FT Vest Rising Dividend AchiRDVIETF

13F holders, Q3 2025 (September 30)
249holders +4
26new positions
14sold out
1famous investor
$25.84avg. 13F price*

At the end of Q3 2025, 249 institutions reported holding FT Vest Rising Dividend Achi (RDVI) in their 13F filings, up 4 from Q2 2025. 26 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($239.7M), Raymond James Financial Inc. ($77.6M) and Wells Fargo & Company ($68.2M). 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions26$32.0M
Exits14$20.6M

All 13F filers, Q2 2025 → Q3 2025: 7,654,233 shares bought and 1,876,449 shares sold, net +5,777,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 249 holders

LPL Financial LLC 0.07% Add +18.8% 9,273,625 $239.7M
Raymond James Financial Inc. 0.03% Add +16.0% 3,003,567 $77.6M
Wells Fargo & Company 0.01% Add +11.2% 2,637,393 $68.2M
Stifel Financial Corp. 0.05% Add +3.6% 2,219,215 $57.4M
Cetera Investment Advisers 0.06% Add +37.9% 2,097,623 $54.2M
Royal Bank of Canada 0.01% Add +6.3% 1,966,169 $50.8M
Commonwealth Equity Services, LLC 0.07% Add +6.2% 1,939,836 $50.1M
Osaic Holdings, Inc. 0.05% Add +22.8% 1,480,880 $37.9M
Baird Financial Group, Inc. 0.04% Reduce -5.6% 962,695 $24.9M
Envestnet Asset Management Inc. 0.01% Add +50.5% 923,088 $23.9M
Cambridge Investment Research Advisors, Inc. 0.06% Add +32.2% 908,763 $23.5M
Focus Partners Wealth 0.04% Reduce -0.2% 856,412 $22.1M
Kestra Advisory Services, LLC 0.10% Add +25.1% 806,916 $20.9M
Pinnacle Associates Ltd. 0.27% Add +3.5% 799,660 $20.7M
Prospera Financial Services Inc 0.33% Add +10.2% 753,087 $19.5M
Park National Corp. 0.56% Reduce -3.4% 693,897 $17.9M
Merit Financial Group, LLC 0.15% New 646,003 $16.7M
Second Half Financial Partners, LLC 7.15% Reduce -1.0% 628,118 $16.2M
Luken Investment Analytics, LLC 6.34% Add +31.8% 627,752 $16.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +4.7% 619,155 $16.0M
Adamsbrown Wealth Consultants LLC 4.24% Add +10.0% 595,337 $15.4M
Harbour Investments, Inc. 0.35% Add +4.8% 591,991 $15.3M
Prime Capital Investment Advisors, LLC 0.19% Add +4.7% 590,871 $15.3M
Janney Montgomery Scott LLC 0.04% Add +2.3% 588,943 $15.2M
VestGen Advisors, LLC 0.48% Add +5.0% 561,816 $14.5M
Integrated Wealth Concepts LLC 0.12% Add +65.1% 520,737 $13.5M
Beaumont Financial Advisors, LLC 0.85% Reduce -3.4% 491,177 $12.7M
Atlas Private Wealth Advisors 3.07% Reduce -46.4% 484,327 $12.5M
Clarus Group, Inc. 3.99% Add +2.6% 444,379 $11.5M
Argent Advisors, Inc. 3.10% Add +5.1% 406,424 $10.5M
Silver Oak Securities, Incorporated 0.77% Add +16.0% 400,024 $10.3M
Summit Financial Wealth Advisors, LLC 1.46% Add +5.9% 366,275 $9.5M
Echo Wealth Management, LLC 5.13% Add +1.6% 340,319 $8.8M
Pinnacle Wealth Management Advisory Group, LLC 0.63% Add +1.3% 322,292 $8.3M
Mariner, LLC 0.01% Add +3.7% 322,221 $8.3M
Cooper Capital Advisors LLC 5.21% Add +7.0% 311,701 $8.1M
HighTower Advisors, LLC 0.01% Add +3.9% 293,291 $7.6M
Principal Securities, Inc. 0.12% Reduce -5.1% 289,887 $7.5M
Concurrent Investment Advisors, LLC 0.11% Add +12.0% 255,972 $6.6M
Snowden Capital Advisors LLC 0.18% Add +88.5% 252,546 $6.5M
Rockefeller Capital Management L.P. 0.01% Add +36.9% 201,464 $5.2M
&partners 0.03% Add +632.6% 194,310 $5.0M
Summit Financial, LLC 0.07% New 187,609 $4.8M
NewEdge Advisors, LLC 0.02% Add +10.8% 186,024 $4.8M
Private Advisor Group, LLC 0.02% Add +28.3% 182,604 $4.7M
Synovus Financial Corp. 0.05% Add +180.3% 182,126 $4.7M
Arq Wealth Advisors, LLC 1.39% Add +65.3% 181,733 $4.7M
Capital Investment Advisory Services, LLC 0.36% Add +20.1% 177,798 $4.6M
Stratos Wealth Partners, LTD. 0.05% Add +8.1% 176,950 $4.6M
RFG Advisory, LLC 0.09% Add +29.1% 173,784 $4.5M
Gateway Wealth Partners, LLC 0.59% Add +1.5% 169,378 $4.4M
Meadow Creek Wealth Advisors LLC 2.82% New 167,966 $4.2M
Coppell Advisory Solutions LLC 0.44% Add +18.4% 160,129 $4.1M
Prosperity Financial Group, Inc. 1.47% Add +10.2% 155,279 $4.0M
Patriot Financial Group Insurance Agency, LLC 0.50% Add +4.5% 151,144 $3.9M
Prostatis Group LLC 0.96% Reduce -7.7% 148,867 $3.8M
Trueblood Wealth Management, LLC 1.44% Add +9.3% 142,575 $3.7M
J.W. Cole Advisors, Inc. 0.07% Add +19.7% 141,247 $3.7M
Semus Wealth Partners LLC 2.04% Add +16.6% 139,190 $3.6M
Kingsview Wealth Management, LLC 0.05% Reduce -27.8% 136,614 $3.5M
G&S Capital LLC 1.30% Add +3.2% 136,414 $3.5M
RiverTree Advisors, LLC 2.13% Add +21.1% 128,577 $3.3M
Independent Financial Group, LLC 0.08% Add +70.5% 128,372 $3.3M
Atlas Wealth LLC 1.42% Add +13.3% 128,328 $3.3M
Whipplewood Advisors, LLC 2.18% Reduce -0.7% 128,040 $3.3M
Ergawealth Advisors, Inc. 1.49% Reduce -35.7% 123,337 $3.2M
Steward Partners Investment Advisory, LLC 0.02% Add +14.9% 121,412 $3.1M
StoneX Group Inc. 0.14% Add +30.0% 121,332 $3.1M
Truist Financial Corp. 0.00% Reduce -36.3% 119,312 $3.1M
Sanctuary Advisors, LLC 0.02% Add +2.1% 117,283 $3.0M
IFP Advisors, Inc 0.08% Add +52.1% 112,638 $2.9M
Midwest Financial Group LLC 1.36% Add +1.4% 110,162 $2.8M
Retirement Planning Group, LLC 0.10% Add +101.7% 108,663 $2.8M
Delta Investment Management, LLC 0.49% Add +33.6% 106,547 $2.8M
Calton & Associates, Inc. 0.41% Add +172.5% 105,367 $2.7M
Arkadios Wealth Advisors 0.07% Add +128.5% 103,833 $2.7M
Stephens Inc. 0.03% Add +5.3% 103,450 $2.7M
Oppenheimer & Co. Inc. 0.03% Add +10.1% 101,919 $2.6M
D.A. Davidson & Co. 0.02% Add +2.5% 101,011 $2.6M
Rehmann Capital Advisory Group 0.14% Reduce -1.9% 95,881 $2.5M
Capital Analysts, LLC 0.07% Add +5.7% 92,476 $2.4M
KPP Advisory Services LLC 0.34% Add +0.3% 88,397 $2.3M
Maridea Wealth Management LLC 0.35% Reduce -3.4% 86,847 $2.2M
Orion Porfolio Solutions, LLC 0.02% Add +54.6% 86,125 $2.2M
Balboa Wealth Partners 0.37% Add +2.5% 83,651 $2.2M
IHT Wealth Management, LLC 0.05% Add +8.1% 81,389 $2.1M
Creative Planning 0.00% Add +37.5% 76,697 $2.0M
Brookstone Capital Management 0.02% Add +15.0% 72,309 $1.9M
Wedbush Securities Inc. 0.06% Reduce -4.9% 71,706 $1.9M
Stonebridge Financial Planning Group, LLC 0.68% Add +2.3% 70,265 $1.8M
Triumph Capital Management 0.49% Add +5.2% 69,780 $1.8M
Milestone Asset Management, LLC 0.34% Add +72.9% 69,469 $1.8M
Farther Finance Advisors, LLC 0.03% Add +95.3% 68,876 $1.8M
GPS Wealth Strategies Group, LLC 0.18% Add +15.4% 67,727 $1.8M
Ausdal Financial Partners, Inc. 0.08% Add +0.7% 65,095 $1.7M
Truvestments Capital LLC 0.30% Reduce -6.7% 64,766 $1.7M
Boyce & Associates Wealth Consulting, Inc. 1.37% Reduce -1.2% 64,580 $1.7M
Econ Financial Services Corp 0.82% Add +1.5% 63,449 $1.6M
Cwm, LLC 0.00% Reduce -4.5% 62,023 $1.6M
Tidemark, LLC 0.46% Add +78.8% 61,278 $1.6M

"% 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 249 holders