 147,119 $3.6M
Patriot Financial Group Insurance Agency, LLC 0.41% Add +18.6% 144,676 $3.6M
Private Advisor Group, LLC 0.02% Reduce -9.0% 142,300 $3.5M
Prosperity Financial Group, Inc. 1.48% Add +8.3% 140,889 $3.5M
RFG Advisory, LLC 0.08% Add +46.4% 134,626 $3.3M
Coppell Advisory Solutions LLC 0.39% Add +628.5% 135,223 $3.3M
Snowden Capital Advisors LLC 0.10% Add +2.5% 134,011 $3.3M
G&S Capital LLC 1.29% Add +1.2% 132,218 $3.3M
Trueblood Wealth Management, LLC 1.35% Add +5.6% 130,488 $3.2M
Whipplewood Advisors, LLC 1.75% Add +2526.5% 128,883 $3.2M
Susquehanna International Group, LLP 0.00% Add +107.8% 121,952 $3.0M
Semus Wealth Partners LLC 1.91% Add +3.5% 119,335 $2.9M
J.W. Cole Advisors, Inc. 0.06% Add +34.0% 118,014 $2.9M
Sanctuary Advisors, LLC 0.02% Add +2.0% 114,906 $2.8M
Atlas Wealth LLC 1.40% Add +0.7% 113,306 $2.8M
Midwest Financial Group LLC 1.41% Reduce -53.1% 108,595 $2.7M
RiverTree Advisors, LLC 1.76% New 106,154 $2.6M
Steward Partners Investment Advisory, LLC 0.02% Add +23.1% 105,675 $2.6M
Arq Wealth Advisors, LLC 0.90% No change 109,947 $2.6M
D.A. Davidson & Co. 0.02% Add +7.7% 98,553 $2.4M
Stephens Inc. 0.03% Add +5.0% 98,235 $2.4M
Rehmann Capital Advisory Group 0.15% Add +11.1% 97,702 $2.4M
StoneX Group Inc. 0.11% Add +3.6% 93,331 $2.3M
Oppenheimer & Co. Inc. 0.03% Add +167.7% 92,544 $2.3M
Maridea Wealth Management LLC 0.58% New 89,941 $2.2M
KPP Advisory Services LLC 0.36% Add +2.1% 88,130 $2.2M
Capital Analysts, LLC 0.07% Reduce -0.6% 87,484 $2.2M
Atria Wealth Solutions, Inc. 0.05% Add +3.6% 82,162 $2.0M
Balboa Wealth Partners 0.41% Add +59.2% 81,588 $2.0M
Delta Investment Management, LLC 0.38% Add +11.0% 79,777 $2.0M
Wedbush Securities Inc. 0.07% Add +9.1% 75,372 $1.9M
IHT Wealth Management, LLC 0.05% Add +115.1% 75,319 $1.9M
Independent Financial Group, LLC 0.05% Add +125.2% 75,310 $1.9M
Aurora Private Wealth, Inc. 1.37% Add +143.0% 74,971 $1.9M
IFP Advisors, Inc 0.05% Reduce -7.2% 74,071 $1.8M
Truvestments Capital LLC 0.34% Reduce -14.9% 69,388 $1.7M
Stonebridge Financial Planning Group, LLC 0.71% Add +8.3% 68,696 $1.7M
Triumph Capital Management 0.49% New 66,303 $1.6M
Kestra Private Wealth Services, LLC 0.02% Add +13.0% 65,376 $1.6M
Boyce & Associates Wealth Consulting, Inc. 1.47% Add +17.4% 65,345 $1.6M
Synovus Financial Corp. 0.02% Add +443.4% 64,967 $1.6M
Cwm, LLC 0.01% Add +4.5% 64,942 $1.6M
Ausdal Financial Partners, Inc. 0.11% Add +1.8% 64,656 $1.6M
Brookstone Capital Management 0.02% Add +44.4% 62,875 $1.6M
Econ Financial Services Corp 0.80% Reduce -6.0% 62,530 $1.5M
Owen LaRue, LLC 0.65% Reduce -34.8% 62,136 $1.5M
GPS Wealth Strategies Group, LLC 0.17% Add +16.4% 58,683 $1.5M
Moloney Securities Asset Management, LLC 0.18% Add +3.6% 58,620 $1.4M
Sequent Planning LLC 0.45% Add +5.9% 57,286 $1.4M
Ameritas Advisory Services, LLC 0.07% Reduce -8.2% 56,365 $1.4M
Equitable Holdings, Inc. 0.01% Add +26.5% 56,320 $1.4M

"% 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.

Show all 245 holders