FT Vest Rising Dividend AchiRDVIETF
13F holders, Q2 2026 (June 30)315holders +32
41new positions
9sold out
1famous investor
$29.32avg. 13F price*
At the end of Q2 2026, 315 institutions reported holding FT Vest Rising Dividend Achi (RDVI) in their 13F filings, up 32 from Q1 2026. 41 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($376.4M), Wells Fargo & Company ($120.1M) and Raymond James Financial Inc. ($110.8M). 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 (Q2 2026)
- CUSIP
- 33738D879
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $18.9M |
| Exits | 9 | $30.4M |
All 13F filers, Q1 2026 → Q2 2026: 7,020,857 shares bought and 2,834,894 shares sold, net +4,185,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| LPL Financial LLC | 0.08% | Add +12.9% | 12,801,978 | $376.4M |
| Wells Fargo & Company | 0.02% | Add +8.6% | 4,084,913 | $120.1M |
| Raymond James Financial Inc. | 0.03% | Add +5.9% | 3,767,292 | $110.8M |
| Cetera Investment Advisers | 0.07% | Add +13.8% | 2,786,549 | $81.9M |
| Royal Bank of Canada | 0.01% | Add +5.2% | 2,606,955 | $76.6M |
| Stifel Financial Corp. | 0.06% | Add +5.1% | 2,579,990 | $75.9M |
| Osaic Holdings, Inc. | 0.09% | Add +14.0% | 2,487,340 | $73.1M |
| Commonwealth Equity Services, LLC | 0.08% | Add +3.2% | 2,080,391 | $61.2M |
| Kestra Advisory Services, LLC | 0.13% | Add +9.4% | 1,377,615 | $40.5M |
| Baird Financial Group, Inc. | 0.05% | Add +6.5% | 1,253,958 | $36.9M |
| Harbour Investments, Inc. | 0.39% | Add +4.2% | 974,155 | $28.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +3.3% | 941,301 | $27.7M |
| Arax Advisory Partners | 0.17% | Add +12.6% | 858,837 | $25.2M |
| Pinnacle Associates Ltd. | 0.27% | Add +1.3% | 852,753 | $25.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.3% | 851,604 | $25.0M |
| Janney Montgomery Scott LLC | 0.04% | Add +17.3% | 781,655 | $23.0M |
| Prospera Financial Services Inc | 0.31% | Add +5.2% | 714,319 | $21.0M |
| Merit Financial Group, LLC | 0.13% | Reduce -2.1% | 713,832 | $21.0M |
| Park National Corp. | 0.59% | Add +4.5% | 711,228 | $20.9M |
| Adamsbrown Wealth Consultants LLC | 3.80% | Add +2.1% | 686,102 | $20.2M |
| Second Half Financial Partners, LLC | 7.57% | No change | 628,118 | $18.5M |
| Integrated Wealth Concepts LLC | 0.12% | Add +6.4% | 616,804 | $18.1M |
| Bullseye Investment Management, LLC | 8.80% | Add +12.2% | 609,066 | $17.9M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +15.8% | 604,216 | $17.8M |
| Stratos Wealth Partners, LTD. | 0.17% | Reduce -5.8% | 579,456 | $17.0M |
| Focus Partners Wealth | 0.02% | Reduce -16.8% | 546,374 | $16.1M |
| VestGen Advisors, LLC | 0.47% | Add +0.8% | 545,359 | $16.0M |
| Silver Oak Securities, Incorporated | 0.92% | Add +6.0% | 514,302 | $15.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +16.7% | 517,800 | $15.1M |
| Beaumont Financial Advisors, LLC | 0.95% | Add +0.3% | 506,641 | $14.9M |
| Cooper Capital Advisors LLC | 6.21% | Add +4.0% | 486,689 | $14.3M |
| Argent Advisors, Inc. | 3.24% | Reduce -0.9% | 441,026 | $13.0M |
| HighTower Advisors, LLC | 0.01% | Add +28.8% | 437,345 | $12.9M |
| Clarus Group, Inc. | 4.24% | Reduce -1.4% | 425,643 | $12.5M |
| Prime Capital Investment Advisors, LLC | 0.12% | Reduce -31.9% | 423,807 | $12.5M |
| Summit Financial Wealth Advisors, LLC | 1.53% | Add +2.8% | 406,865 | $12.0M |
| Private Advisor Group, LLC | 0.05% | Add +42.3% | 366,388 | $10.8M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -3.1% | 363,384 | $10.7M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +4.9% | 362,301 | $10.7M |
| Farther Finance Advisors, LLC | 0.08% | Add +36.1% | 360,184 | $10.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.61% | Add +0.9% | 349,706 | $10.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +10.5% | 341,896 | $10.1M |
| Echo Wealth Management, LLC | 4.96% | Add +7.7% | 330,875 | $9.7M |
| Snowden Capital Advisors LLC | 0.22% | Reduce -0.0% | 316,399 | $9.3M |
| Luken Investment Analytics, LLC | 3.01% | Reduce -18.7% | 293,324 | $8.6M |
| &partners | 0.04% | Reduce -13.7% | 292,479 | $8.6M |
| Principal Securities, Inc. | 0.10% | Add +2.8% | 289,620 | $8.5M |
| Arq Wealth Advisors, LLC | 1.05% | Add +49.4% | 294,973 | $8.5M |
| Atlas Private Wealth Advisors | 1.83% | Reduce -26.1% | 284,512 | $8.4M |
| NewEdge Advisors, LLC | 0.02% | Add +25.7% | 279,969 | $8.2M |
| Aurora Private Wealth, Inc. | 4.80% | Add +43.1% | 257,278 | $7.6M |
| RFG Advisory, LLC | 0.12% | Add +13.9% | 257,160 | $7.6M |
| Oxford Wealth Group, LLC | 3.26% | Add +18.2% | 248,184 | $7.3M |
| IFP Advisors, Inc | 0.13% | Add +29.2% | 239,480 | $7.0M |
| HighPoint Advisor Group LLC | 0.24% | Add +20.6% | 234,838 | $6.9M |
| Pinnacle Financial Partners, Inc. | 0.05% | Add +39.4% | 228,833 | $6.7M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +34.2% | 215,085 | $6.3M |
| Creative Financial Designs Inc. | 0.29% | Add +3.4% | 209,963 | $6.2M |
| MML Investors Services, LLC | 0.01% | Add +38.7% | 202,755 | $6.0M |
| Kingsview Wealth Management, LLC | 0.07% | Add +38.5% | 202,280 | $5.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.57% | Reduce -42.5% | 187,978 | $5.5M |
| Summit Financial, LLC | 0.06% | Reduce -2.7% | 185,519 | $5.5M |
| Stonebridge Financial Planning Group, LLC | 1.70% | Reduce -0.7% | 181,543 | $5.3M |
| Meadow Creek Wealth Advisors LLC | 3.26% | Add +4.6% | 181,531 | $5.3M |
| StoneCrest Wealth Management, Inc. | 1.69% | Add +0.6% | 180,277 | $5.3M |
| Trueblood Wealth Management, LLC | 1.79% | Add +4.1% | 174,899 | $5.1M |
| RiverTree Advisors, LLC | 3.04% | Add +14.2% | 174,809 | $5.1M |
| Capital Investment Advisory Services, LLC | 0.32% | Reduce -6.5% | 174,242 | $5.1M |
| Gateway Wealth Partners, LLC | 0.30% | Reduce -46.6% | 172,209 | $5.1M |
| StoneX Group Inc. | 0.20% | Add +5.1% | 171,840 | $5.0M |
| D.A. Davidson & Co. | 0.03% | Add +5.4% | 163,866 | $4.8M |
| Elevation Advisory Partners LLC | 4.91% | Add +101.8% | 165,647 | $4.8M |
| Apollon Wealth Management, LLC | 0.06% | Add +0.8% | 162,842 | $4.8M |
| Prosperity Financial Group, Inc. | 1.47% | Add +3.1% | 161,312 | $4.7M |
| G&S Capital LLC | 1.37% | Add +1.6% | 160,757 | $4.7M |
| Compass Financial Services Inc | 1.76% | Add +5.0% | 160,135 | $4.7M |
| Atlantic Union Bankshares Corp | 0.08% | Add +88.9% | 155,433 | $4.6M |
| Semus Wealth Partners LLC | 2.17% | Add +3.9% | 153,022 | $4.5M |
| Mgo One Seven LLC | 0.07% | Add +771.6% | 151,710 | $4.5M |
| Atlas Wealth LLC | 0.70% | Add +0.8% | 148,102 | $4.4M |
| Huntington National Bank | 0.03% | No change | 145,345 | $4.3M |
| Retirement Planning Group, LLC | 0.11% | Add +12.0% | 142,520 | $4.2M |
| Accel Wealth Management | 0.93% | Add +49.0% | 141,030 | $4.1M |
| Delta Investment Management, LLC | 0.68% | Add +8.3% | 140,825 | $4.1M |
| Langley Wealth Management, LLC | 3.95% | — | 137,795 | $4.1M |
| Independent Financial Group, LLC | 0.07% | Reduce -26.1% | 130,550 | $3.8M |
| Prostatis Group LLC | 0.87% | Reduce -10.0% | 126,488 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.9% | 126,310 | $3.7M |
| Centerpoint Advisory Group | 2.34% | Add +33.1% | 125,462 | $3.7M |
| Truist Financial Corp. | 0.00% | Add +7.2% | 125,163 | $3.7M |
| Rehmann Capital Advisory Group | 0.16% | Reduce -2.1% | 118,403 | $3.5M |
| Fischer Investment Strategies, LLC | 1.65% | Add +61.1% | 117,905 | $3.5M |
| Arkadios Wealth Advisors | 0.05% | Reduce -5.5% | 114,238 | $3.4M |
| Buska Wealth Management, LLC | 1.14% | Add +256.7% | 107,379 | $3.2M |
| KPP Advisory Services LLC | 0.40% | Add +2.9% | 107,221 | $3.2M |
| Foundations Investment Advisors, LLC | 0.03% | Add +61.4% | 106,281 | $3.1M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +6.7% | 103,859 | $3.1M |
| Beacon Financial Group | 0.26% | Add +10.1% | 98,952 | $2.9M |
| Oppenheimer & Co. Inc. | 0.03% | Add +1.6% | 97,103 | $2.9M |
| Capital Analysts, LLC | 0.07% | Add +7.3% | 97,070 | $2.9M |
| Ameritas Advisory Services, LLC | 0.06% | Add +308.5% | 96,808 | $2.8M |
| Wedbush Securities Inc. | 0.07% | Add +12.1% | 94,808 | $2.8M |
| Brookstone Capital Management | 0.03% | Add +7.0% | 93,210 | $2.7M |
| Vima LLC | 2.62% | — | 89,567 | $2.6M |
| World Investment Advisors | 0.04% | Add +1.3% | 91,351 | $2.6M |
| Advisory Advocates, LLC | 2.15% | Add +8.1% | 85,403 | $2.5M |
| IHT Wealth Management, LLC | 0.05% | Add +27.6% | 84,287 | $2.5M |
| Maridea Wealth Management LLC | 0.26% | Reduce -0.1% | 81,541 | $2.4M |
| Sequent Planning LLC | 0.51% | Reduce -21.2% | 80,741 | $2.4M |
| Balboa Wealth Partners | 0.32% | Reduce -7.1% | 80,396 | $2.4M |
| Resolute Wealth Strategies, LLC | 0.90% | Add +11.7% | 79,451 | $2.3M |
| Western Wealth Management, LLC | 0.07% | Add +4.7% | 74,930 | $2.2M |
| Boyce & Associates Wealth Consulting, Inc. | 1.51% | Add +2.7% | 74,107 | $2.2M |
| Indivisible Partners | 0.12% | Add +1.1% | 74,070 | $2.2M |
| Triumph Capital Management | 0.39% | Add +3.7% | 73,215 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Add +48.2% | 70,200 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -12.3% | 69,985 | $2.1M |
| Calton & Associates, Inc. | 0.30% | Reduce -32.4% | 69,431 | $2.0M |
| Stephens Inc. | 0.02% | Add +34.1% | 67,173 | $2.0M |
| FWG Holdings, LLC | 0.68% | New | 68,116 | $2.0M |
| Quad-Cities Investment Group, LLC | 0.70% | Add +3.8% | 66,688 | $2.0M |
| MTM Investment Management, LLC | 0.55% | Add +4.3% | 65,810 | $1.9M |
| International Assets Investment Management, LLC | 0.11% | Add +4.5% | 65,687 | $1.9M |
| Legacy Wealth Managment, LLC | 0.79% | Add +4.9% | 65,052 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -2.0% | 64,465 | $1.9M |
| John W. Brooker & Co., CPAs | 2.28% | Add +58.9% | 64,203 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Add +25.9% | 63,591 | $1.9M |
| WCG Wealth Advisors LLC | 0.04% | Add +17.9% | 61,142 | $1.8M |
| TrueWealth Advisors, LLC | 0.40% | Add +18.1% | 60,800 | $1.8M |
| Tidemark, LLC | 0.39% | Reduce -18.7% | 58,616 | $1.7M |
| Sigma Planning Corp | 0.04% | Add +21.3% | 58,535 | $1.7M |
| CoreCap Advisors, LLC | 0.05% | Add +2.2% | 57,421 | $1.7M |
| Creative Planning | 0.00% | Reduce -1.6% | 57,313 | $1.7M |
| Milestone Asset Management, LLC | 0.26% | Reduce -21.7% | 56,054 | $1.6M |
| Legacy Capital Wealth Partners, LLC | 0.31% | Add +3.8% | 55,544 | $1.6M |
| Owen LaRue, LLC | 0.56% | Add +24.4% | 54,811 | $1.6M |
| Garden State Investment Advisory Services LLC | 0.31% | Add +5.3% | 54,129 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +21.4% | 53,451 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +5.9% | 53,091 | $1.6M |
| Core Wealth Partners LLC | 0.66% | Add +16.1% | 52,531 | $1.5M |
| PSI Advisors, LLC | 0.36% | New | 52,380 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +13.5% | 51,258 | $1.5M |
| Plotkin Financial Advisors, LLC | 0.62% | Add +10.1% | 50,790 | $1.5M |
| CreativeOne Wealth, LLC | 0.03% | Add +10.4% | 49,815 | $1.5M |
| Next Level Private LLC | 0.29% | Add +4.1% | 49,650 | $1.5M |
| Centaurus Financial, Inc. | 0.06% | Add +38.8% | 49,628 | $1.5M |
| Savvy Advisors, Inc. | 0.03% | Add +0.3% | 48,580 | $1.4M |
| Comprehensive Financial Planning, Inc. | 0.75% | Reduce -1.9% | 48,008 | $1.4M |
| Citadel Advisors | 0.00% | New | 46,964 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Add +307.6% | 46,448 | $1.4M |
| Truvestments Capital LLC | 0.20% | Reduce -11.1% | 45,893 | $1.3M |
| Marshall Financial Group, LLC | 0.19% | Reduce -8.5% | 44,351 | $1.3M |
| Compound Planning, Inc. | 0.03% | Add +3.1% | 43,935 | $1.3M |
| Visionary Wealth Advisors | 0.05% | New | 43,226 | $1.3M |
| Level Four Advisory Services, LLC | 0.04% | Add +6.1% | 43,178 | $1.3M |
| Insight Advisors, LLC/ PA | 0.22% | Add +0.5% | 42,807 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -3.8% | 42,786 | $1.3M |
| Marshall Investment Management, LLC | 0.52% | Add +85.4% | 42,431 | $1.2M |
| Asset Allocation Strategies LLC | 0.19% | Add +24.4% | 41,864 | $1.2M |
| Kovack Advisors, Inc. | 0.06% | Add +9.6% | 41,717 | $1.2M |
| Winnacle Wealth LLC | 0.82% | Add +19.5% | 41,167 | $1.2M |
| Raab & Moskowitz Asset Management LLC | 0.24% | No change | 41,025 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -88.1% | 40,514 | $1.2M |
| Advyzon Investment Management, LLC | 0.08% | Add +59.7% | 39,810 | $1.2M |
| Integrity Alliance, Llc. | 0.04% | New | 39,685 | $1.2M |
| Money Concepts Capital Corp. | 0.05% | Add +198.5% | 38,877 | $1.1M |
| Uniting Wealth Partners, LLC | 0.23% | Add +185.2% | 38,542 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | Add +53.1% | 37,868 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +12.5% | 37,237 | $1.1M |
| Harvest Investment Services, LLC | 0.17% | Reduce -2.7% | 37,045 | $1.1M |
| Regal Investment Advisors LLC | 0.06% | Add +1.7% | 36,957 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -64.2% | 36,788 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.5% | 35,523 | $1.0M |
| QTR Family Wealth, LLC | 0.36% | Add +0.2% | 34,677 | $1.0M |
| Clear Creek Financial Management, LLC | 0.06% | Add +4.1% | 34,313 | $1.0M |
| Darwin Wealth Management, LLC | 0.27% | Add +66.0% | 33,916 | $997K |
| Moors & Cabot, Inc. | 0.04% | Add +108.6% | 33,686 | $990K |
| Insigneo Advisory Services, LLC | 0.04% | No change | 33,413 | $982K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +31.1% | 32,514 | $956K |
| Acorn Wealth Advisors, LLC | 0.23% | Add +160.6% | 31,816 | $935K |
| Global Assets Advisory, LLC | 0.20% | New | 31,490 | $920K |
| Signature Equity Partners, LLC | 0.42% | Add +30.4% | 30,988 | $911K |
| Chilton Capital Management LLC | 0.03% | Add +8.8% | 30,898 | $908K |
| Avior Wealth Management, LLC | 0.02% | Add +3.5% | 30,439 | $895K |
| Morgan Stanley | 0.00% | Add +98.2% | 30,410 | $894K |
| Susquehanna International Group, LLP | 0.00% | New | 30,207 | $888K |
| Private Trust Co. NA | 0.07% | Add +13.5% | 29,551 | $869K |
| Integrated Advisors Network LLC | 0.04% | Add +3.1% | 28,204 | $829K |
| Advisor OS, LLC | 0.06% | New | 28,140 | $827K |
| TCFG Investment Advisors, LLC | 0.27% | Add +15.4% | 26,785 | $787K |
| Formidable Asset Management, LLC | 0.13% | Add +48.5% | 30,635 | $783K |
| Triad Wealth Partners, LLC | 0.05% | New | 26,609 | $782K |
| Daymark Wealth Partners, LLC | 0.02% | Add +19.4% | 25,999 | $764K |
| Novem Group | 0.08% | Add +31.6% | 25,940 | $763K |
| 1776 Wealth LLC | 0.26% | Add +7.0% | 25,157 | $740K |
| Forefront Wealth Partners, LLC | 0.23% | Reduce -0.7% | 25,005 | $735K |
| TKG Advisors, LLC | 0.25% | Add +10.4% | 24,434 | $718K |
| Endeavor Private Wealth, Inc. | 0.17% | Reduce -3.9% | 23,508 | $691K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.1% | 23,164 | $681K |
| Ameriprise Financial Inc. | 0.00% | New | 22,646 | $666K |
| Cozad Asset Management Inc. | 0.04% | Add +25.7% | 22,575 | $664K |
| Advisory Services Network, LLC | 0.01% | Add +11.8% | 22,230 | $654K |
| Sound Income Strategies, LLC | 0.03% | Add +0.2% | 21,563 | $634K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +6.3% | 21,544 | $633K |
| Stirlingshire Investments, Inc. | 0.47% | Add +44.1% | 21,347 | $628K |
| Whipplewood Advisors, LLC | 0.42% | Reduce -85.7% | 21,256 | $625K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +5.6% | 20,776 | $611K |
| National Wealth Management Group, LLC | 0.19% | Reduce -10.6% | 20,553 | $604K |
| Smith, Moore & Co. | 0.04% | Add +7.8% | 19,629 | $577K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -4.7% | 18,878 | $555K |
| Waverly Advisors, LLC | 0.00% | Add +9.2% | 18,267 | $537K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +2.5% | 17,819 | $524K |
| Bluespring Wealth Management, LLC | 0.01% | New | 17,738 | $521K |
| Sovran Advisors, LLC | 0.04% | Add +36.2% | 17,758 | $519K |
| HBW Advisory Services LLC | 0.05% | Reduce -46.1% | 17,386 | $511K |
| IFG Advisory, LLC | 0.02% | New | 17,146 | $504K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.4% | 17,093 | $503K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -2.0% | 17,131 | $500K |
| Independent Wealth Network Inc. | 0.12% | Reduce -0.4% | 16,564 | $487K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +41.8% | 16,553 | $487K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.13% | No change | 16,172 | $475K |
| Old Mission Capital LLC | 0.01% | New | 16,015 | $471K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -2.9% | 15,974 | $470K |
| MSH Capital Advisors LLC | 0.08% | New | 15,485 | $455K |
| Ignite Planners, LLC | 0.06% | Add +0.4% | 15,342 | $451K |
| Tounjian Advisory Partners, LLC | 0.19% | New | 14,926 | $439K |
| Continuum Advisory, LLC | 0.04% | New | 14,795 | $435K |
| HBK Sorce Advisory LLC | 0.01% | Add +83.3% | 14,404 | $430K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +36.9% | 13,882 | $408K |
| Aft, Forsyth & Company, Inc. | 0.19% | Add +3.2% | 13,544 | $398K |
| Proactive Wealth Strategies LLC | 0.06% | Reduce -20.9% | 13,368 | $393K |
| Tortuga Wealth Management, Inc | 0.29% | Add +17.8% | 13,225 | $389K |
| WealthTrust Asset Management, LLC | 0.21% | Add +7.3% | 13,127 | $386K |
| Gerald Baker Financial Group LLC | 0.10% | Add +2.0% | 12,365 | $364K |
| SHP Wealth Management | 0.02% | No change | 12,285 | $361K |
| Cresset Asset Management, LLC | 0.00% | Add +2.3% | 12,155 | $357K |
| Benjamin Edwards Inc. | 0.00% | Add +7.2% | 11,769 | $346K |
| Element Wealth, LLC | 0.13% | Reduce -13.8% | 11,654 | $343K |
| Faithward Advisors, LLC | 0.04% | Add +8.8% | 11,023 | $324K |
| Chris Bulman Inc | 0.11% | Add +0.2% | 10,147 | $298K |
| WESPAC Advisors SoCal, LLC | 0.05% | New | 10,117 | $297K |
| Forty-three Eighteen Advisors, LLC | 0.20% | No change | 9,918 | $292K |
| Ergawealth Advisors, Inc. | 0.11% | Reduce -38.2% | 9,749 | $287K |
| EP Wealth Advisors, LLC | 0.00% | No change | 9,450 | $278K |
| Alessandra Capital Management, LLC | 0.20% | No change | 9,400 | $276K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Add +0.7% | 9,358 | $275K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 9,331 | $274K |
| Quantinno Capital Management LP | 0.00% | New | 9,329 | $274K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +493.4% | 9,323 | $274K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +2.6% | 9,173 | $273K |
| Titleist Asset Management, LLC | 0.02% | Add +5.8% | 9,199 | $270K |
| Rhodes Investment Advisors Inc. | 0.20% | Add +2.2% | 9,125 | $268K |
| PFG Advisors | 0.01% | Add +4.0% | 8,985 | $264K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | Reduce -3.3% | 8,869 | $261K |
| Nuveen, LLC | 0.00% | New | 8,734 | $257K |
| Core Wealth Advisors, Inc. | 0.05% | New | 8,716 | $256K |
| Fifth Third Bancorp | 0.00% | Reduce -61.9% | 8,679 | $255K |
| Synergy Asset Management, LLC | 0.02% | New | 8,588 | $252K |
| Inspire Advisors, LLC | 0.02% | New | 8,490 | $250K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 8,462 | $249K |
| Northwest Wealth Advisors, LLC | 0.14% | Add +0.7% | 8,188 | $241K |
| Geneos Wealth Management Inc. | 0.00% | Add +9174.7% | 8,069 | $237K |
| First Business Financial Services, Inc. | 0.02% | No change | 8,052 | $237K |
| Mattern Wealth Management LLC | 0.04% | New | 8,000 | $235K |
| Simplicity Wealth,LLC | 0.01% | New | 7,978 | $235K |
| Prospect Financial Services LLC | 0.12% | New | 7,966 | $234K |
| Winebrenner Capital Management LLC | 0.14% | New | 7,872 | $231K |
| Split Rock Private Trading & Wealth Management, LLC | 0.16% | Reduce -24.5% | 7,697 | $226K |
| Koshinski Asset Management, Inc. | 0.01% | New | 7,610 | $224K |
| Treasure Coast Financial Planning | 0.11% | New | 7,576 | $223K |
| Mach-1 Financial Group, LLC | 0.09% | Reduce -14.7% | 7,519 | $221K |
| Smith Chas P & Associates Pa Cpas | 0.01% | New | 7,500 | $221K |
| NWF Advisory Services Inc. | 0.02% | New | 7,200 | $212K |
| Kraft, Davis & Associates, LLC | 0.04% | Reduce -7.3% | 7,244 | $207K |
| Total Clarity Wealth Management, Inc. | 0.04% | Reduce -58.3% | 7,000 | $206K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 6,864 | $202K |
| BlueChip Wealth Advisors LLC | 0.08% | New | 6,814 | $200K |
| N.E.W. Advisory Services LLC | 0.01% | Add +1.8% | 6,464 | $190K |
| Catherine Avery Investment Management LLC | 0.08% | New | 6,443 | $189K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +46.3% | 6,100 | $179K |
| Lanark Financial, Inc. | 0.01% | Reduce -22.9% | 5,413 | $159K |
| IMG Wealth Management, Inc. | 0.09% | Add +132.0% | 5,364 | $158K |
| Topsail Wealth Management, LLC | 0.02% | No change | 5,094 | $150K |
| Barrett & Company, Inc. | 0.04% | Reduce -5.6% | 4,600 | $135K |
| Larson Financial Group LLC | 0.00% | Add +4.2% | 4,521 | $133K |
| Founders Financial Alliance, LLC | 0.02% | No change | 4,500 | $132K |
| Allworth Financial LP | 0.00% | Add +32.9% | 4,243 | $125K |
| Trust Co. of Vermont | 0.00% | — | 3,944 | $116K |
| Wagner Wealth Management, LLC | 0.02% | Add +4.4% | 3,881 | $114K |
| Cape Investment Advisory, Inc. | 0.03% | New | 3,655 | $107K |
| Parallel Advisors, LLC | 0.00% | Add +1.0% | 3,332 | $98K |
| Rothschild Investment LLC | 0.00% | No change | 3,200 | $94K |
| Ancora Advisors LLC | 0.00% | No change | 2,072 | $61K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 2,053 | $60K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 2,000 | $59K |
| Ameriflex Group, Inc. | 0.02% | Reduce -1.6% | 1,373 | $40K |
| Clearstead Advisors, LLC | 0.00% | Add +17.1% | 1,233 | $36K |
| Archer Investment Corp | 0.01% | Add +0.7% | 1,199 | $35K |
| Avion Wealth | 0.01% | New | 1,033 | $30K |
| Kozak & Associates, Inc. | 0.00% | Add +2.1% | 921 | $27K |
| Synergy Investment Management, LLC | 0.01% | No change | 856 | $25K |
| Regatta Research & Money Management | 0.02% | — | 766 | $23K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 581 | $17K |
| Smartleaf Asset Management LLC | 0.00% | No change | 554 | $16K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 548 | $16K |
| SBI Securities Co., Ltd. | 0.00% | Add +5.8% | 543 | $16K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 517 | $15K |
| Bellevue Asset Management, LLC | 0.00% | New | 325 | $10K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -1.5% | 200 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | New | 169,223 | $3K |
| Godsey & Gibb, Inc. | 0.00% | No change | 96 | $3K |
| Jones Financial Companies LLLP | 0.00% | Reduce -92.0% | 59 | $2K |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 56 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | New | 50 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 28 | $823 |
"% 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.