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

FT Vest Rising Dividend Achievers Target Income ETF logo
$29.87 -0.15 (-0.50%)
As of 08/17/2026 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)
218
Total
Institutional Inflows
(last 12 months)
$303.13M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$53.53M
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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
8/12/2026 Northwestern Mutual Wealth Management Co.9,323$274K0.0%+493.4%0.011%
8/10/2026 Comprehensive Financial Planning Inc. PA48,008$1.41M0.8%-1.9%0.058%
7/28/2026 Creative Financial Designs Inc. ADV209,963$6.17M0.3%+3.4%0.254%
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%
6/18/2026 Western 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%
6/3/2026 Parallel Advisors LLC3,299$84K0.0%+117.5%0.004%
6/3/2026 NewEdge Advisors LLC222,736$5.69M0.0%+17.0%0.270%
5/28/2026 Cozad 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%
5/21/2026 Raab & Moskowitz Asset Management LLC41,025$1.05M0.2%+10.7%0.050%
5/19/2026 Western Wealth Management LLC71,580$1.83M0.1%+21.4%0.087%
5/19/2026 Winnow Wealth LLC34,450$880K0.7%-2.6%0.042%
5/19/2026 NewEdge Advisors LLC136,805$3.50M0.1%-28.1%0.166%
5/19/2026 Arkadios 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%
5/18/2026 Royal Bank of Canada2,478,696$63.33M0.0%+13.6%3.001%
5/16/2026 IMG Wealth Management Inc.2,312$59K0.0%+21.2%0.003%
5/15/2026 Gateway Wealth Partners LLC322,638$8.24M0.3%+108.4%0.391%
5/14/2026 Compound Planning Inc.42,615$1.09M0.0%-4.9%0.052%
5/13/2026 Cetera Investment Advisers2,448,107$62.55M0.1%+15.4%2.964%
5/13/2026 Signature Equity Partners LLC23,762$607K0.3%+27.6%0.029%
5/13/2026 First Trust Advisors LP50,146$1.28M0.0%-1.2%0.061%
5/12/2026 Insight Advisors LLC PA42,579$1.09M0.2%+1.0%0.052%
5/7/2026 Legacy Wealth Managment LLC ID62,022$1.59M0.8%+76.1%0.075%
5/7/2026 Parallel Advisors LLC3,299$84K0.0%+117.5%0.004%
5/7/2026 Resolute Wealth Strategies LLC71,123$1.82M0.8%+38.0%0.086%
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5/6/2026 MTM Investment Management LLC63,077$1.61M0.5%+9.8%0.076%
5/6/2026 Forty 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%
5/5/2026 D.A. Davidson & CO.155,502$3.97M0.0%+46.1%0.188%
5/5/2026 Beaumont Financial Advisors LLC505,227$12.91M0.9%+1.9%0.612%
5/5/2026 Sanctuary Advisors LLC123,964$3.17M0.0%+5.2%0.150%
5/5/2026 Sigma Planning Corp48,248$1.23M0.0%+221.7%0.058%
5/4/2026 Retirement Planning Group LLC127,199$3.25M0.1%+5.4%0.154%
5/4/2026 Archer 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%
5/1/2026 Fifth Third Bancorp22,752$581K0.0%N/A0.028%
5/1/2026 Sovran Advisors LLC13,039$359K0.0%+75.0%0.016%
5/1/2026 Darwin Wealth Management LLC20,436$522K0.2%+5.5%0.025%
4/30/2026 Whipplewood Advisors LLC148,254$3.79M2.0%+1.0%0.179%
4/30/2026 Meadow 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%
4/30/2026 Kestra Advisory Services LLC1,259,725$32.19M0.1%+24.7%1.525%
4/30/2026 Money Concepts Capital Corp13,025$333K0.0%N/A0.016%
4/29/2026 Axxcess Wealth Management LLC24,735$632K0.0%+81.7%0.030%
4/29/2026 Centerpoint Advisory Group94,263$2.41M1.8%+94.0%0.114%
4/29/2026 Integrated Advisors Network LLC27,347$699K0.0%-24.4%0.033%
4/28/2026 Stephens Inc. AR50,082$1.28M0.0%-52.4%0.061%
4/27/2026 World Investment Advisors90,166$2.30M0.0%+10.4%0.109%
4/27/2026 Private 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%
4/24/2026 Semus Wealth Partners LLC147,317$3.76M2.1%+2.0%0.178%
4/24/2026 Argent 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%
4/22/2026 Janney Montgomery Scott LLC666,175$17.02M0.0%+6.0%0.807%
4/21/2026 Maridea Wealth Management LLC81,664$2.09M0.3%-1.1%0.099%
4/21/2026 Pinnacle 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%
4/21/2026 Sequent 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%
4/21/2026 Topsail 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%
4/21/2026 Silver Oak Securities Incorporated485,388$12.40M0.9%+12.6%0.588%
4/20/2026 Kestra 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%
4/18/2026 Faithward Advisors LLC10,130$259K0.0%+7.5%0.012%
4/17/2026 Brookstone Capital Management87,090$2.23M0.0%+11.4%0.105%
4/16/2026 Balboa 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%
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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%
3/17/2026 Forty three Eighteen Advisors LLC10,918$286K0.2%N/A0.013%
3/17/2026 Rockefeller Capital Management L.P.224,729$5.90M0.0%+11.5%0.272%
3/13/2026 World Investment Advisors81,652$2.14M0.0%+749.4%0.099%
3/4/2026Rehmann Capital Advisory Group100,520$2.64M0.1%+4.8%0.122%
3/4/2026 SHP Wealth Management12,285$322K0.0%N/A0.015%
2/20/2026Sunbelt Securities Inc.35,537$932K0.1%+8.6%0.043%
2/19/2026 Compound Planning Inc.44,804$1.18M0.0%+6.2%0.054%
2/19/2026 Axxcess Wealth Management LLC13,613$357K0.0%N/A0.016%


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 290 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 ($3.12M), 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 11,658,911 shares in the last 24 months. This purchase volume represents approximately $303.13M in transactions.

Of the 77 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: 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), Susquehanna International Group LLP ($103.97K), and Midwest Financial Group LLC ($100.31K).

Institutional investors have sold a total of 2,057,734 shares in the last 24 months. This volume of shares sold represents approximately $53.53M in transactions.


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Institutional ownership data for BATS:RDVI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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