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

FT Vest Rising Dividend Achievers Target Income ETF logo
$28.40 +0.29 (+1.03%)
Closing price 04:10 PM Eastern
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$28.40 0.00 (-0.02%)
As of 04:52 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)
219
Total
Institutional Inflows
(last 12 months)
$317.88M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$56.93M
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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
11/11/2026 Private Advisor Group LLC450,597$12.56M0.0%+23.0%0.328%
11/11/2026 Atlas Wealth LLC143,916$4.01M0.6%-2.8%0.105%
11/10/2026 OneAscent Financial Services LLC16,121$449K0.0%N/A0.012%
11/10/2026 HighTower Advisors LLC562,564$15.68M0.0%+28.6%0.410%
11/9/2026 Silver Oak Securities Incorporated129,366$3.56M0.3%-74.8%0.094%
11/9/2026 Harbour Investments Inc.828,195$23.09M0.3%-15.0%0.603%
11/7/2026 MSH Capital Advisors LLC23,558$657K0.1%+52.1%0.029%
11/7/2026 Luken Investment Analytics LLC298,616$8.33M2.8%+1.8%0.362%
11/6/2026 Stonebridge Financial Planning Group LLC177,857$4.96M1.6%-2.0%0.215%
11/6/2026 Moors & Cabot Inc.44,261$1.23M0.0%+31.4%0.054%
11/6/2026 Money Concepts Capital Corp78,892$2.20M0.1%+102.9%0.096%
11/6/2026 Fifth Third Bancorp9,868$275K0.0%+13.7%0.012%
11/6/2026 Endeavor Private Wealth Inc.38,546$1.08M0.3%+64.0%0.047%
11/5/2026 Jacobi Capital Management LLC5,025$140K0.0%N/A0.006%
11/5/2026 Cornerstone Wealth Management LLC30,674$855K0.0%+79.5%0.037%
11/3/2026 StoneX Group Inc.178,215$4.97M0.2%+3.7%0.216%
11/3/2026 Formidable Asset Management LLC36,135$1.06M0.2%+18.0%0.044%
11/3/2026 Parallel Advisors LLC1,866$52K0.0%-44.0%0.002%
11/3/2026 Ashton Thomas Private Wealth LLC40,848$1.14M0.0%-4.5%0.049%
11/3/2026 International Assets Investment Management LLC73,095$2.06M0.0%+11.3%0.088%
11/2/2026 Kestra Advisory Services LLC1,625,541$45.32M0.1%+18.0%1.968%
11/2/2026 QTR Family Wealth LLC17,556$489K0.2%-49.4%0.021%
11/2/2026 Commonwealth Equity Services LLC2,121,503$59.15M0.1%+2.0%2.568%
10/31/2026 Kestra Private Wealth Services LLC86,832$2.42M0.0%+24.1%0.105%
10/30/2026 Integrity Alliance LLC.104,679$2.92M0.1%+163.8%0.127%
10/30/2026 Cooper Capital Advisors LLC508,538$14.18M5.8%+4.5%0.616%
10/29/2026 ARQ Wealth Advisors LLC312,491$8.71M1.0%+5.9%0.378%
10/29/2026 Global Assets Advisory LLC29,835$843K0.2%-5.3%0.036%
10/29/2026 MGO One Seven LLC169,569$4.73M0.1%+11.8%0.205%
10/28/2026 International Assets Investment Management LLC44,259$1.23M0.0%-32.6%0.054%
10/28/2026 D.A. Davidson & CO.153,283$4.27M0.0%-6.5%0.186%
10/28/2026 VestGen Advisors LLC565,072$15.75M0.5%+3.6%0.684%
10/27/2026 SYM FINANCIAL Corp7,000$195K0.0%N/A0.008%
10/27/2026 Total Clarity Wealth Management Inc.9,355$261K0.1%+33.6%0.011%
10/26/2026 Oppenheimer & Co. Inc.136,948$3.82M0.0%+41.0%0.166%
10/26/2026 National Wealth Management Group LLC26,248$732K0.2%+27.7%0.032%
10/24/2026 Apollon Wealth Management LLC169,171$4.72M0.1%+3.9%0.205%
10/24/2026 Kingswood Wealth Advisors LLC25,790$719K0.0%+19.7%0.031%
10/24/2026 Sigma Planning Corp56,160$1.57M0.0%-4.1%0.068%
10/24/2026 Centerpoint Advisory Group164,525$4.59M2.8%+31.1%0.199%
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10/24/2026 Trueblood Wealth Management LLC173,205$4.83M1.7%-1.0%0.210%
10/23/2026 Atlas Private Wealth Advisors267,293$7.45M1.6%-6.1%0.324%
10/23/2026 Vima LLC93,120$2.60M2.6%+4.0%0.113%
10/23/2026 Beaumont Financial Advisors LLC492,160$13.72M0.9%-2.9%0.596%
10/22/2026 Insight Advisors LLC PA44,830$1.25M0.2%+4.7%0.054%
10/22/2026 Brookstone Capital Management97,456$2.72M0.0%+4.6%0.118%
10/22/2026 SBI Securities Co. Ltd.1,528$43K0.0%+181.4%0.002%
10/21/2026 Catalyst Investment Management LLC85,831$2.39M2.1%N/A0.104%
10/21/2026 Axxcess Wealth Management LLC10,076$281K0.0%-73.4%0.012%
10/21/2026 Pinnacle Associates Ltd.856,465$23.88M0.3%+0.4%1.037%
10/21/2026 Integrated Advisors Network LLC29,239$815K0.0%+3.7%0.035%
10/20/2026 Retirement Planning Group LLC156,711$4.37M0.1%+10.0%0.190%
10/19/2026 Independent Wealth Network Inc.17,533$489K0.1%+5.9%0.021%
10/17/2026 IFP Advisors Inc249,561$6.96M0.1%+4.2%0.302%
10/17/2026 1834 Investment Advisors Co.15,952$445K0.0%N/A0.019%
10/16/2026 James T. Borello RIA215,807$6.02M1.2%+37.5%0.261%
10/16/2026 Cyndeo Wealth Partners LLC18,824$525K0.0%+13.7%0.023%
10/16/2026 Milestone Asset Management LLC65,993$1.84M0.3%+17.7%0.080%
10/15/2026 Summit Financial Wealth Advisors LLC620,073$17.29M2.1%+52.4%0.751%
10/15/2026 HBW Advisory Services LLC16,961$473K0.0%-2.4%0.021%
10/15/2026 Winnacle Wealth LLC56,634$1.58M1.0%+37.6%0.069%
10/14/2026 Triumph Capital Management75,332$2.10M0.4%+2.9%0.091%
10/14/2026 Boyce & Associates Wealth Consulting Inc.148,661$4.15M2.5%+100.6%0.180%
10/14/2026 B. Riley Wealth Advisors Inc.19,608$547K0.0%+14.5%0.024%
10/13/2026 Accel Wealth Management155,662$4.34M0.9%+10.4%0.188%
10/9/2026 Sound Income Strategies LLC20,661$584K0.0%-4.2%0.025%
10/8/2026 Farther Finance Advisors LLC397,180$11.07M0.1%+10.3%0.481%
10/8/2026 CoreCap Advisors LLC64,077$1.79M0.1%+11.6%0.078%
10/8/2026 Titleist Asset Management LLC10,520$293K0.0%+14.4%0.013%
10/8/2026 Buska Wealth Management LLC191,803$5.35M1.8%+78.6%0.232%
10/8/2026 Winebrenner Capital Management LLC7,304$204K0.1%-7.2%0.009%
10/7/2026 Rhodes Investment Advisors Inc. ADV8,425$235K0.2%-59.6%0.010%
10/5/2026 Park National Corp OH703,618$19.62M0.5%-1.1%0.852%
9/23/2026Envestnet Portfolio Solutions Inc.32,514$956K0.0%+31.1%0.039%
9/23/2026Envestnet Asset Management Inc.851,604$25.04M0.0%-0.3%1.031%
9/11/2026 Bullseye Investment Management LLC609,066$17.91M8.9%N/A0.737%
9/11/2026 Smith Chas P & Associates PA Cpas7,500$220K0.0%N/A0.009%
9/9/2026Capital Analysts LLC97,070$2.85M0.1%+7.3%0.118%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC349,706$10.28M0.6%+1.0%0.423%
9/9/2026Integrated Wealth Concepts LLC616,804$18.13M0.1%+6.4%0.747%
9/9/2026 RFG Advisory LLC257,160$7.56M0.1%+13.9%0.311%
9/9/2026NewEdge Advisors LLC279,969$8.23M0.0%+25.7%0.339%
9/9/2026 IFP Advisors Inc239,480$7.04M0.1%+29.2%0.290%
9/9/2026Baird Financial Group Inc.1,253,958$36.87M0.1%+6.5%1.518%
9/8/2026 Allworth Financial LP4,243$125K0.0%+32.9%0.005%
9/8/2026Waverly Advisors LLC18,267$537K0.0%+9.2%0.022%
9/2/2026Citadel Advisors LLC46,964$1.38M0.0%-6.1%0.057%
8/26/2026 HighTower Advisors LLC437,345$12.86M0.0%+28.8%0.529%
8/23/2026Ameritas Advisory Services LLC96,808$2.85M0.1%+308.5%0.117%
8/23/2026 Endeavor Private Wealth Inc.23,508$691K0.2%-3.9%0.028%
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8/23/2026 Asset Allocation Strategies LLC41,864$1.23M0.2%+24.4%0.051%
8/22/2026Legacy Wealth Managment LLC ID65,052$1.91M0.8%+4.9%0.079%
8/22/2026 NWF Advisory Services Inc.7,200$212K0.0%N/A0.009%
8/22/2026 Concurrent Investment Advisors LLC362,301$10.65M0.1%+4.9%0.439%
8/21/2026 Kraft Davis & Associates LLC7,244$207K0.0%-7.3%0.009%
8/21/2026Continuum Advisory LLC14,795$435K0.0%N/A0.018%
8/21/2026Coppell Advisory Solutions LLC169,223$50K0.0%N/A0.205%
8/21/2026 Luken Investment Analytics LLC293,324$8.62M3.0%-18.7%0.355%
8/21/2026 Acorn Wealth Advisors LLC31,816$935K0.2%+160.6%0.039%
8/21/2026 Triumph Capital Management73,215$2.15M0.4%+3.7%0.089%


RDVI Institutional Ownership - Frequently Asked Questions

During the previous two years, 315 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 Commonwealth Equity Services LLC ($59.15M).Learn more on FT Vest Rising Dividend Achievers Target Income ETF's institutional investors.

Of the 300 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 ($2.33M), Wells Fargo & Company MN ($1.16M), Royal Bank of Canada ($1.03M), SRS Capital Advisors Inc. ($1.03M), Atlas Private Wealth Advisors ($876.66K), and Cetera Investment Advisers ($826.81K).

Institutional investors have bought a total of 11,911,051 shares in the last 24 months. This purchase volume represents approximately $317.88M in transactions.

Of the 85 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: Silver Oak Securities Incorporated ($384.94K), Prospera Financial Services Inc ($194.01K), Focus Partners Wealth ($160.45K), Integrated Wealth Concepts LLC ($157.44K), Harbour Investments Inc. ($145.96K), Susquehanna International Group LLP ($103.97K), and Ergawealth Advisors Inc. ($102.46K).

Institutional investors have sold a total of 2,125,337 shares in the last 24 months. This volume of shares sold represents approximately $56.93M in transactions.


Related Companies

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 11/11/2026. New 13F filings are added each quarter as they're published.
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