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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $70.0M |
| Exits | 20 | $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 |
| Atlantic Union Bankshares Corp | 0.03% | New | 56,223 | $1.4M |
| Lifeworks Advisors, LLC | 0.21% | Reduce -4.2% | 55,852 | $1.4M |
| Creative Planning | 0.00% | No change | 55,758 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +23.0% | 55,708 | $1.4M |
| Beacon Financial Group | 0.14% | Reduce -0.2% | 54,880 | $1.4M |
| Quad-Cities Investment Group, LLC | 0.62% | Add +7.7% | 54,793 | $1.4M |
| Retirement Planning Group, LLC | 0.06% | Add +22.0% | 53,867 | $1.3M |
| International Assets Investment Management, LLC | 0.10% | Add +20.6% | 52,300 | $1.3M |
| Harvest Investment Services, LLC | 0.28% | Reduce -22.2% | 50,633 | $1.3M |
| MTM Investment Management, LLC | 0.41% | No change | 49,662 | $1.2M |
| Resolute Wealth Strategies, LLC | 0.65% | Add +11.6% | 49,043 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +0.4% | 49,028 | $1.2M |
| Arkadios Wealth Advisors | 0.03% | Add +16.4% | 45,444 | $1.1M |
| Western Wealth Management, LLC | 0.07% | Add +0.4% | 44,873 | $1.1M |
| Marshall Financial Group, LLC | 0.22% | Add +18.3% | 44,426 | $1.1M |
| Insight Advisors, LLC/ PA | 0.18% | Add +2.7% | 44,394 | $1.1M |
| Comprehensive Financial Planning, Inc. | 0.84% | Add +4.6% | 43,270 | $1.1M |
| NFSG Corp | 0.17% | New | 43,266 | $1.1M |
| Compound Planning, Inc. | 0.04% | Reduce -3.8% | 43,266 | $1.1M |
| Milestone Asset Management, LLC | 0.21% | Add +47.5% | 40,171 | $993K |
| Calton & Associates, Inc. | 0.17% | Add +63.6% | 38,662 | $955K |
| MML Investors Services, LLC | 0.00% | Reduce -23.3% | 37,782 | $934K |
| TrueWealth Advisors, LLC | 0.28% | Add +2.0% | 37,736 | $932K |
| CoreCap Advisors, LLC | 0.04% | Add +32.4% | 37,621 | $930K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -24.1% | 37,076 | $916K |
| Farther Finance Advisors, LLC | 0.02% | Add +197.4% | 35,264 | $871K |
| Thrivent Financial for Lutherans | 0.00% | Add +4.2% | 35,109 | $868K |
| Global Assets Advisory, LLC | 0.34% | Reduce -67.8% | 34,775 | $868K |
| Centaurus Financial, Inc. | 0.05% | Add +25.9% | 35,003 | $865K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +36.7% | 34,979 | $864K |
| Tidemark, LLC | 0.27% | Add +72.9% | 34,275 | $847K |
| Plotkin Financial Advisors, LLC | 0.46% | Add +13.8% | 33,857 | $837K |
| Sigma Planning Corp | 0.02% | Reduce -50.7% | 33,504 | $828K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -26.8% | 33,129 | $819K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +14.3% | 33,125 | $819K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -7.8% | 32,757 | $809K |
| Bank of America Corp. | 0.00% | Reduce -1.9% | 32,293 | $798K |
| Herold Advisors, Inc. | 0.17% | Reduce -39.0% | 31,958 | $790K |
| Old Mission Capital LLC | 0.02% | New | 31,007 | $766K |
| Garden State Investment Advisory Services LLC | 0.20% | Reduce -5.3% | 30,511 | $754K |
| Regal Investment Advisors LLC | 0.06% | New | 29,767 | $736K |
| Tyler-Stone Wealth Management | 0.12% | Add +8.8% | 29,601 | $731K |
| Avior Wealth Management, LLC | 0.03% | Reduce -0.1% | 29,521 | $729K |
| Chilton Capital Management LLC | 0.03% | Add +1.8% | 27,862 | $688K |
| First Trust Advisors LP | 0.00% | New | 27,782 | $686K |
| Legacy Investment Solutions, LLC | 0.36% | — | 27,523 | $680K |
| Legacy Wealth Managment, LLC | 0.36% | Add +33.4% | 27,523 | $680K |
| Insigneo Advisory Services, LLC | 0.06% | Add +21.4% | 26,716 | $660K |
| Centerpoint Advisory Group | 0.57% | New | 26,685 | $659K |
| &partners | 0.01% | Reduce -86.8% | 26,522 | $655K |
| Asset Allocation Strategies LLC | 0.14% | New | 26,251 | $649K |
| Integrated Advisors Network LLC | 0.03% | New | 26,019 | $643K |
| Core Wealth Partners LLC | 0.32% | Add +75.0% | 25,258 | $624K |
| Next Level Private LLC | 0.20% | Reduce -9.8% | 25,106 | $620K |
| WMG Financial Advisors, LLC | 0.23% | New | 25,097 | $620K |
| QTR Family Wealth, LLC | 0.37% | Add +5.0% | 24,418 | $603K |
| Private Trust Co. NA | 0.06% | Reduce -3.0% | 24,036 | $594K |
| Daymark Wealth Partners, LLC | 0.02% | Add +149.7% | 22,340 | $552K |
| Waverly Advisors, LLC | 0.01% | Add +1.4% | 22,251 | $550K |
| Mgo One Seven LLC | 0.02% | Add +0.1% | 22,160 | $548K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 20,782 | $514K |
| Raab & Moskowitz Asset Management LLC | 0.12% | No change | 20,500 | $507K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.2% | 20,286 | $501K |
| AE Wealth Management LLC | 0.00% | Add +33.0% | 19,853 | $491K |
| TKG Advisors, LLC | 0.22% | Add +10.7% | 19,579 | $484K |
| BlueChip Wealth Advisors LLC | 0.20% | No change | 19,324 | $477K |
| Novem Group | 0.06% | Reduce -15.6% | 18,302 | $452K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +15.4% | 18,138 | $448K |
| Faithward Advisors, LLC | 0.07% | Add +3.3% | 17,859 | $441K |
| Moors & Cabot, Inc. | 0.02% | Add +2.3% | 17,782 | $439K |
| Independent Wealth Network Inc. | 0.16% | Add +2.0% | 17,254 | $426K |
| Jane Street Group, LLC | 0.00% | Reduce -84.5% | 17,163 | $424K |
| IFG Advisory, LLC | 0.02% | New | 17,146 | $424K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -72.7% | 17,081 | $422K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -5.9% | 16,744 | $414K |
| TCFG Wealth Management, LLC | 0.19% | No change | 16,729 | $413K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -1.9% | 17,037 | $413K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 16,495 | $408K |
| Total Clarity Wealth Management, Inc. | 0.12% | No change | 16,305 | $403K |
| Advisory Services Network, LLC | 0.01% | Add +31.8% | 16,209 | $401K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.13% | No change | 15,952 | $394K |
| Apollon Wealth Management, LLC | 0.01% | No change | 15,244 | $377K |
| Acorn Wealth Advisors, LLC | 0.14% | Add +0.5% | 15,174 | $375K |
| Darwin Wealth Management, LLC | 0.13% | Add +36.4% | 14,823 | $366K |
| Smith, Moore & Co. | 0.03% | Reduce -0.4% | 14,209 | $351K |
| Level Four Advisory Services, LLC | 0.01% | Add +11.0% | 14,186 | $351K |
| Atria Investments, Inc | 0.00% | Reduce -9.8% | 13,997 | $346K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -96.1% | 13,986 | $346K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -18.3% | 13,785 | $341K |
| L.M. Kohn & Company | 0.09% | New | 13,520 | $334K |
| Endeavor Private Wealth, Inc. | 0.15% | New | 12,995 | $321K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +31.0% | 12,962 | $320K |
| Morgan Stanley | 0.00% | Add +0.9% | 12,692 | $314K |
| Accel Wealth Management | 0.10% | Add +4.6% | 12,352 | $305K |
| Ashton Thomas Securities, LLC | 0.07% | Add +32.5% | 12,225 | $302K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +8.3% | 12,135 | $300K |
| HBW Advisory Services LLC | 0.04% | No change | 12,012 | $297K |
| Tounjian Advisory Partners, LLC | 0.05% | No change | 11,665 | $277K |
| Lanark Financial, Inc. | 0.02% | Add +0.7% | 10,874 | $268K |
| TFB Advisors LLC | 0.07% | New | 10,732 | $265K |
| Clear Creek Financial Management, LLC | 0.02% | Add +22.2% | 10,530 | $260K |
| Ignite Planners, LLC | 0.04% | Add +11.0% | 10,169 | $252K |
| Hickory Asset Management, Inc. | 0.20% | Reduce -4.6% | 9,769 | $241K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -26.7% | 9,750 | $241K |
| Cherry Creek Investment Advisors, Inc. | 0.11% | Reduce -0.3% | 9,674 | $239K |
| EP Wealth Advisors, LLC | 0.00% | New | 9,650 | $238K |
| Benjamin Edwards Inc. | 0.00% | New | 9,620 | $238K |
| Comerica Bank | 0.00% | Add +106.0% | 9,611 | $237K |
| Catherine Avery Investment Management LLC | 0.17% | Reduce -30.4% | 9,324 | $230K |
| Cresset Asset Management, LLC | 0.00% | New | 9,198 | $227K |
| Formidable Asset Management, LLC | 0.04% | No change | 9,475 | $225K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 8,933 | $221K |
| Brookwood Investment Group LLC | 0.04% | Add +0.4% | 8,813 | $218K |
| Mach-1 Financial Group, LLC | 0.06% | New | 8,793 | $217K |
| Prospect Financial Services LLC | 0.13% | New | 8,578 | $212K |
| Northwest Financial Advisors | 0.29% | New | 8,516 | $210K |
| NWF Advisory Services Inc. | 0.03% | New | 8,500 | $210K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Reduce -15.7% | 8,482 | $210K |
| Visionary Wealth Advisors | 0.01% | New | 8,480 | $210K |
| Kraft, Davis & Associates, LLC | 0.06% | New | 8,361 | $209K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 8,263 | $204K |
| National Wealth Management Group, LLC | 0.11% | New | 8,251 | $204K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 7,000 | $173K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 7,000 | $173K |
| ORG Partners LLC | 0.03% | Reduce -37.5% | 5,000 | $125K |
| Barrett & Company, Inc. | 0.05% | New | 4,875 | $120K |
| Rothschild Investment LLC | 0.01% | No change | 4,675 | $116K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +177.9% | 4,169 | $104K |
| Geneos Wealth Management Inc. | 0.00% | Add +18.8% | 3,044 | $75K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +60.4% | 2,874 | $70K |
| IMG Wealth Management, Inc. | 0.04% | Add +31.4% | 2,253 | $56K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 2,053 | $51K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 2,000 | $49K |
| Creekmur Asset Management LLC | 0.01% | Add +2.1% | 1,916 | $47K |
| Larson Financial Group LLC | 0.00% | Add +1.1% | 1,843 | $46K |
| Wagner Wealth Management, LLC | 0.01% | Add +2.0% | 1,745 | $43K |
| Allworth Financial LP | 0.00% | New | 1,617 | $40K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -17.0% | 1,457 | $36K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,053 | $26K |
| Kozak & Associates, Inc. | 0.00% | Add +2.2% | 846 | $21K |
| Blue Trust, Inc. | 0.00% | New | 500 | $12K |
| JPMorgan Chase & Co. | 0.00% | Reduce -88.3% | 382 | $9K |
| Global Retirement Partners, LLC | 0.00% | — | 328 | $8K |
| Hantz Financial Services, Inc. | 0.00% | No change | 163 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -85.3% | 28 | $692 |
"% 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.