FT Vest Rising Dividend AchiRDVIETF
13F holders, Q4 2025 (December 31)282holders +33
34new positions
11sold out
$26.25avg. 13F price*
At the end of Q4 2025, 282 institutions reported holding FT Vest Rising Dividend Achi (RDVI) in their 13F filings, up 33 from Q3 2025. 34 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($263.3M), Raymond James Financial Inc. ($98.7M) and Wells Fargo & Company ($76.9M).
- Company
- FT Vest Rising Dividend Achi
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q4 2025)
- CUSIP
- 33738D879
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $55.6M |
| Exits | 11 | $5.1M |
All 13F filers, Q3 2025 → Q4 2025: 7,229,029 shares bought and 1,289,746 shares sold, net +5,939,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 282 holders
| LPL Financial LLC | 0.07% | Add +8.2% | 10,035,654 | $263.3M |
| Raymond James Financial Inc. | 0.03% | Add +25.2% | 3,761,100 | $98.7M |
| Wells Fargo & Company | 0.02% | Add +11.1% | 2,928,956 | $76.9M |
| Stifel Financial Corp. | 0.05% | Add +1.9% | 2,260,305 | $59.3M |
| Royal Bank of Canada | 0.01% | Add +11.0% | 2,182,106 | $57.3M |
| Cetera Investment Advisers | 0.06% | Add +1.1% | 2,121,729 | $55.7M |
| Osaic Holdings, Inc. | 0.08% | Add +41.4% | 2,094,153 | $55.0M |
| Commonwealth Equity Services, LLC | 0.07% | Add +1.8% | 1,974,367 | $51.8M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +11.8% | 1,015,521 | $26.6M |
| Kestra Advisory Services, LLC | 0.11% | Add +25.2% | 1,010,352 | $26.5M |
| Baird Financial Group, Inc. | 0.04% | Add +3.9% | 1,000,472 | $26.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.5% | 918,311 | $24.1M |
| Pinnacle Associates Ltd. | 0.28% | Add +4.5% | 835,957 | $21.9M |
| Arax Advisory Partners | 0.56% | New | 729,093 | $19.1M |
| Focus Partners Wealth | 0.02% | Reduce -18.6% | 697,376 | $18.3M |
| Park National Corp. | 0.55% | Reduce -2.9% | 673,817 | $17.7M |
| Merit Financial Group, LLC | 0.14% | Add +4.2% | 673,128 | $17.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.3% | 639,304 | $17.4M |
| Adamsbrown Wealth Consultants LLC | 4.72% | Add +8.5% | 645,816 | $16.9M |
| Luken Investment Analytics, LLC | 6.61% | Add +1.7% | 638,585 | $16.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +6.7% | 628,660 | $16.5M |
| Harbour Investments, Inc. | 0.33% | Add +6.2% | 628,440 | $16.5M |
| Second Half Financial Partners, LLC | 7.32% | No change | 628,118 | $16.5M |
| Prime Capital Investment Advisors, LLC | 0.20% | Add +3.6% | 612,237 | $16.1M |
| Prospera Financial Services Inc | 0.24% | Reduce -25.8% | 559,076 | $14.7M |
| VestGen Advisors, LLC | 0.55% | Reduce -11.6% | 496,645 | $13.0M |
| Beaumont Financial Advisors, LLC | 0.86% | Add +0.9% | 495,748 | $13.0M |
| Bullseye Investment Management, LLC | 6.66% | New | 487,769 | $12.8M |
| Atlas Private Wealth Advisors | 2.84% | Reduce -4.4% | 462,977 | $12.1M |
| Argent Advisors, Inc. | 3.19% | Add +7.2% | 435,733 | $11.4M |
| Silver Oak Securities, Incorporated | 0.77% | Add +7.7% | 430,969 | $11.4M |
| Clarus Group, Inc. | 4.10% | Reduce -2.4% | 433,554 | $11.4M |
| Summit Financial Wealth Advisors, LLC | 1.39% | Add +1.1% | 370,291 | $9.7M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -30.2% | 363,297 | $9.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.62% | Add +6.2% | 342,206 | $9.0M |
| Echo Wealth Management, LLC | 5.14% | Reduce -1.5% | 335,205 | $8.8M |
| Mariner, LLC | 0.01% | Add +2.8% | 331,192 | $8.7M |
| Cooper Capital Advisors LLC | 5.42% | Add +5.2% | 328,003 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Add +11.8% | 327,825 | $8.6M |
| &partners | 0.04% | Add +66.3% | 323,135 | $8.5M |
| Snowden Capital Advisors LLC | 0.21% | Add +24.8% | 315,133 | $8.3M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +22.8% | 314,448 | $8.3M |
| Cwm, LLC | 0.02% | Add +350.3% | 279,285 | $7.3M |
| Principal Securities, Inc. | 0.11% | Reduce -6.6% | 270,747 | $7.1M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +42.8% | 252,624 | $6.6M |
| Oxford Wealth Group, LLC | 3.07% | — | 241,000 | $6.3M |
| Private Advisor Group, LLC | 0.03% | Add +31.4% | 240,000 | $6.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +11.6% | 224,729 | $5.9M |
| Creative Financial Designs Inc. | 0.32% | New | 191,287 | $5.0M |
| NewEdge Advisors, LLC | 0.02% | Add +2.3% | 190,337 | $5.0M |
| RFG Advisory, LLC | 0.09% | Add +8.7% | 188,851 | $5.0M |
| Pinnacle Financial Partners, Inc. | 0.04% | — | 188,725 | $5.0M |
| Aurora Private Wealth, Inc. | 3.21% | — | 186,124 | $4.9M |
| Arq Wealth Advisors, LLC | 1.31% | Add +2.2% | 185,665 | $4.9M |
| Summit Financial, LLC | 0.07% | Reduce -2.2% | 183,459 | $4.8M |
| Capital Investment Advisory Services, LLC | 0.34% | Add +2.5% | 182,320 | $4.8M |
| HighPoint Advisor Group LLC | 0.10% | New | 179,891 | $4.7M |
| StoneCrest Wealth Management, Inc. | 1.89% | New | 178,814 | $4.7M |
| Meadow Creek Wealth Advisors LLC | 2.83% | Add +0.4% | 168,700 | $4.4M |
| Coppell Advisory Solutions LLC | 0.43% | Add +1.9% | 163,125 | $4.3M |
| Trueblood Wealth Management, LLC | 1.67% | Add +14.3% | 162,908 | $4.3M |
| Farther Finance Advisors, LLC | 0.04% | Add +127.3% | 156,542 | $4.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.49% | Add +3.0% | 155,718 | $4.1M |
| Gateway Wealth Partners, LLC | 0.45% | Reduce -8.6% | 154,849 | $4.1M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +11.7% | 157,747 | $4.0M |
| Prosperity Financial Group, Inc. | 1.44% | Reduce -2.0% | 152,097 | $4.0M |
| Independent Financial Group, LLC | 0.09% | Add +16.9% | 150,125 | $3.9M |
| StoneX Group Inc. | 0.17% | Add +23.4% | 149,757 | $3.9M |
| Whipplewood Advisors, LLC | 2.47% | Add +14.6% | 146,740 | $3.9M |
| G&S Capital LLC | 1.36% | Add +7.5% | 146,702 | $3.8M |
| Atlas Wealth LLC | 1.53% | Add +13.9% | 146,134 | $3.8M |
| Semus Wealth Partners LLC | 2.04% | Add +3.8% | 144,421 | $3.8M |
| Kingsview Wealth Management, LLC | 0.05% | Add +4.6% | 142,947 | $3.8M |
| Prostatis Group LLC | 0.89% | Reduce -4.1% | 142,819 | $3.7M |
| IFP Advisors, Inc | 0.08% | Add +18.0% | 132,952 | $3.5M |
| RiverTree Advisors, LLC | 2.18% | Add +1.4% | 130,380 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +6.6% | 129,427 | $3.4M |
| Calton & Associates, Inc. | 0.47% | Add +16.4% | 122,674 | $3.2M |
| Retirement Planning Group, LLC | 0.10% | Add +11.0% | 120,642 | $3.2M |
| Delta Investment Management, LLC | 0.55% | Add +12.6% | 119,993 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.5% | 117,829 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -1.9% | 117,005 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +28.8% | 110,930 | $2.9M |
| Arkadios Wealth Advisors | 0.06% | Add +3.8% | 107,781 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Add +5.3% | 106,404 | $2.8M |
| Stephens Inc. | 0.03% | Add +1.8% | 105,292 | $2.8M |
| Rehmann Capital Advisory Group | 0.14% | Add +4.8% | 100,520 | $2.6M |
| KPP Advisory Services LLC | 0.38% | Add +12.5% | 99,423 | $2.6M |
| Sequent Planning LLC | 0.65% | Add +60.8% | 96,901 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -6.6% | 95,229 | $2.5M |
| Capital Analysts, LLC | 0.07% | Reduce -3.2% | 89,531 | $2.3M |
| Balboa Wealth Partners | 0.38% | Add +5.3% | 88,043 | $2.3M |
| Maridea Wealth Management LLC | 0.33% | Reduce -5.0% | 82,531 | $2.2M |
| Atlantic Union Bankshares Corp | 0.04% | Add +41.6% | 82,173 | $2.2M |
| World Investment Advisors | 0.04% | Add +749.4% | 81,652 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +48.5% | 79,565 | $2.1M |
| Brookstone Capital Management | 0.02% | Add +8.2% | 78,212 | $2.1M |
| Stonebridge Financial Planning Group, LLC | 0.70% | Add +4.9% | 73,728 | $1.9M |
| Advisory Advocates, LLC | 1.92% | — | 73,423 | $1.9M |
| Wedbush Securities Inc. | 0.06% | Add +0.7% | 72,195 | $1.9M |
| Beacon Financial Group | 0.18% | Add +14.2% | 69,523 | $1.8M |
| Milestone Asset Management, LLC | 0.34% | Reduce -0.2% | 69,346 | $1.8M |
| Triumph Capital Management | 0.39% | Reduce -1.1% | 69,013 | $1.8M |
| Tidemark, LLC | 0.51% | Add +11.6% | 68,373 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +1.2% | 65,850 | $1.7M |
| Boyce & Associates Wealth Consulting, Inc. | 1.41% | Reduce -0.4% | 64,311 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +10.0% | 64,108 | $1.7M |
| IHT Wealth Management, LLC | 0.04% | Reduce -27.2% | 59,259 | $1.6M |
| Western Wealth Management, LLC | 0.07% | Add +32.8% | 58,964 | $1.5M |
| Quad-Cities Investment Group, LLC | 0.64% | Add +2.6% | 58,870 | $1.5M |
| International Assets Investment Management, LLC | 0.10% | Add +11.4% | 57,820 | $1.5M |
| MTM Investment Management, LLC | 0.48% | Add +18.6% | 57,462 | $1.5M |
| Creative Planning | 0.00% | Reduce -25.9% | 56,824 | $1.5M |
| Truvestments Capital LLC | 0.26% | Reduce -14.2% | 55,561 | $1.5M |
| Lifeworks Advisors, LLC | 0.18% | Reduce -2.2% | 53,461 | $1.4M |
| Resolute Wealth Strategies, LLC | 0.59% | Reduce -7.2% | 51,549 | $1.4M |
| WCG Wealth Advisors LLC | 0.04% | New | 50,795 | $1.3M |
| First Trust Advisors LP | 0.00% | Add +60.9% | 50,764 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +178.7% | 50,121 | $1.3M |
| Indivisible Partners | 0.14% | — | 49,192 | $1.3M |
| TrueWealth Advisors, LLC | 0.33% | Add +21.7% | 49,043 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -11.1% | 48,710 | $1.3M |
| Centerpoint Advisory Group | 0.98% | Add +34.5% | 48,585 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.30% | Add +10.9% | 47,931 | $1.3M |
| Marshall Financial Group, LLC | 0.24% | Add +18.7% | 46,957 | $1.2M |
| Next Level Private LLC | 0.31% | Add +25.5% | 45,540 | $1.2M |
| Savvy Advisors, Inc. | 0.04% | New | 45,145 | $1.2M |
| Compound Planning, Inc. | 0.03% | Add +6.2% | 44,804 | $1.2M |
| CoreCap Advisors, LLC | 0.04% | Reduce -2.4% | 44,517 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +7.3% | 44,366 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.04% | Add +172.4% | 44,208 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.1% | 44,119 | $1.2M |
| Comprehensive Financial Planning, Inc. | 0.75% | Reduce -1.4% | 43,441 | $1.1M |
| Insight Advisors, LLC/ PA | 0.17% | Reduce -5.3% | 42,144 | $1.1M |
| Plotkin Financial Advisors, LLC | 0.53% | Add +20.0% | 41,738 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +61.5% | 39,317 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +0.5% | 39,101 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.3% | 39,089 | $1.0M |
| Core Wealth Partners LLC | 0.46% | Add +19.8% | 38,668 | $1.0M |
| Regal Investment Advisors LLC | 0.06% | Add +7.3% | 37,565 | $986K |
| Harvest Investment Services, LLC | 0.18% | Reduce -15.3% | 37,163 | $975K |
| Raab & Moskowitz Asset Management LLC | 0.21% | Add +80.8% | 37,075 | $973K |
| Apollon Wealth Management, LLC | 0.02% | Add +114.3% | 36,991 | $971K |
| Winnacle Wealth LLC | 0.71% | Reduce -24.7% | 35,367 | $955K |
| Integrated Advisors Network LLC | 0.04% | Reduce -3.0% | 36,178 | $949K |
| QTR Family Wealth, LLC | 0.42% | Add +52.2% | 34,746 | $948K |
| Centaurus Financial, Inc. | 0.04% | Add +1.7% | 35,590 | $934K |
| Sunbelt Securities, Inc. | 0.06% | Add +8.6% | 35,537 | $932K |
| Legacy Wealth Managment, LLC | 0.44% | Add +14.1% | 35,214 | $924K |
| Kovack Advisors, Inc. | 0.04% | New | 35,127 | $922K |
| CacheTech Inc. | 0.16% | New | 33,538 | $880K |
| Owen LaRue, LLC | 0.33% | Reduce -22.9% | 33,441 | $877K |
| Insigneo Advisory Services, LLC | 0.06% | Add +23.6% | 33,413 | $877K |
| National Wealth Management Group, LLC | 0.30% | Add +319.1% | 33,384 | $876K |
| AE Wealth Management LLC | 0.00% | Add +12.6% | 32,154 | $844K |
| Global Assets Advisory, LLC | 0.24% | No change | 31,990 | $839K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +28.9% | 31,309 | $822K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -4.7% | 31,303 | $821K |
| Avior Wealth Management, LLC | 0.02% | Reduce -4.2% | 28,869 | $758K |
| Chilton Capital Management LLC | 0.03% | Add +3.6% | 28,865 | $757K |
| Foundations Investment Advisors, LLC | 0.01% | Add +63.8% | 27,615 | $725K |
| John W. Brooker & Co., CPAs | 1.27% | Add +162.3% | 26,930 | $707K |
| Private Trust Co. NA | 0.06% | Add +6.0% | 26,536 | $696K |
| Asset Allocation Strategies LLC | 0.13% | Add +0.7% | 26,440 | $694K |
| HBW Advisory Services LLC | 0.07% | Add +96.3% | 25,752 | $676K |
| Forefront Wealth Partners, LLC | 0.31% | Add +1.8% | 25,081 | $658K |
| Ameritas Advisory Services, LLC | 0.02% | Add +12.5% | 23,469 | $616K |
| Marshall Investment Management, LLC | 0.30% | Add +13.6% | 22,820 | $599K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.3% | 22,805 | $598K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -0.4% | 22,620 | $594K |
| Sound Income Strategies, LLC | 0.03% | New | 21,513 | $589K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -32.7% | 22,450 | $589K |
| TKG Advisors, LLC | 0.24% | Add +14.9% | 22,410 | $588K |
| Clear Creek Financial Management, LLC | 0.05% | Add +73.3% | 21,925 | $575K |
| Main Street Financial Solutions, LLC | 0.04% | Add +1.8% | 21,432 | $562K |
| TCFG Wealth Management, LLC | 0.22% | Add +0.3% | 20,925 | $549K |
| Ergawealth Advisors, Inc. | 0.25% | Reduce -83.1% | 20,881 | $548K |
| Aptus Capital Advisors, LLC | 0.00% | Add +193.8% | 20,567 | $540K |
| Formidable Asset Management, LLC | 0.08% | Add +15.5% | 20,760 | $537K |
| Advisory Services Network, LLC | 0.01% | Add +18.0% | 19,943 | $523K |
| BlueChip Wealth Advisors LLC | 0.22% | Add +2.0% | 19,715 | $517K |
| Mgo One Seven LLC | 0.01% | Reduce -8.2% | 19,635 | $515K |
| Darwin Wealth Management, LLC | 0.16% | Reduce -3.5% | 19,376 | $508K |
| Level Four Advisory Services, LLC | 0.02% | Add +31.9% | 19,025 | $499K |
| GPS Wealth Strategies Group, LLC | 0.42% | Reduce -72.2% | 18,807 | $494K |
| GTS Securities LLC | 0.02% | New | 18,741 | $492K |
| Endeavor Private Wealth, Inc. | 0.14% | Add +11.4% | 18,651 | $489K |
| Novem Group | 0.06% | Add +3.0% | 18,634 | $489K |
| Signature Equity Partners, LLC | 0.27% | — | 18,627 | $489K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.5% | 17,990 | $472K |
| Smith, Moore & Co. | 0.04% | Reduce -2.1% | 17,701 | $464K |
| Cozad Asset Management Inc. | 0.04% | Add +34.9% | 17,596 | $462K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.3% | 17,493 | $459K |
| IFG Advisory, LLC | 0.02% | No change | 17,146 | $450K |
| Waverly Advisors, LLC | 0.00% | Reduce -6.2% | 16,917 | $444K |
| Total Clarity Wealth Management, Inc. | 0.11% | Add +1.1% | 16,902 | $444K |
| Moors & Cabot, Inc. | 0.02% | Reduce -4.2% | 16,576 | $435K |
| First Heartland Consultants, Inc. | 0.03% | No change | 16,444 | $431K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.13% | Add +1.4% | 16,172 | $424K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +71.7% | 16,133 | $423K |
| Independent Wealth Network Inc. | 0.13% | Reduce -5.1% | 15,996 | $420K |
| Morgan Stanley | 0.00% | Add +4.2% | 15,829 | $415K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +24.3% | 15,757 | $413K |
| Ignite Planners, LLC | 0.06% | Add +24.6% | 15,230 | $413K |
| Mercer Global Advisors Inc. | 0.00% | New | 15,267 | $401K |
| Sigma Planning Corp | 0.01% | Add +18.3% | 14,999 | $393K |
| Axxcess Wealth Management, LLC | 0.01% | New | 13,613 | $357K |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 13,325 | $350K |
| Accel Wealth Management | 0.10% | Reduce -4.3% | 13,317 | $349K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +28.2% | 13,170 | $346K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +26.0% | 12,925 | $339K |
| WealthTrust Asset Management, LLC | 0.23% | Add +4.7% | 12,449 | $327K |
| SHP Wealth Management | 0.03% | — | 12,285 | $322K |
| Acorn Wealth Advisors, LLC | 0.09% | Reduce -25.3% | 12,132 | $318K |
| Aft, Forsyth & Company, Inc. | 0.14% | New | 12,010 | $315K |
| Cresset Asset Management, LLC | 0.00% | Add +0.9% | 11,969 | $314K |
| Split Rock Private Trading & Wealth Management, LLC | 0.24% | — | 11,335 | $297K |
| Tortuga Wealth Management, Inc | 0.31% | — | 11,225 | $295K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +0.2% | 11,096 | $291K |
| Forty-three Eighteen Advisors, LLC | 0.22% | — | 10,918 | $286K |
| TFB Advisors LLC | 0.08% | No change | 10,732 | $282K |
| Midwest Financial Group LLC | 0.11% | Reduce -91.1% | 9,853 | $259K |
| Brookwood Investment Group LLC | 0.03% | Add +2.9% | 9,750 | $256K |
| Atria Investments, Inc | 0.00% | Reduce -23.6% | 9,729 | $255K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +15.7% | 9,688 | $254K |
| Chris Bulman Inc | 0.11% | New | 9,558 | $251K |
| EP Wealth Advisors, LLC | 0.00% | — | 9,450 | $248K |
| Faithward Advisors, LLC | 0.04% | Reduce -37.9% | 9,423 | $247K |
| Catherine Avery Investment Management LLC | 0.15% | No change | 9,324 | $245K |
| Stirlingshire Investments, Inc. | 0.22% | — | 9,275 | $243K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | Reduce -4.3% | 9,239 | $242K |
| Sowell Financial Services LLC | 0.01% | New | 9,186 | $241K |
| Benjamin Edwards Inc. | 0.00% | Reduce -6.1% | 9,044 | $237K |
| Comerica Bank | 0.00% | Reduce -5.3% | 8,992 | $236K |
| Lanark Financial, Inc. | 0.02% | Reduce -18.1% | 8,937 | $235K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Add +12.5% | 8,918 | $234K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +56.2% | 8,943 | $232K |
| Mach-1 Financial Group, LLC | 0.05% | New | 8,819 | $231K |
| PFG Advisors | 0.01% | Add +8.6% | 8,635 | $227K |
| Titleist Asset Management, LLC | 0.02% | New | 8,388 | $220K |
| Proactive Wealth Strategies LLC | 0.09% | Add +2.1% | 8,269 | $217K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 8,100 | $213K |
| Kraft, Davis & Associates, LLC | 0.05% | No change | 7,817 | $212K |
| Northwest Wealth Advisors, LLC | 0.16% | — | 8,076 | $212K |
| Rhodes Investment Advisors Inc. | 0.17% | — | 7,975 | $209K |
| Accredited Investors Inc. | 0.01% | New | 7,885 | $207K |
| HBK Sorce Advisory LLC | 0.00% | New | 7,481 | $205K |
| Sovran Advisors, LLC | 0.02% | New | 7,449 | $204K |
| Vident Advisory, LLC | 0.00% | New | 7,699 | $202K |
| Brooklyn Investment Group | 0.01% | New | 7,599 | $202K |
| Winebrenner Capital Management LLC | 0.13% | New | 7,652 | $201K |
| ORG Partners LLC | 0.04% | Add +50.0% | 7,500 | $197K |
| N.E.W. Advisory Services LLC | 0.01% | New | 6,306 | $165K |
| Barrett & Company, Inc. | 0.05% | No change | 5,625 | $148K |
| Larson Financial Group LLC | 0.00% | Add +44.8% | 5,058 | $133K |
| Wagner Wealth Management, LLC | 0.02% | Add +124.8% | 4,452 | $117K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 4,169 | $109K |
| Qube Research & Technologies Ltd | 0.00% | Add +353.6% | 3,910 | $103K |
| Rothschild Investment LLC | 0.01% | Reduce -19.3% | 3,775 | $99K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,087 | $81K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,000 | $79K |
| Allworth Financial LP | 0.00% | Add +113.2% | 2,543 | $67K |
| Topsail Wealth Management, LLC | 0.01% | New | 2,500 | $66K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 2,267 | $60K |
| US Bancorp \de | 0.00% | No change | 2,200 | $58K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 2,053 | $54K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 2,000 | $52K |
| IMG Wealth Management, Inc. | 0.03% | Reduce -16.8% | 1,908 | $50K |
| Parallel Advisors, LLC | 0.00% | Add +2.1% | 1,517 | $40K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,053 | $28K |
| Kozak & Associates, Inc. | 0.00% | Add +1.5% | 883 | $24K |
| Archer Investment Corp | 0.00% | New | 806 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.3% | 718 | $19K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -50.1% | 714 | $19K |
| JPMorgan Chase & Co. | 0.00% | Add +52.9% | 552 | $14K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 517 | $14K |
| Parkside Financial Bank & Trust | 0.00% | No change | 500 | $13K |
| Trust Co. of Vermont | 0.00% | New | 451 | $12K |
| Ameriflex Group, Inc. | 0.01% | New | 418 | $11K |
| Trust Co | 0.00% | New | 216 | $6K |
| Godsey & Gibb, Inc. | 0.00% | New | 96 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 28 | $735 |
"% 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.