FT Vest Rising Dividend AchiRDVIETF

13F holders, Q1 2026 (March 31)
283holders +1
25new positions
23sold out
$25.57avg. 13F price*

At the end of Q1 2026, 283 institutions reported holding FT Vest Rising Dividend Achi (RDVI) in their 13F filings, up 1 from Q4 2025. 25 opened new positions and 23 sold out. The largest holders were LPL Financial LLC ($289.7M), Wells Fargo & Company ($96.1M) and Raymond James Financial Inc. ($90.9M).

Company
FT Vest Rising Dividend Achi
Filed as
FIRST TR EXCHANGE-TRADED FD (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions25$45.0M
Exits23$13.5M

All 13F filers, Q4 2025 → Q1 2026: 9,795,879 shares bought and 1,732,796 shares sold, net +8,063,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 283 holders

LPL Financial LLC 0.08% Add +13.0% 11,337,017 $289.7M
Wells Fargo & Company 0.02% Add +28.4% 3,761,313 $96.1M
Raymond James Financial Inc. 0.03% Reduce -5.4% 3,558,084 $90.9M
Royal Bank of Canada 0.01% Add +13.6% 2,478,696 $63.3M
Stifel Financial Corp. 0.06% Add +8.6% 2,455,677 $62.7M
Cetera Investment Advisers 0.07% Add +15.4% 2,448,107 $62.5M
Osaic Holdings, Inc. 0.08% Add +4.2% 2,181,726 $55.7M
Commonwealth Equity Services, LLC 0.07% Add +2.1% 2,015,710 $51.5M
Kestra Advisory Services, LLC 0.12% Add +24.7% 1,259,725 $32.2M
Baird Financial Group, Inc. 0.05% Add +17.7% 1,177,764 $30.1M
Independent Advisor Alliance 0.31% New 1,146,879 $29.3M
Harbour Investments, Inc. 0.37% Add +48.8% 934,811 $23.9M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -10.3% 911,414 $23.3M
Envestnet Asset Management Inc. 0.01% Reduce -7.0% 854,046 $21.8M
Pinnacle Associates Ltd. 0.28% Add +0.7% 842,134 $21.5M
Arax Advisory Partners 0.55% Add +4.6% 762,596 $19.5M
Merit Financial Group, LLC 0.14% Add +8.3% 729,089 $18.6M
Park National Corp. 0.53% Add +1.0% 680,532 $17.4M
Prospera Financial Services Inc 0.28% Add +21.4% 678,830 $17.3M
Adamsbrown Wealth Consultants LLC 4.54% Add +4.0% 671,774 $17.2M
Janney Montgomery Scott LLC 0.04% Add +6.0% 666,175 $17.0M
Focus Partners Wealth 0.02% Reduce -5.8% 656,856 $16.8M
Second Half Financial Partners, LLC 7.23% No change 628,118 $16.0M
Prime Capital Investment Advisors, LLC 0.18% Add +1.6% 621,989 $15.9M
Stratos Wealth Partners, LTD. 0.18% Add +143.5% 615,145 $15.7M
Integrated Wealth Concepts LLC 0.12% Add +59.5% 579,593 $14.8M
VestGen Advisors, LLC 0.41% Add +9.0% 541,282 $14.7M
Bullseye Investment Management, LLC 7.47% Add +11.3% 543,089 $13.9M
Steward Partners Investment Advisory, LLC 0.07% Add +303.3% 522,015 $13.3M
Beaumont Financial Advisors, LLC 0.89% Add +1.9% 505,227 $12.9M
Cwm, LLC 0.03% Add +78.2% 497,696 $12.7M
Silver Oak Securities, Incorporated 0.91% Add +12.6% 485,388 $12.4M
Cooper Capital Advisors LLC 8.36% Add +42.6% 467,847 $12.0M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -30.6% 443,566 $11.4M
Argent Advisors, Inc. 3.11% Add +2.2% 445,151 $11.4M
Clarus Group, Inc. 3.96% Reduce -0.4% 431,883 $11.0M
Summit Financial Wealth Advisors, LLC 1.43% Add +6.9% 395,850 $10.1M
Atlas Private Wealth Advisors 2.31% Reduce -16.9% 384,854 $9.8M
Aptus Capital Advisors, LLC 0.08% Add +1722.7% 374,883 $9.6M
Luken Investment Analytics, LLC 3.53% Reduce -43.5% 360,658 $9.2M
Pinnacle Wealth Management Advisory Group, LLC 0.60% Add +1.2% 346,412 $8.9M
Concurrent Investment Advisors, LLC 0.10% Add +9.8% 345,434 $8.8M
HighTower Advisors, LLC 0.01% Add +3.6% 339,668 $8.7M
&partners 0.04% Add +4.9% 338,910 $8.7M
Mariner, LLC 0.01% Add +2.4% 339,193 $8.7M
Patriot Financial Group Insurance Agency, LLC 0.47% Add +110.1% 327,228 $8.4M
Gateway Wealth Partners, LLC 0.32% Add +108.4% 322,638 $8.2M
Snowden Capital Advisors LLC 0.22% Add +0.4% 316,456 $8.1M
Rockefeller Capital Management L.P. 0.01% Add +37.6% 309,334 $7.9M
Echo Wealth Management, LLC 4.52% Reduce -8.4% 307,166 $7.8M
Principal Securities, Inc. 0.11% Add +4.0% 281,685 $7.2M
Farther Finance Advisors, LLC 0.06% Add +69.1% 264,710 $6.8M
Private Advisor Group, LLC 0.03% Add +7.3% 257,486 $6.6M
RFG Advisory, LLC 0.11% Add +19.6% 225,802 $5.8M
NewEdge Advisors, LLC 0.02% Add +17.0% 222,736 $5.7M
Oxford Wealth Group, LLC 2.93% Reduce -12.9% 209,985 $5.4M
Creative Financial Designs Inc. 0.32% Add +6.1% 203,012 $5.2M
Arq Wealth Advisors, LLC 0.91% Add +6.4% 197,467 $5.0M
HighPoint Advisor Group LLC 0.21% Add +8.3% 194,765 $5.0M
Summit Financial, LLC 0.06% Add +4.0% 190,743 $4.9M
Capital Investment Advisory Services, LLC 0.35% Add +2.2% 186,335 $4.8M
IFP Advisors, Inc 0.10% Add +39.4% 185,341 $4.7M
Aurora Private Wealth, Inc. 3.36% Reduce -3.4% 179,819 $4.7M
Stonebridge Financial Planning Group, LLC 1.71% Add +147.8% 182,728 $4.7M
StoneCrest Wealth Management, Inc. 1.94% Add +0.3% 179,288 $4.6M
Independent Financial Group, LLC 0.10% Add +17.8% 176,776 $4.5M
Meadow Creek Wealth Advisors LLC 2.87% Add +2.9% 173,565 $4.4M
Trueblood Wealth Management, LLC 1.68% Add +3.1% 167,972 $4.3M
Pinnacle Financial Partners, Inc. 0.03% Reduce -13.0% 164,181 $4.2M
StoneX Group Inc. 0.22% Add +9.1% 163,434 $4.2M
Apollon Wealth Management, LLC 0.07% Add +336.5% 161,468 $4.1M
J.W. Cole Advisors, Inc. 0.14% Add +1.6% 160,282 $4.1M
G&S Capital LLC 1.42% Add +7.8% 158,181 $4.0M
Prosperity Financial Group, Inc. 1.48% Add +2.9% 156,455 $4.0M
D.A. Davidson & Co. 0.02% Add +46.1% 155,502 $4.0M
RiverTree Advisors, LLC 2.48% Add +17.4% 153,122 $3.9M
Compass Financial Services Inc 1.69% New 152,564 $3.9M
Whipplewood Advisors, LLC 1.97% Add +1.0% 148,254 $3.8M
Semus Wealth Partners LLC 2.10% Add +2.0% 147,317 $3.8M
Atlas Wealth LLC 1.49% Add +0.6% 146,954 $3.8M
MML Investors Services, LLC 0.01% Add +83.7% 146,144 $3.7M
Kingsview Wealth Management, LLC 0.05% Add +2.2% 146,068 $3.7M
Huntington National Bank 0.03% New 145,345 $3.7M
Prostatis Group LLC 0.92% Reduce -1.6% 140,591 $3.6M
Delta Investment Management, LLC 0.59% Add +8.4% 130,044 $3.3M
Retirement Planning Group, LLC 0.10% Add +5.4% 127,199 $3.2M
Sanctuary Advisors, LLC 0.02% Add +5.2% 123,964 $3.2M
Rehmann Capital Advisory Group 0.16% Add +20.3% 120,920 $3.1M
Arkadios Wealth Advisors 0.05% Add +12.2% 120,920 $3.1M
Truist Financial Corp. 0.00% Reduce -0.2% 116,791 $3.0M
KPP Advisory Services LLC 0.39% Add +4.8% 104,223 $2.7M
Orion Porfolio Solutions, LLC 0.02% Reduce -7.3% 102,814 $2.6M
Calton & Associates, Inc. 0.38% Reduce -16.3% 102,719 $2.6M
Sequent Planning LLC 0.63% Add +5.7% 102,446 $2.6M
Gladstone Institutional Advisory LLC 0.09% Add +120.1% 97,299 $2.5M
Oppenheimer & Co. Inc. 0.03% Add +0.3% 95,561 $2.4M
Accel Wealth Management 0.63% Add +611.0% 94,677 $2.4M
Centerpoint Advisory Group 1.81% Add +94.0% 94,263 $2.4M
Capital Analysts, LLC 0.06% Add +1.1% 90,503 $2.3M
World Investment Advisors 0.04% Add +10.4% 90,166 $2.3M

"% 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 283 holders