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FT Vest Rising Dividend Achievers Target Income ETF (RDVI) Institutional Ownership

FT Vest Rising Dividend Achievers Target Income ETF logo
$26.06 +1.49 (+6.04%)
Closing price 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI)

Number of
Institutional Buyers
(last 12 months)
221
Total
Institutional Inflows
(last 12 months)
$554.96M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$117.27M
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RDVI Institutional Buying and Selling by Quarter

FT Vest Rising Dividend Achievers Target Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/3/2025 Summit Financial Wealth Advisors LLC366,275$9.45M1.5%+5.9%0.443%
10/1/2025 Park National Corp OH693,897$17.94M0.6%-3.4%0.840%
9/29/2025 Summit Financial Wealth Advisors LLC345,993$8.55M1.5%-0.6%0.419%
9/25/2025National Wealth Management Group LLC8,251$204K0.1%N/A0.010%
9/9/2025NWF Advisory Services Inc.8,500$210K0.0%N/A0.010%
8/29/2025Centaurus Financial Inc.35,003$865K0.1%+25.9%0.042%
8/27/2025Orion Porfolio Solutions LLC55,708$1.38M0.0%+23.0%0.067%
8/26/2025Thrivent Financial for Lutherans35,109$868K0.0%+4.2%0.043%
8/20/2025Coppell Advisory Solutions LLC135,223$3.33M0.4%+628.5%0.164%
8/19/2025B. Riley Wealth Advisors Inc.13,986$346K0.0%N/A0.017%
8/19/2025Newbridge Financial Services Group Inc.43,266$1.07M0.2%N/A0.052%
8/19/2025Advisory Services Network LLC16,209$401K0.0%+31.8%0.020%
8/18/2025Tyler Stone Wealth Management29,601$731K0.1%+8.8%0.036%
8/18/2025Geneos Wealth Management Inc.3,044$75K0.0%+18.8%0.004%
8/15/2025Asset Allocation Strategies LLC26,251$649K0.1%N/A0.032%
8/15/2025Visionary Wealth Advisors8,480$210K0.0%N/A0.010%
8/15/2025Snowden Capital Advisors LLC134,011$3.31M0.1%+2.5%0.162%
8/15/2025Orion Porfolio Solutions LLC55,708$1.38M0.0%+23.0%0.067%
8/15/2025MML Investors Services LLC37,782$934K0.0%-23.3%0.046%
8/15/2025Great Valley Advisor Group Inc.18,138$448K0.0%+15.4%0.022%
8/15/2025Garden State Investment Advisory Services LLC30,511$754K0.2%-5.3%0.037%
8/15/2025EP Wealth Advisors LLC9,650$238K0.0%N/A0.012%
8/15/2025Benjamin Edwards Inc.9,620$238K0.0%N/A0.012%
8/15/2025Bank of America Corp DE32,293$798K0.0%-1.9%0.039%
8/14/2025Jane Street Group LLC17,163$424K0.0%-84.5%0.021%
8/14/2025Ausdal Financial Partners Inc.64,656$1.60M0.1%+1.7%0.078%
8/14/2025Raymond James Financial Inc.2,589,340$63.98M0.0%+18.7%3.135%
8/14/2025Darwin Wealth Management LLC14,823$366K0.1%N/A0.018%
8/14/2025Faithward Advisors LLC17,859$441K0.1%+3.3%0.022%
8/14/2025NewEdge Advisors LLC167,898$4.15M0.0%-19.5%0.203%
8/13/2025StoneX Group Inc.93,331$2.31M0.1%+3.6%0.113%
8/13/2025Cresset Asset Management LLC9,198$227K0.0%N/A0.011%
8/13/2025Gateway Wealth Partners LLC166,853$4.12M0.8%+2.7%0.202%
8/13/2025First Trust Advisors LP27,782$686K0.0%N/A0.034%
8/13/2025EverSource Wealth Advisors LLC33,125$819K0.0%+14.3%0.040%
8/13/2025VestGen Advisors LLC534,906$13.22M0.5%+9.7%0.648%
8/13/2025Level Four Advisory Services LLC14,186$351K0.0%+11.0%0.017%
8/12/2025J.W. Cole Advisors Inc.118,014$2.92M0.1%+34.0%0.143%
8/12/2025Resolute Wealth Strategies LLC49,043$1.21M0.6%+11.6%0.059%
8/12/2025Steward Partners Investment Advisory LLC105,675$2.61M0.0%+23.1%0.128%
8/12/2025Insigneo Advisory Services LLC26,716$660K0.1%+21.3%0.032%
8/12/2025CreativeOne Wealth LLC37,076$916K0.0%-24.1%0.045%
8/11/2025Semus Wealth Partners LLC119,335$2.95M1.9%+3.5%0.144%
8/11/2025Plotkin Financial Advisors LLC33,857$837K0.5%+13.8%0.041%
8/8/2025Rockefeller Capital Management L.P.147,119$3.64M0.0%+14.3%0.178%
8/8/2025Kingsview Wealth Management LLC189,271$4.68M0.1%+13.4%0.229%
8/8/2025Avantax Advisory Services Inc.179,318$4.43M0.0%-1.4%0.217%
8/8/2025Cetera Investment Advisers1,521,561$37.60M0.1%+11.7%1.842%
8/8/2025Cooper Capital Advisors LLC291,424$7.20M6.9%N/A0.353%
8/8/2025Foundations Investment Advisors LLC17,081$422K0.0%-72.7%0.021%
8/8/2025Prospect Financial Services LLC8,578$212K0.1%N/A0.010%
8/8/2025Ignite Planners LLC10,169$252K0.0%+11.0%0.012%
8/8/2025Good Life Advisors LLC296,484$7.33M0.5%+11.7%0.359%
8/8/2025Comprehensive Financial Planning Inc. PA43,270$1.07M0.8%+4.6%0.052%
8/7/2025Allworth Financial LP1,617$40K0.0%N/A0.002%
8/7/2025Pinnacle Wealth Management Advisory Group LLC318,232$7.86M0.7%+8.2%0.385%
8/6/2025Prospera Financial Services Inc683,304$16.89M0.3%+17.7%0.827%
8/6/2025AE Wealth Management LLC19,853$491K0.0%+33.0%0.024%
8/6/2025Legacy Wealth Managment LLC ID27,523$680K0.4%+33.4%0.033%
8/6/2025Walkner Condon Financial Advisors LLC9,750$241K0.0%-26.7%0.012%
8/6/2025Centerpoint Advisory Group26,685$659K0.6%N/A0.032%
8/6/2025Atlantic Union Bankshares Corp56,223$1.39M0.0%N/A0.068%
8/6/2025Stonebridge Financial Planning Group LLC68,696$1.70M0.7%+8.3%0.083%
8/6/2025TKG Advisors LLC19,579$484K0.2%+10.7%0.024%
8/5/2025Atlas Wealth LLC113,306$2.83M1.0%+0.7%0.137%
8/5/2025Milestone Asset Management LLC40,171$993K0.2%+47.5%0.049%
8/5/2025Sigma Planning Corp33,504$828K0.0%-50.7%0.041%
8/5/2025Atlas Private Wealth Advisors903,006$22.31M2.9%+69.7%1.093%
8/5/2025Lifeworks Advisors LLC55,852$1.38M0.2%-4.2%0.068%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,263$204K0.0%N/A0.010%
8/4/2025IFG Advisory LLC17,146$424K0.0%N/A0.021%
8/4/2025Pinnacle Associates Ltd.772,479$19.09M0.3%+5.6%0.935%
8/4/2025Atria Investments Inc13,997$346K0.0%-9.8%0.017%
8/4/2025Arkadios Wealth Advisors45,444$1.12M0.0%+16.4%0.055%
8/4/2025Daymark Wealth Partners LLC22,340$552K0.0%+149.7%0.027%
8/4/2025Northwest Financial Advisors8,516$210K0.3%N/A0.010%
8/4/2025Econ Financial Services Corp62,530$1.55M0.8%-6.0%0.076%
8/1/2025Delta Investment Management LLC79,777$1.97M0.4%+11.0%0.097%
8/1/2025Envestnet Asset Management Inc.613,236$15.15M0.0%-63.0%0.742%
8/1/2025Chilton Capital Management LLC27,862$688K0.0%+1.8%0.034%
7/31/2025Moloney Securities Asset Management LLC58,620$1.45M0.2%+3.7%0.071%
7/30/2025KPP Advisory Services LLC88,130$2.18M0.4%+2.1%0.107%
7/30/2025Insight Advisors LLC PA44,394$1.10M0.2%+2.7%0.054%
7/30/2025Prosperity Financial Group Inc.140,889$3.48M1.5%+8.3%0.171%
7/30/2025Rehmann Capital Advisory Group97,702$2.41M0.1%+11.1%0.118%
7/30/2025TFB Advisors LLC10,732$265K0.1%N/A0.013%
7/30/2025Brookstone Capital Management62,875$1.55M0.0%+44.4%0.076%
7/30/2025Retirement Planning Group LLC53,867$1.33M0.1%+22.0%0.065%
7/30/2025D.A. Davidson & CO.98,553$2.44M0.0%+7.7%0.119%
7/30/2025IMG Wealth Management Inc.2,253$56K0.0%+31.4%0.003%
7/30/2025Avidian Wealth Enterprises LLC32,757$809K0.0%-7.8%0.040%
7/29/2025Stephens Inc. AR98,235$2.43M0.0%+5.0%0.119%
7/29/2025Balboa Wealth Partners81,588$2.02M0.4%+59.2%0.099%
7/29/2025International Assets Investment Management LLC52,300$1.29M0.1%+20.6%0.063%
7/29/2025Stratos Wealth Partners LTD.163,639$4.04M0.1%+591.6%0.198%
7/29/2025Private Trust Co. NA24,036$594K0.1%-3.0%0.029%
7/29/2025Kraft Davis & Associates LLC8,361$209K0.1%N/A0.010%
7/28/2025Harbour Investments Inc.564,819$13.96M0.4%+10.3%0.684%
7/28/2025RFG Advisory LLC134,626$3.33M0.1%+46.4%0.163%
7/25/2025Atria Wealth Solutions Inc.82,162$2.03M0.0%+3.6%0.099%
(Data available from 1/1/2016 forward)

RDVI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RDVI shares?

During the previous two years, 252 institutional investors and hedge funds held shares of FT Vest Rising Dividend Achievers Target Income ETF. The most heavily invested institutionals were LPL Financial LLC ($163.41M), Raymond James Financial Inc. ($63.98M), Commonwealth Equity Services LLC ($40.33M), Royal Bank of Canada ($39.68M), Wells Fargo & Company MN ($38.70M), Cetera Investment Advisers ($37.60M), and Stifel Financial Corp ($35.38M).Learn more on FT Vest Rising Dividend Achievers Target Income ETF's institutional investors.

Which institutional investors have been buying FT Vest Rising Dividend Achievers Target Income ETF's stock?

Of the 241 institutional investors that purchased FT Vest Rising Dividend Achievers Target Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($4.21M), LPL Financial LLC ($2.99M), Cetera Investment Advisers ($1.14M), SRS Capital Advisors Inc. ($1.03M), Global Assets Advisory LLC ($958.23K), Atlas Private Wealth Advisors ($890.39K), and Wells Fargo & Company MN ($864.93K).

How much institutional buying is happening at FT Vest Rising Dividend Achievers Target Income ETF?

Institutional investors have bought a total of 22,916,069 shares in the last 24 months. This purchase volume represents approximately $554.96M in transactions.

Which of FT Vest Rising Dividend Achievers Target Income ETF's major shareholders have been selling company stock?

Of the 76 institutional investors that sold FT Vest Rising Dividend Achievers Target Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Truist Financial Corp ($1.19M), Envestnet Asset Management Inc. ($1.16M), Pinnacle Associates Ltd. ($306.12K), Jane Street Group LLC ($273.21K), Luken Investment Analytics LLC ($192.82K), Nations Financial Group Inc. IA ADV ($174.48K), and Midwest Financial Group LLC ($165.40K).

How much institutional selling is happening at FT Vest Rising Dividend Achievers Target Income ETF?

Institutional investors have sold a total of 4,790,966 shares in the last 24 months. This volume of shares sold represents approximately $117.27M in transactions.


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This page (BATS:RDVI) was last updated on 10/6/2025 by MarketBeat.com Staff
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