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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $32.0M |
| Exits | 14 | $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 |
| Beacon Financial Group | 0.15% | Add +10.9% | 60,878 | $1.6M |
| Sequent Planning LLC | 0.44% | Add +5.2% | 60,268 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +3.5% | 58,261 | $1.5M |
| Atlantic Union Bankshares Corp | 0.03% | Add +3.2% | 58,041 | $1.5M |
| Quad-Cities Investment Group, LLC | 0.63% | Add +4.7% | 57,373 | $1.5M |
| Moloney Securities Asset Management, LLC | 0.18% | Reduce -2.3% | 57,263 | $1.5M |
| Resolute Wealth Strategies, LLC | 0.66% | Add +13.3% | 55,562 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +11.8% | 54,788 | $1.4M |
| Lifeworks Advisors, LLC | 0.19% | Reduce -2.1% | 54,681 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +41.8% | 53,589 | $1.4M |
| International Assets Investment Management, LLC | 0.10% | Reduce -0.8% | 51,900 | $1.3M |
| MTM Investment Management, LLC | 0.40% | Reduce -2.4% | 48,462 | $1.3M |
| Winnacle Wealth LLC | 0.96% | New | 46,988 | $1.2M |
| CoreCap Advisors, LLC | 0.04% | Add +21.2% | 45,608 | $1.2M |
| Insight Advisors, LLC/ PA | 0.18% | Add +0.2% | 44,480 | $1.2M |
| Western Wealth Management, LLC | 0.06% | Reduce -1.1% | 44,404 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -32.5% | 44,161 | $1.1M |
| Comprehensive Financial Planning, Inc. | 0.78% | Add +1.8% | 44,068 | $1.1M |
| Harvest Investment Services, LLC | 0.23% | Reduce -13.3% | 43,875 | $1.1M |
| Owen LaRue, LLC | 0.44% | Reduce -30.2% | 43,388 | $1.1M |
| Garden State Investment Advisory Services LLC | 0.28% | Add +41.7% | 43,223 | $1.1M |
| NFSG Corp | 0.16% | Reduce -2.5% | 42,192 | $1.1M |
| Compound Planning, Inc. | 0.04% | Reduce -2.5% | 42,192 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +18.9% | 41,738 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +18.3% | 41,367 | $1.1M |
| TrueWealth Advisors, LLC | 0.28% | Add +6.8% | 40,310 | $1.0M |
| Marshall Financial Group, LLC | 0.20% | Reduce -10.9% | 39,567 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +17.4% | 38,901 | $1.0M |
| Integrated Advisors Network LLC | 0.04% | Add +43.4% | 37,306 | $964K |
| Next Level Private LLC | 0.27% | Add +44.5% | 36,279 | $945K |
| Centerpoint Advisory Group | 0.73% | Add +35.4% | 36,125 | $934K |
| Centaurus Financial, Inc. | 0.04% | No change | 35,003 | $905K |
| Regal Investment Advisors LLC | 0.06% | Add +17.6% | 34,994 | $905K |
| Plotkin Financial Advisors, LLC | 0.44% | Add +2.7% | 34,772 | $899K |
| SteelPeak Wealth, LLC | 0.03% | Add +0.7% | 33,350 | $862K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.3% | 32,861 | $849K |
| Sunbelt Securities, Inc. | 0.06% | Add +92.0% | 32,716 | $846K |
| Core Wealth Partners LLC | 0.38% | Add +27.8% | 32,279 | $834K |
| Global Assets Advisory, LLC | 0.25% | Reduce -8.0% | 31,990 | $827K |
| First Trust Advisors LP | 0.00% | Add +13.6% | 31,550 | $816K |
| Legacy Wealth Managment, LLC | 0.36% | Add +12.2% | 30,877 | $798K |
| Avior Wealth Management, LLC | 0.03% | Add +2.1% | 30,139 | $779K |
| AE Wealth Management LLC | 0.00% | Add +43.8% | 28,549 | $738K |
| Chilton Capital Management LLC | 0.02% | No change | 27,862 | $720K |
| WMG Financial Advisors, LLC | 0.24% | Add +10.8% | 27,810 | $719K |
| Insigneo Advisory Services, LLC | 0.05% | Add +1.2% | 27,041 | $699K |
| Citadel Advisors | 0.00% | New | 26,493 | $685K |
| Asset Allocation Strategies LLC | 0.13% | No change | 26,251 | $679K |
| Private Trust Co. NA | 0.06% | Add +4.2% | 25,036 | $647K |
| Forefront Wealth Partners, LLC | 0.16% | New | 24,638 | $637K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -34.3% | 24,344 | $629K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +47.3% | 24,295 | $628K |
| QTR Family Wealth, LLC | 0.28% | Reduce -6.5% | 22,832 | $590K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +9.4% | 22,746 | $588K |
| Daymark Wealth Partners, LLC | 0.02% | Add +1.6% | 22,707 | $587K |
| Mgo One Seven LLC | 0.01% | Reduce -3.5% | 21,395 | $553K |
| Main Street Financial Solutions, LLC | 0.03% | Add +3.8% | 21,046 | $544K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -63.0% | 20,868 | $539K |
| TCFG Wealth Management, LLC | 0.21% | Add +24.7% | 20,865 | $539K |
| Raab & Moskowitz Asset Management LLC | 0.12% | No change | 20,500 | $530K |
| Marshall Investment Management, LLC | 0.27% | New | 20,090 | $519K |
| Darwin Wealth Management, LLC | 0.16% | Add +35.4% | 20,074 | $519K |
| TKG Advisors, LLC | 0.22% | Reduce -0.4% | 19,505 | $504K |
| BlueChip Wealth Advisors LLC | 0.21% | No change | 19,324 | $500K |
| Novem Group | 0.06% | Reduce -1.1% | 18,091 | $468K |
| Smith, Moore & Co. | 0.04% | Add +27.2% | 18,075 | $467K |
| Waverly Advisors, LLC | 0.00% | Reduce -18.9% | 18,035 | $466K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.3% | 17,983 | $465K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.3% | 17,908 | $463K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +24.7% | 17,439 | $451K |
| Moors & Cabot, Inc. | 0.02% | Reduce -2.7% | 17,302 | $447K |
| Apollon Wealth Management, LLC | 0.01% | Add +13.2% | 17,260 | $446K |
| Formidable Asset Management, LLC | 0.07% | Add +89.7% | 17,975 | $444K |
| IFG Advisory, LLC | 0.02% | No change | 17,146 | $443K |
| Advisory Services Network, LLC | 0.01% | Add +4.3% | 16,903 | $437K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -1.3% | 16,858 | $436K |
| Independent Wealth Network Inc. | 0.14% | Reduce -2.4% | 16,849 | $436K |
| Endeavor Private Wealth, Inc. | 0.13% | Add +28.8% | 16,736 | $433K |
| Total Clarity Wealth Management, Inc. | 0.11% | Add +2.6% | 16,727 | $432K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -1.8% | 16,444 | $425K |
| Acorn Wealth Advisors, LLC | 0.13% | Add +7.1% | 16,245 | $420K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +17.7% | 16,231 | $420K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.13% | No change | 15,952 | $412K |
| L.M. Kohn & Company | 0.49% | Add +17.5% | 15,880 | $410K |
| Morgan Stanley | 0.00% | Add +19.6% | 15,185 | $393K |
| Faithward Advisors, LLC | 0.06% | Reduce -15.1% | 15,169 | $392K |
| Level Four Advisory Services, LLC | 0.01% | Add +1.7% | 14,424 | $373K |
| Accel Wealth Management | 0.10% | Add +12.6% | 13,912 | $360K |
| Bank of America Corp. | 0.00% | Reduce -57.2% | 13,811 | $357K |
| HBW Advisory Services LLC | 0.04% | Add +9.2% | 13,118 | $339K |
| Cozad Asset Management Inc. | 0.03% | New | 13,041 | $337K |
| Northwest Financial Advisors | 0.42% | Add +49.8% | 12,754 | $330K |
| Atria Investments, Inc | 0.00% | Reduce -9.0% | 12,740 | $329K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +4.5% | 12,680 | $328K |
| Sigma Planning Corp | 0.01% | Reduce -62.1% | 12,680 | $328K |
| Clear Creek Financial Management, LLC | 0.03% | Add +20.1% | 12,650 | $327K |
| Ignite Planners, LLC | 0.05% | Add +20.2% | 12,219 | $316K |
| Jane Street Group, LLC | 0.00% | Reduce -30.7% | 11,893 | $307K |
| WealthTrust Asset Management, LLC | 0.21% | New | 11,891 | $307K |
| Cresset Asset Management, LLC | 0.00% | Add +28.9% | 11,861 | $307K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 11,074 | $286K |
| Lanark Financial, Inc. | 0.02% | Add +0.3% | 10,905 | $282K |
| TFB Advisors LLC | 0.08% | No change | 10,732 | $275K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 10,272 | $266K |
| John W. Brooker & Co., CPAs | 0.54% | New | 10,265 | $265K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 10,260 | $265K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | New | 9,654 | $250K |
| Benjamin Edwards Inc. | 0.00% | Add +0.1% | 9,630 | $249K |
| World Investment Advisors | 0.01% | New | 9,613 | $248K |
| Comerica Bank | 0.00% | Reduce -1.2% | 9,493 | $245K |
| Brookwood Investment Group LLC | 0.03% | Add +7.5% | 9,478 | $245K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +5.2% | 9,395 | $243K |
| Catherine Avery Investment Management LLC | 0.16% | No change | 9,324 | $241K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +1.4% | 8,375 | $217K |
| Proactive Wealth Strategies LLC | 0.09% | New | 8,099 | $209K |
| National Wealth Management Group, LLC | 0.08% | Reduce -3.5% | 7,965 | $206K |
| PFG Advisors | 0.01% | New | 7,955 | $206K |
| DHJJ Financial Advisors, Ltd. | 0.07% | Reduce -6.5% | 7,928 | $205K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 7,886 | $204K |
| Kraft, Davis & Associates, LLC | 0.05% | Reduce -6.5% | 7,817 | $204K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 7,000 | $181K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +99.2% | 5,724 | $148K |
| Barrett & Company, Inc. | 0.05% | Add +15.4% | 5,625 | $145K |
| ORG Partners LLC | 0.02% | No change | 5,000 | $129K |
| Rothschild Investment LLC | 0.01% | No change | 4,675 | $121K |
| Founders Financial Alliance, LLC | 0.02% | New | 4,500 | $116K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 4,169 | $108K |
| Larson Financial Group LLC | 0.00% | Add +89.5% | 3,493 | $90K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.4% | 3,087 | $80K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -76.9% | 3,000 | $78K |
| IMG Wealth Management, Inc. | 0.04% | Add +1.8% | 2,293 | $59K |
| US Bancorp \de | 0.00% | New | 2,200 | $57K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 2,053 | $53K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 2,000 | $52K |
| Creekmur Asset Management LLC | 0.01% | Add +3.7% | 1,987 | $51K |
| Wagner Wealth Management, LLC | 0.01% | Add +13.5% | 1,980 | $51K |
| Parallel Advisors, LLC | 0.00% | New | 1,485 | $38K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -1.9% | 1,430 | $37K |
| Allworth Financial LP | 0.00% | Reduce -26.2% | 1,193 | $31K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,053 | $27K |
| Qube Research & Technologies Ltd | 0.00% | New | 862 | $22K |
| Kozak & Associates, Inc. | 0.00% | Add +2.8% | 870 | $22K |
| Turim 21 Investimentos Ltda. | 0.01% | New | 804 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 775 | $20K |
| Parkside Financial Bank & Trust | 0.00% | New | 500 | $13K |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.5% | 361 | $9K |
| Raleigh Capital Management Inc. | 0.00% | New | 352 | $9K |
| Hantz Financial Services, Inc. | 0.00% | No change | 163 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 28 | $724 |
"% 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.