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

FT Vest Rising Dividend Achievers Target Income ETF logo
$29.03 +0.21 (+0.73%)
As of 07/27/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI)

Number of
Institutional Buyers
(last 12 months)
232
Total
Institutional Inflows
(last 12 months)
$356.45M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$85.57M
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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
7/10/2026 Accel Wealth Management141,030$4.15M0.9%+49.0%0.171%
7/10/2026 G&S Capital LLC160,757$4.73M1.4%+1.6%0.195%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,882$408K0.0%+36.9%0.017%
7/9/2026 Kraft Davis & Associates LLC7,244$207K0.0%-7.3%0.009%
7/9/2026 Next Level Private LLC49,650$1.46M0.3%+4.1%0.060%
7/9/2026 StoneCrest Wealth Management Inc.180,277$5.30M1.7%+0.6%0.218%
7/9/2026 Adamsbrown Wealth Consultants LLC686,102$20.17M3.8%+2.1%0.831%
7/8/2026 First Heartland Consultants Inc.15,974$470K0.0%-2.9%0.019%
7/8/2026 TrueWealth Advisors LLC60,800$1.79M0.4%+18.1%0.074%
7/7/2026 Quad Cities Investment Group LLC66,688$1.96M0.7%+3.8%0.081%
7/7/2026 Avior Wealth Management LLC30,439$895K0.0%+3.5%0.037%
7/7/2026 CoreCap Advisors LLC57,421$1.69M0.0%+2.2%0.070%
6/18/2026Western Wealth Management LLC71,580$1.83M0.1%+21.4%0.087%
6/8/2026 Pine Valley Investments Ltd Liability Co17,384$444K0.0%+10.3%0.021%
6/4/2026 Fischer Investment Strategies LLC73,205$1.87M1.1%N/A0.089%
6/3/2026Parallel Advisors LLC3,299$84K0.0%+117.5%0.004%
6/3/2026NewEdge Advisors LLC222,736$5.69M0.0%+17.0%0.270%
5/28/2026Cozad Asset Management Inc.17,965$459K0.0%+2.1%0.022%
5/26/2026 Summit Financial Wealth Advisors LLC395,850$10.11M1.4%+6.9%0.479%
5/21/2026Raab & Moskowitz Asset Management LLC41,025$1.05M0.2%+10.7%0.050%
5/19/2026Western Wealth Management LLC71,580$1.83M0.1%+21.4%0.087%
5/19/2026 Winnow Wealth LLC34,450$880K0.7%-2.6%0.042%
5/19/2026NewEdge Advisors LLC136,805$3.50M0.1%-28.1%0.166%
5/19/2026Arkadios Wealth Advisors120,920$3.09M0.1%+12.2%0.146%
5/18/2026Sunbelt Securities Inc.46,817$1.20M0.1%+31.7%0.057%
5/18/2026 EverSource Wealth Advisors LLC44,025$1.13M0.0%+12.6%0.053%
5/18/2026Royal Bank of Canada2,478,696$63.33M0.0%+13.6%3.001%
5/16/2026IMG Wealth Management Inc.2,312$59K0.0%+21.2%0.003%
5/15/2026Gateway Wealth Partners LLC322,638$8.24M0.3%+108.4%0.391%
5/14/2026Compound Planning Inc.42,615$1.09M0.0%-4.9%0.052%
5/13/2026Cetera Investment Advisers2,448,107$62.55M0.1%+15.4%2.964%
5/13/2026Signature Equity Partners LLC23,762$607K0.3%+27.6%0.029%
5/13/2026First Trust Advisors LP50,146$1.28M0.0%-1.2%0.061%
5/12/2026Insight Advisors LLC PA42,579$1.09M0.2%+1.0%0.052%
5/7/2026Legacy Wealth Managment LLC ID62,022$1.59M0.8%+76.1%0.075%
5/7/2026Parallel Advisors LLC3,299$84K0.0%+117.5%0.004%
5/7/2026Resolute Wealth Strategies LLC71,123$1.82M0.8%+38.0%0.086%
5/6/2026MTM Investment Management LLC63,077$1.61M0.5%+9.8%0.076%
5/6/2026Forty three Eighteen Advisors LLC9,918$253K0.2%-9.2%0.012%
5/6/2026 Independent Financial Group LLC167,085$4.27M0.1%N/A0.202%
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5/5/2026 D.A. Davidson & CO.155,502$3.97M0.0%+46.1%0.188%
5/5/2026Beaumont Financial Advisors LLC505,227$12.91M0.9%+1.9%0.612%
5/5/2026Sanctuary Advisors LLC123,964$3.17M0.0%+5.2%0.150%
5/5/2026Sigma Planning Corp48,248$1.23M0.0%+221.7%0.058%
5/4/2026Retirement Planning Group LLC127,199$3.25M0.1%+5.4%0.154%
5/4/2026Archer Investment Corp1,191$30K0.0%+47.8%0.001%
5/4/2026 HBW Advisory Services LLC32,250$824K0.1%+25.2%0.039%
5/2/2026 International Assets Investment Management LLC62,888$1.62M0.0%+8.8%0.076%
5/2/2026 ARQ Wealth Advisors LLC197,467$5.05M0.9%+6.4%0.239%
5/1/2026Fifth Third Bancorp22,752$581K0.0%N/A0.028%
5/1/2026Sovran Advisors LLC13,039$359K0.0%+75.0%0.016%
5/1/2026 Darwin Wealth Management LLC20,436$522K0.2%+5.5%0.025%
4/30/2026Whipplewood Advisors LLC148,254$3.79M2.0%+1.0%0.179%
4/30/2026Meadow Creek Wealth Advisors LLC173,565$4.44M2.9%+2.9%0.210%
4/30/2026 Beacon Financial Group89,849$2.30M0.2%+29.2%0.109%
4/30/2026Kestra Advisory Services LLC1,259,725$32.19M0.1%+24.7%1.525%
4/30/2026Money Concepts Capital Corp13,025$333K0.0%N/A0.016%
4/29/2026Axxcess Wealth Management LLC24,735$632K0.0%+81.7%0.030%
4/29/2026Centerpoint Advisory Group94,263$2.41M1.8%+94.0%0.114%
4/29/2026Integrated Advisors Network LLC27,347$699K0.0%-24.4%0.033%
4/28/2026Stephens Inc. AR50,082$1.28M0.0%-52.4%0.061%
4/27/2026World Investment Advisors90,166$2.30M0.0%+10.4%0.109%
4/27/2026Private Advisor Group LLC257,486$6.58M0.0%+7.3%0.312%
4/25/2026 KPP Advisory Services LLC104,223$2.66M0.4%+4.8%0.126%
4/24/2026Semus Wealth Partners LLC147,317$3.76M2.1%+2.0%0.178%
4/24/2026Argent Advisors Inc.445,151$11.37M3.1%+2.2%0.539%
4/24/2026Tcfg Wealth Management LLC23,209$593K0.2%+10.9%0.028%
4/24/2026 Wagner Wealth Management LLC3,717$95K0.0%-16.5%0.005%
4/23/2026 Next Level Private LLC47,674$1.22M0.3%+4.7%0.058%
4/23/2026Asset Allocation Strategies LLC33,640$859K0.2%+27.2%0.041%
4/23/2026 Apollon Wealth Management LLC161,468$4.13M0.1%+336.5%0.195%
4/22/2026 Patriot Financial Group Insurance Agency LLC327,228$8.36M0.5%+110.1%0.396%
4/22/2026Janney Montgomery Scott LLC666,175$17.02M0.0%+6.0%0.807%
4/21/2026Maridea Wealth Management LLC81,664$2.09M0.3%-1.1%0.099%
4/21/2026Pinnacle Wealth Management Advisory Group LLC346,412$8.85M0.6%+1.2%0.419%
4/21/2026 Echo Wealth Management LLC307,166$7.85M4.5%-8.4%0.372%
4/21/2026Sequent Planning LLC102,446$2.62M0.6%+5.7%0.124%
4/21/2026 Clarus Group Inc.431,883$11.04M4.0%-0.4%0.523%
4/21/2026Topsail Wealth Management LLC5,094$130K0.0%+103.8%0.006%
4/21/2026 Independent Wealth Network Inc.16,624$425K0.1%+3.9%0.020%
4/21/2026Silver Oak Securities Incorporated485,388$12.40M0.9%+12.6%0.588%
4/20/2026Kestra Private Wealth Services LLC79,784$2.04M0.0%+80.8%0.097%
4/20/2026 RFG Advisory LLC225,802$5.77M0.1%+19.6%0.273%
4/18/2026Faithward Advisors LLC10,130$259K0.0%+7.5%0.012%
4/17/2026 Brookstone Capital Management87,090$2.23M0.0%+11.4%0.105%
4/16/2026Balboa Wealth Partners86,538$2.21M0.4%-1.7%0.105%
4/16/2026 Aurora Private Wealth Inc.179,819$4.72M3.4%-3.4%0.218%
4/16/2026 Park National Corp OH680,532$17.39M0.5%+1.0%0.824%
4/15/2026 Nations Financial Group Inc. IA ADV45,159$1.15M0.1%+1.8%0.055%
3/17/2026Forty three Eighteen Advisors LLC10,918$286K0.2%N/A0.013%
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3/17/2026Rockefeller Capital Management L.P.224,729$5.90M0.0%+11.5%0.272%
3/13/2026World Investment Advisors81,652$2.14M0.0%+749.4%0.099%
3/4/2026Rehmann Capital Advisory Group100,520$2.64M0.1%+4.8%0.122%
3/4/2026SHP Wealth Management12,285$322K0.0%N/A0.015%
2/20/2026Sunbelt Securities Inc.35,537$932K0.1%+8.6%0.043%
2/19/2026Compound Planning Inc.44,804$1.18M0.0%+6.2%0.054%
2/19/2026Axxcess Wealth Management LLC13,613$357K0.0%N/A0.016%
2/19/2026Plotkin Financial Advisors LLC41,738$1.10M0.5%+20.0%0.051%
2/18/2026Mercer Global Advisors Inc. ADV15,267$401K0.0%N/A0.018%
2/18/2026Vident Advisory LLC7,699$202K0.0%N/A0.009%


RDVI Institutional Ownership - Frequently Asked Questions

During the previous two years, 305 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 ($263.34M), Raymond James Financial Inc. ($77.64M), Wells Fargo & Company MN ($76.86M), Royal Bank of Canada ($63.33M), Cetera Investment Advisers ($62.55M), Stifel Financial Corp ($59.31M), and Osaic Holdings Inc. ($54.96M).Learn more on FT Vest Rising Dividend Achievers Target Income ETF's institutional investors.

Of the 291 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. ($4.62M), LPL Financial LLC ($3.75M), Wells Fargo & Company MN ($1.16M), Royal Bank of Canada ($1.03M), SRS Capital Advisors Inc. ($1.03M), Cetera Investment Advisers ($935.80K), and Atlas Private Wealth Advisors ($877.22K).

Institutional investors have bought a total of 13,823,250 shares in the last 24 months. This purchase volume represents approximately $356.45M in transactions.

Of the 89 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: Envestnet Asset Management Inc. ($1.04M), Atlas Private Wealth Advisors ($440.03K), Prospera Financial Services Inc ($194.01K), Ergawealth Advisors Inc. ($171.02K), Focus Partners Wealth ($160.45K), Integrated Wealth Concepts LLC ($157.44K), and Susquehanna International Group LLP ($103.97K).

Institutional investors have sold a total of 3,356,855 shares in the last 24 months. This volume of shares sold represents approximately $85.57M in transactions.


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This page (BATS:RDVI) was last updated on 7/28/2026 by MarketBeat.com Staff.
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