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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $45.0M |
| Exits | 23 | $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 |
| Beacon Financial Group | 0.23% | Add +29.2% | 89,849 | $2.3M |
| Elevation Advisory Partners LLC | 2.08% | — | 82,064 | $2.2M |
| Brookstone Capital Management | 0.03% | Add +11.3% | 87,090 | $2.2M |
| Balboa Wealth Partners | 0.37% | Reduce -1.7% | 86,538 | $2.2M |
| Wedbush Securities Inc. | 0.06% | Add +17.2% | 84,608 | $2.2M |
| Atlantic Union Bankshares Corp | 0.04% | Add +0.1% | 82,277 | $2.1M |
| Maridea Wealth Management LLC | 0.30% | Reduce -1.1% | 81,664 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +80.8% | 79,784 | $2.0M |
| Advisory Advocates, LLC | 2.06% | Add +7.6% | 79,023 | $2.0M |
| Indivisible Partners | 0.17% | Add +49.0% | 73,270 | $1.9M |
| Fischer Investment Strategies, LLC | 1.09% | New | 73,205 | $1.9M |
| Boyce & Associates Wealth Consulting, Inc. | 1.40% | Add +12.2% | 72,141 | $1.8M |
| Tidemark, LLC | 0.47% | Add +5.4% | 72,075 | $1.8M |
| Western Wealth Management, LLC | 0.07% | Add +21.4% | 71,580 | $1.8M |
| Milestone Asset Management, LLC | 0.34% | Add +3.2% | 71,558 | $1.8M |
| Resolute Wealth Strategies, LLC | 0.78% | Add +38.0% | 71,123 | $1.8M |
| Triumph Capital Management | 0.37% | Add +2.3% | 70,581 | $1.8M |
| IHT Wealth Management, LLC | 0.04% | Add +11.4% | 66,047 | $1.7M |
| Foundations Investment Advisors, LLC | 0.02% | Add +138.5% | 65,870 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -0.1% | 65,765 | $1.7M |
| Quad-Cities Investment Group, LLC | 0.65% | Add +9.2% | 64,270 | $1.6M |
| International Assets Investment Management, LLC | 0.11% | Add +8.8% | 62,888 | $1.6M |
| MTM Investment Management, LLC | 0.51% | Add +9.8% | 63,077 | $1.6M |
| Legacy Wealth Managment, LLC | 0.79% | Add +76.1% | 62,022 | $1.6M |
| Creative Planning | 0.00% | Add +2.5% | 58,255 | $1.5M |
| CoreCap Advisors, LLC | 0.05% | Add +26.2% | 56,196 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.28% | New | 53,493 | $1.4M |
| WCG Wealth Advisors LLC | 0.04% | Add +2.1% | 51,880 | $1.3M |
| Truvestments Capital LLC | 0.24% | Reduce -7.0% | 51,644 | $1.3M |
| TrueWealth Advisors, LLC | 0.33% | Add +4.9% | 51,461 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.31% | Add +7.2% | 51,396 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +29.2% | 50,503 | $1.3M |
| First Trust Advisors LP | 0.00% | Reduce -1.2% | 50,146 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -52.4% | 50,082 | $1.3M |
| Comprehensive Financial Planning, Inc. | 0.87% | Add +12.6% | 48,919 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -26.1% | 47,356 | $1.2M |
| Marshall Financial Group, LLC | 0.20% | Add +3.2% | 48,465 | $1.2M |
| Savvy Advisors, Inc. | 0.03% | Add +7.3% | 48,461 | $1.2M |
| Sigma Planning Corp | 0.03% | Add +221.7% | 48,248 | $1.2M |
| Next Level Private LLC | 0.28% | Add +4.7% | 47,674 | $1.2M |
| Sunbelt Securities, Inc. | 0.08% | Add +31.7% | 46,817 | $1.2M |
| Plotkin Financial Advisors, LLC | 0.59% | Add +10.6% | 46,148 | $1.2M |
| Core Wealth Partners LLC | 0.54% | Add +17.0% | 45,244 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +1.8% | 45,159 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +14.8% | 45,124 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -8.7% | 44,467 | $1.1M |
| Owen LaRue, LLC | 0.43% | Add +31.8% | 44,064 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.03% | Add +12.6% | 44,025 | $1.1M |
| Compound Planning, Inc. | 0.03% | Reduce -4.9% | 42,615 | $1.1M |
| Insight Advisors, LLC/ PA | 0.21% | Add +1.0% | 42,579 | $1.1M |
| Raab & Moskowitz Asset Management LLC | 0.23% | Add +10.7% | 41,025 | $1.0M |
| Level Four Advisory Services, LLC | 0.03% | Add +113.8% | 40,684 | $1.0M |
| John W. Brooker & Co., CPAs | 1.63% | Add +50.1% | 40,410 | $1.0M |
| Kovack Advisors, Inc. | 0.05% | Add +8.4% | 38,081 | $981K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +21.9% | 38,169 | $975K |
| Harvest Investment Services, LLC | 0.18% | Add +2.4% | 38,064 | $973K |
| QTR Family Wealth, LLC | 0.39% | Reduce -0.4% | 34,597 | $946K |
| Regal Investment Advisors LLC | 0.05% | Reduce -3.2% | 36,351 | $929K |
| Centaurus Financial, Inc. | 0.04% | Add +0.5% | 35,749 | $913K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +12.9% | 35,331 | $903K |
| Winnacle Wealth LLC | 0.68% | Reduce -2.6% | 34,450 | $880K |
| Asset Allocation Strategies LLC | 0.15% | Add +27.2% | 33,640 | $859K |
| Insigneo Advisory Services, LLC | 0.06% | No change | 33,413 | $854K |
| AE Wealth Management LLC | 0.00% | Add +3.0% | 33,107 | $846K |
| Clear Creek Financial Management, LLC | 0.06% | Add +50.4% | 32,964 | $842K |
| HBW Advisory Services LLC | 0.09% | Add +25.2% | 32,250 | $824K |
| Buska Wealth Management, LLC | 0.31% | New | 30,100 | $769K |
| Avior Wealth Management, LLC | 0.02% | Add +1.9% | 29,414 | $752K |
| Chilton Capital Management LLC | 0.03% | Reduce -1.6% | 28,412 | $726K |
| Private Trust Co. NA | 0.06% | Reduce -1.9% | 26,036 | $709K |
| Integrated Advisors Network LLC | 0.04% | Reduce -24.4% | 27,347 | $699K |
| Forefront Wealth Partners, LLC | 0.27% | Add +0.4% | 25,174 | $643K |
| Advyzon Investment Management, LLC | 0.06% | New | 24,926 | $637K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +88.3% | 24,801 | $634K |
| Axxcess Wealth Management, LLC | 0.02% | Add +81.7% | 24,735 | $632K |
| Endeavor Private Wealth, Inc. | 0.18% | Add +31.1% | 24,456 | $625K |
| Signature Equity Partners, LLC | 0.33% | Add +27.6% | 23,762 | $607K |
| Ameritas Advisory Services, LLC | 0.02% | Add +1.0% | 23,701 | $606K |
| 1776 Wealth LLC | 0.24% | New | 23,519 | $601K |
| TCFG Wealth Management, LLC | 0.22% | Add +10.9% | 23,209 | $593K |
| TCFG Investment Advisors, LLC | 0.22% | — | 23,209 | $593K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.6% | 23,181 | $592K |
| National Wealth Management Group, LLC | 0.22% | Reduce -31.2% | 22,980 | $587K |
| Marshall Investment Management, LLC | 0.28% | Add +0.3% | 22,881 | $585K |
| Fifth Third Bancorp | 0.00% | New | 22,752 | $581K |
| TKG Advisors, LLC | 0.23% | Reduce -1.2% | 22,132 | $565K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -3.7% | 21,773 | $556K |
| Sound Income Strategies, LLC | 0.03% | No change | 21,513 | $554K |
| Formidable Asset Management, LLC | 0.08% | Reduce -0.6% | 20,635 | $541K |
| Darwin Wealth Management, LLC | 0.16% | Add +5.5% | 20,436 | $522K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +82.6% | 20,260 | $518K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.3% | 19,889 | $508K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -7.6% | 19,802 | $506K |
| Novem Group | 0.06% | Add +5.8% | 19,714 | $504K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +9.3% | 19,671 | $503K |
| Smith, Moore & Co. | 0.03% | Add +2.9% | 18,205 | $465K |
| Cozad Asset Management Inc. | 0.04% | Add +2.1% | 17,965 | $459K |
| Mgo One Seven LLC | 0.01% | Reduce -11.4% | 17,405 | $445K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +10.3% | 17,384 | $444K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +6.3% | 17,157 | $438K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -0.1% | 17,474 | $435K |
| Proactive Wealth Strategies LLC | 0.08% | Add +104.3% | 16,894 | $432K |
| Total Clarity Wealth Management, Inc. | 0.10% | Reduce -0.6% | 16,794 | $429K |
| Waverly Advisors, LLC | 0.00% | Reduce -1.1% | 16,733 | $428K |
| Independent Wealth Network Inc. | 0.13% | Add +3.9% | 16,624 | $425K |
| First Heartland Consultants, Inc. | 0.03% | No change | 16,444 | $420K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.12% | No change | 16,172 | $413K |
| Moors & Cabot, Inc. | 0.02% | Reduce -2.6% | 16,151 | $413K |
| Ergawealth Advisors, Inc. | 0.18% | Reduce -24.4% | 15,780 | $403K |
| Morgan Stanley | 0.00% | Reduce -3.1% | 15,341 | $392K |
| Ignite Planners, LLC | 0.06% | Add +0.3% | 15,275 | $390K |
| Stirlingshire Investments, Inc. | 0.33% | Add +59.8% | 14,817 | $379K |
| Sovran Advisors, LLC | 0.03% | Add +75.0% | 13,039 | $359K |
| Element Wealth, LLC | 0.14% | New | 13,513 | $345K |
| Uniting Wealth Partners, LLC | 0.07% | New | 13,513 | $345K |
| Bank of America Corp. | 0.00% | No change | 13,325 | $340K |
| Aft, Forsyth & Company, Inc. | 0.16% | Add +9.3% | 13,127 | $335K |
| Money Concepts Capital Corp. | 0.02% | New | 13,025 | $333K |
| SHP Wealth Management | 0.02% | No change | 12,285 | $314K |
| WealthTrust Asset Management, LLC | 0.19% | Reduce -1.7% | 12,232 | $313K |
| Acorn Wealth Advisors, LLC | 0.09% | Add +0.6% | 12,207 | $312K |
| Gerald Baker Financial Group LLC | 0.10% | — | 12,124 | $310K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.7% | 11,885 | $304K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -9.7% | 11,678 | $298K |
| Mutual Advisors, LLC | 0.01% | New | 11,397 | $291K |
| Tortuga Wealth Management, Inc | 0.27% | No change | 11,225 | $287K |
| Benjamin Edwards Inc. | 0.00% | Add +21.4% | 10,975 | $280K |
| Split Rock Private Trading & Wealth Management, LLC | 0.20% | Reduce -10.1% | 10,191 | $260K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +4.7% | 10,142 | $259K |
| Faithward Advisors, LLC | 0.04% | Add +7.5% | 10,130 | $259K |
| Chris Bulman Inc | 0.11% | Add +6.0% | 10,130 | $259K |
| Forty-three Eighteen Advisors, LLC | 0.19% | Reduce -9.2% | 9,918 | $253K |
| Brookwood Investment Group LLC | 0.03% | Add +0.2% | 9,772 | $250K |
| EP Wealth Advisors, LLC | 0.00% | No change | 9,450 | $241K |
| Alessandra Capital Management, LLC | 0.20% | New | 9,400 | $240K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Add +4.2% | 9,292 | $237K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | Reduce -0.7% | 9,171 | $234K |
| Rhodes Investment Advisors Inc. | 0.20% | Add +11.9% | 8,925 | $228K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 8,943 | $227K |
| Mach-1 Financial Group, LLC | 0.08% | No change | 8,819 | $225K |
| Titleist Asset Management, LLC | 0.02% | Add +3.6% | 8,692 | $222K |
| Atria Investments, Inc | 0.00% | Reduce -10.7% | 8,690 | $222K |
| PFG Advisors | 0.01% | No change | 8,635 | $221K |
| HBK Sorce Advisory LLC | 0.00% | Add +5.0% | 7,857 | $215K |
| Kraft, Davis & Associates, LLC | 0.05% | No change | 7,817 | $215K |
| Northwest Wealth Advisors, LLC | 0.15% | Add +0.7% | 8,132 | $208K |
| First Business Financial Services, Inc. | 0.02% | New | 8,052 | $206K |
| Lanark Financial, Inc. | 0.01% | Reduce -21.4% | 7,020 | $179K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 7,000 | $179K |
| N.E.W. Advisory Services LLC | 0.01% | Add +0.7% | 6,352 | $162K |
| Topsail Wealth Management, LLC | 0.02% | Add +103.8% | 5,094 | $130K |
| Barrett & Company, Inc. | 0.04% | Reduce -13.3% | 4,875 | $125K |
| Founders Financial Alliance, LLC | 0.02% | New | 4,500 | $115K |
| Larson Financial Group LLC | 0.00% | Reduce -14.2% | 4,339 | $111K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 4,169 | $107K |
| Wagner Wealth Management, LLC | 0.02% | Reduce -16.5% | 3,717 | $95K |
| Parallel Advisors, LLC | 0.00% | Add +117.5% | 3,299 | $84K |
| Rothschild Investment LLC | 0.00% | Reduce -15.2% | 3,200 | $82K |
| Allworth Financial LP | 0.00% | Add +25.6% | 3,193 | $82K |
| IMG Wealth Management, Inc. | 0.04% | Add +21.2% | 2,312 | $59K |
| Ancora Advisors LLC | 0.00% | New | 2,072 | $53K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 2,053 | $52K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 2,000 | $51K |
| Cornerstone Wealth Partners, LLC | 0.03% | New | 1,856 | $47K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +118.8% | 1,571 | $40K |
| Ameriflex Group, Inc. | 0.02% | Add +234.0% | 1,396 | $36K |
| Archer Investment Corp | 0.01% | Add +47.8% | 1,191 | $30K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,053 | $27K |
| Kozak & Associates, Inc. | 0.00% | Add +2.1% | 902 | $25K |
| Synergy Investment Management, LLC | 0.01% | New | 856 | $22K |
| Jones Financial Companies LLLP | 0.00% | New | 740 | $18K |
| Rossby Financial, LCC | 0.00% | New | 606 | $16K |
| JPMorgan Chase & Co. | 0.00% | Add +5.8% | 584 | $15K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 548 | $14K |
| Smartleaf Asset Management LLC | 0.00% | New | 554 | $14K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 517 | $13K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -28.1% | 513 | $13K |
| Parkside Financial Bank & Trust | 0.00% | No change | 500 | $13K |
| First Command Advisory Services, Inc. | 0.00% | New | 206 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -94.8% | 203 | $5K |
| Godsey & Gibb, Inc. | 0.00% | No change | 96 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -97.2% | 87 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 28 | $715 |
"% 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.