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

FT Vest Rising Dividend Achievers Target Income ETF logo
$24.95 +0.38 (+1.53%)
Closing price 07/8/2025 12:06 PM Eastern
Extended Trading
$24.91 -0.04 (-0.14%)
As of 04:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
197
Total
Institutional Inflows
(last 12 months)
$511.93M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$47.90M
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Skip Chart & View Institutional Buying and Selling Data

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
7/8/2025Next Level Private LLC25,106$620K0.2%-9.8%0.031%
7/8/2025Adamsbrown Wealth Consultants LLC541,004$13.37M3.9%+15.4%0.667%
7/3/2025 TrueWealth Advisors LLC37,736$932K0.3%+2.0%0.047%
7/1/2025 Park National Corp OH718,063$17.74M0.6%+2.6%0.885%
5/19/2025Jane Street Group LLC110,807$2.63M0.0%+215.9%0.142%
5/16/2025Prostatis Group LLC144,899$3.44M1.1%+3.9%0.186%
5/16/2025Faithward Advisors LLC17,283$410K0.1%+8.4%0.022%
5/16/2025Coppell Advisory Solutions LLC18,563$425K0.0%N/A0.024%
5/16/2025Ashton Thomas Private Wealth LLC48,854$1.16M0.0%+8.0%0.063%
5/16/2025Goldman Sachs Group Inc.99,240$2.35M0.0%N/A0.122%
5/16/2025Legacy Wealth Managment LLC ID20,631$489K0.3%+24.2%0.026%
5/16/2025Plotkin Financial Advisors LLC29,758$706K0.4%+151.1%0.038%
5/15/2025Royal Bank of Canada1,672,762$39.68M0.0%+41.1%2.146%
5/15/2025Calton & Associates Inc.23,634$561K0.1%+36.4%0.030%
5/14/2025Truvestments Capital LLC81,499$1.93M0.4%-12.5%0.105%
5/14/2025Delta Investment Management LLC71,888$1.71M0.3%-22.0%0.092%
5/14/2025CreativeOne Wealth LLC48,833$1.16M0.0%+1.3%0.063%
5/14/2025WCG Wealth Advisors LLC27,703$657K0.0%N/A0.036%
5/14/2025Synovus Financial Corp11,955$284K0.0%N/A0.015%
5/14/2025Kestra Advisory Services LLC469,604$11.14M0.1%-18.6%0.602%
5/14/2025Compound Planning Inc.44,969$1.07M0.0%-1.4%0.058%
5/14/2025Capital Analysts LLC88,019$2.09M0.1%+13.9%0.113%
5/13/2025Tyler Stone Wealth Management27,211$645K0.1%+7.0%0.035%
5/13/2025Raymond James Financial Inc.2,181,684$51.75M0.0%+34.7%2.799%
5/13/2025Nations Financial Group Inc. IA ADV25,590$607K0.0%-87.2%0.033%
5/13/2025EverSource Wealth Advisors LLC28,977$687K0.0%+14.8%0.037%
5/13/2025HighTower Advisors LLC280,235$6.65M0.0%+0.9%0.360%
5/13/2025Core Wealth Partners LLC14,436$342K0.2%N/A0.019%
5/12/2025Founders Financial Alliance LLC4,500$107K0.0%+800.0%0.006%
5/9/2025Comprehensive Financial Planning Inc. PA41,371$981K1.0%+1.6%0.053%
5/9/2025Atria Wealth Solutions Inc.79,305$1.88M0.0%+37.6%0.102%
5/9/2025Commonwealth Equity Services LLC1,700,031$40.33M0.1%+3.6%2.181%
5/8/2025Harbour Investments Inc.512,004$12.15M0.3%+10.4%0.657%
5/8/2025Atlas Wealth LLC112,560$2.67M1.0%-8.2%0.144%
5/8/2025Arkadios Wealth Advisors39,043$926K0.0%+26.7%0.050%
5/8/2025Marshall Investment Management LLC17,029$404K0.3%+11.0%0.022%
5/7/2025N.E.W. Advisory Services LLC12,610$299K0.0%N/A0.016%
5/7/2025SLT Holdings LLC44,700$1.06M1.1%-4.0%0.058%
5/7/2025Pinnacle Wealth Management Advisory Group LLC294,212$6.98M0.7%+22.5%0.384%
5/7/2025Foundations Investment Advisors LLC62,499$1.48M0.0%-6.6%0.082%
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5/7/2025LPL Financial LLC6,889,305$163.41M0.1%+15.3%9.000%
5/7/2025Second Half Financial Partners LLC620,431$14.72M7.3%-15.5%0.810%
5/7/2025Semus Wealth Partners LLC115,354$2.74M1.9%+16.4%0.151%
5/7/2025Resolute Wealth Strategies LLC43,939$1.04M0.6%+33.9%0.057%
5/7/2025Spectrum Wealth Counsel LLC1,061,445$25.18M3.0%+1.1%1.387%
5/7/2025First Heartland Consultants Inc.17,799$422K0.0%-2.7%0.023%
5/6/2025Cetera Investment Advisers1,362,285$32.31M0.1%+16.2%1.780%
5/6/2025Avantax Advisory Services Inc.181,790$4.31M0.0%-7.9%0.237%
5/6/2025Brookwood Investment Group LLC8,778$208K0.0%N/A0.011%
5/6/2025Lifeworks Advisors LLC58,302$1.38M0.2%N/A0.076%
5/6/2025Pinnacle Associates Ltd.731,707$17.36M0.3%+16.6%0.956%
5/6/2025AE Wealth Management LLC14,931$354K0.0%-12.1%0.020%
5/6/2025BlueChip Wealth Advisors LLC19,324$458K0.2%+36.1%0.025%
5/5/2025Hazlett Burt & Watson Inc.1,792$43K0.0%N/A0.002%
5/5/2025J.W. Cole Advisors Inc.88,043$2.09M0.1%+91.0%0.115%
5/5/2025IFP Advisors Inc79,804$1.89M0.1%+12.6%0.104%
5/5/2025Calton & Associates Inc.14,961$355K0.0%-13.6%0.020%
5/5/2025Kestra Private Wealth Services LLC57,874$1.37M0.0%+5.2%0.076%
5/5/2025ARQ Wealth Advisors LLC109,947$2.61M1.0%+76.2%0.144%
5/5/2025Formidable Asset Management LLC9,475$225K0.0%N/A0.012%
5/5/2025Private Advisor Group LLC156,390$3.71M0.0%+9.3%0.204%
5/2/2025Independent Wealth Network Inc.16,914$401K0.2%+26.8%0.022%
5/2/2025Kingsview Wealth Management LLC166,909$3.96M0.1%-3.5%0.218%
5/2/2025Boyce & Associates Wealth Consulting Inc.55,642$1.32M1.3%+19.8%0.073%
5/2/2025SBI Securities Co. Ltd.1,756$42K0.0%+360.9%0.002%
5/2/2025Apollon Wealth Management LLC15,244$362K0.0%+8.0%0.020%
5/2/2025Sigma Planning Corp67,909$1.61M0.1%-22.5%0.089%
5/1/2025CWM LLC62,127$1.47M0.0%+4.2%0.081%
5/1/2025Stephens Inc. AR93,595$2.22M0.0%+2.7%0.122%
5/1/2025Gateway Wealth Partners LLC162,429$3.85M0.9%N/A0.212%
5/1/2025SteelPeak Wealth LLC45,250$1.07M0.0%-4.6%0.059%
4/30/2025Moloney Securities Asset Management LLC56,554$1.34M0.2%+1.8%0.074%
4/30/2025Rehmann Capital Advisory Group87,935$2.09M0.1%-18.1%0.115%
4/30/2025Stratos Wealth Partners LTD.23,662$561K0.0%+180.2%0.031%
4/29/2025U.S. Capital Wealth Advisors LLC16,520$392K0.0%+18.0%0.022%
4/29/2025Envestnet Asset Management Inc.1,656,121$39.28M0.0%-0.8%2.163%
4/29/2025Chilton Capital Management LLC27,381$649K0.0%+153.9%0.036%
4/29/2025Concurrent Investment Advisors LLC191,755$4.55M0.1%+40.4%0.250%
4/29/2025Truist Financial Corp1,333,490$31.63M0.1%-3.3%1.742%
4/29/2025Capital Investment Advisory Services LLC137,672$3.27M0.3%+85.7%0.180%
4/29/2025Silver Oak Securities Incorporated263,693$6.20M0.6%+13.7%0.344%
4/29/2025Aurora Private Wealth Inc.30,851$732K0.2%+14.0%0.040%
4/28/2025TKG Advisors LLC17,685$419K0.2%-3.1%0.023%
4/28/2025D.A. Davidson & CO.91,479$2.17M0.0%+7.5%0.120%
4/28/2025Novem Group21,685$514K0.1%+2.2%0.028%
4/28/2025Private Trust Co. NA24,786$588K0.1%+23.7%0.032%
4/28/2025Clear Creek Financial Management LLC8,620$204K0.0%N/A0.011%
4/25/2025Smallwood Wealth Investment Management LLC2,000$47K0.0%N/A0.003%
4/25/2025G&S Capital LLC130,685$3.10M1.3%+7.5%0.171%
4/25/2025Argent Advisors Inc.398,017$9.44M3.2%+50.8%0.520%
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4/25/2025Ameritas Advisory Services LLC61,379$1.47M0.1%+13.3%0.080%
4/25/2025Avidian Wealth Enterprises LLC35,539$843K0.0%+3.5%0.046%
4/24/2025Sunbelt Securities Inc.17,366$412K0.0%+2.6%0.023%
4/23/2025KPP Advisory Services LLC86,344$2.05M0.4%+6.8%0.113%
4/23/2025Aurora Private Wealth Inc.30,851$732K0.0%+14.0%0.040%
4/23/2025Spire Wealth Management2,675$63K0.0%N/A0.003%
4/23/2025Global Assets Advisory LLC107,850$2.42M0.5%+195.9%0.141%
4/23/2025Econ Financial Services Corp66,551$1.58M0.8%N/A0.087%
4/23/2025International Assets Investment Management LLC43,349$1.03M0.0%-20.8%0.057%
4/23/2025Balboa Wealth Partners51,250$1.22M0.3%+5.2%0.067%
(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, 222 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. ($51.75M), Commonwealth Equity Services LLC ($40.33M), Royal Bank of Canada ($39.68M), Envestnet Asset Management Inc. ($39.28M), Wells Fargo & Company MN ($38.70M), 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 209 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. ($3.80M), LPL Financial LLC ($2.99M), SRS Capital Advisors Inc. ($1.03M), Cetera Investment Advisers ($977.40K), Global Assets Advisory LLC ($958.23K), Wells Fargo & Company MN ($864.93K), and Luken Investment Analytics LLC ($661.99K).

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

Institutional investors have bought a total of 21,302,487 shares in the last 24 months. This purchase volume represents approximately $511.93M in transactions.

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

Of the 65 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: Pinnacle Associates Ltd. ($306.12K), Jane Street Group LLC ($179.56K), Nations Financial Group Inc. IA ADV ($174.48K), Second Half Financial Partners LLC ($127.61K), Prospera Financial Services Inc ($125.00K), Ergawealth Advisors Inc. ($124.58K), and Envestnet Asset Management Inc. ($120.01K).

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

Institutional investors have sold a total of 1,989,213 shares in the last 24 months. This volume of shares sold represents approximately $47.90M in transactions.


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This page (BATS:RDVI) was last updated on 7/9/2025 by MarketBeat.com Staff
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