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

FT Vest Rising Dividend Achievers Target Income ETF logo
$28.91 -0.26 (-0.89%)
As of 04:10 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)
238
Total
Institutional Inflows
(last 12 months)
$399.09M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$126.61M
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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
7/7/2026Avior 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%
6/8/2026Pine Valley Investments Ltd Liability Co17,384$444K0.0%+10.3%0.021%
6/4/2026Fischer 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%
5/26/2026Summit 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%
5/19/2026Winnow 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%
5/18/2026EverSource 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%
5/6/2026Independent Financial Group LLC167,085$4.27M0.1%N/A0.202%
5/5/2026D.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%
5/4/2026HBW Advisory Services LLC32,250$824K0.1%+25.2%0.039%
5/2/2026International Assets Investment Management LLC62,888$1.62M0.0%+8.8%0.076%
5/2/2026ARQ Wealth Advisors LLC197,467$5.05M0.9%+6.4%0.239%
5/1/2026Fifth Third Bancorp22,752$581K0.0%N/A0.028%
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5/1/2026Sovran Advisors LLC13,039$359K0.0%+75.0%0.016%
5/1/2026Darwin 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%
4/30/2026Beacon 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%
4/25/2026KPP 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%
4/24/2026Wagner Wealth Management LLC3,717$95K0.0%-16.5%0.005%
4/23/2026Next Level Private LLC47,674$1.22M0.3%+4.7%0.058%
4/23/2026Asset Allocation Strategies LLC33,640$859K0.2%+27.2%0.041%
4/23/2026Apollon Wealth Management LLC161,468$4.13M0.1%+336.5%0.195%
4/22/2026Patriot 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%
4/21/2026Echo Wealth Management LLC307,166$7.85M4.5%-8.4%0.372%
4/21/2026Sequent Planning LLC102,446$2.62M0.6%+5.7%0.124%
4/21/2026Clarus Group Inc.431,883$11.04M4.0%-0.4%0.523%
4/21/2026Topsail Wealth Management LLC5,094$130K0.0%+103.8%0.006%
4/21/2026Independent 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%
4/20/2026RFG Advisory LLC225,802$5.77M0.1%+19.6%0.273%
4/18/2026Faithward Advisors LLC10,130$259K0.0%+7.5%0.012%
4/17/2026Brookstone Capital Management87,090$2.23M0.0%+11.4%0.105%
4/16/2026Balboa Wealth Partners86,538$2.21M0.4%-1.7%0.105%
4/16/2026Aurora Private Wealth Inc.179,819$4.72M3.4%-3.4%0.218%
4/16/2026Park National Corp OH680,532$17.39M0.5%+1.0%0.824%
4/15/2026Nations 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%
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%
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2/18/2026EP Wealth Advisors LLC9,450$248K0.0%N/A0.011%
2/18/2026CacheTech Inc.33,538$880K0.2%N/A0.041%
2/18/2026NewEdge Advisors LLC190,337$4.99M0.0%+2.3%0.230%
2/18/2026VestGen Advisors LLC496,645$13.03M0.6%-11.6%0.601%
2/18/2026Prostatis Group LLC142,819$3.75M0.9%-4.1%0.173%
2/18/2026Main Street Financial Solutions LLC21,432$562K0.0%+1.8%0.026%
2/18/2026Core Wealth Partners LLC38,668$1.02M0.5%+19.8%0.047%
2/17/2026Integrated Advisors Network LLC36,178$949K0.0%-3.0%0.044%
2/17/2026Cetera Investment Advisers2,121,729$55.67M0.1%+1.1%2.569%
2/17/2026Equitable Holdings Inc.64,108$1.68M0.0%+10.0%0.078%


RDVI Institutional Ownership - Frequently Asked Questions

During the previous two years, 307 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 297 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 ($890.39K).

Institutional investors have bought a total of 15,566,900 shares in the last 24 months. This purchase volume represents approximately $399.06M in transactions.

Of the 93 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 ($1.22M), Envestnet Asset Management Inc. ($1.04M), Atlas Private Wealth Advisors ($440.03K), Ergawealth Advisors Inc. ($235.01K), Midwest Financial Group LLC ($223.23K), Prospera Financial Services Inc ($194.01K), and Luken Investment Analytics LLC ($192.29K).

Institutional investors have sold a total of 5,020,851 shares in the last 24 months. This volume of shares sold represents approximately $126.61M in transactions.


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