RDVI Institutional Ownership
FT Vest Rising Dividend Achievers Target Income ETF
1W: -0.1%
1M: -2.8%
3M: -3.5%
YTD: +7.8%
1Y: +12.2%
3Y: +64.2%
$28.16
+0.01 (+0.04%)
Weekly Expected Move ±1.5%
$27
$28
$28
$29
$29
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — RDVI
323
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
46
New Positions
184
Increased
72
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (342 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 12,801,978 | $361M | +1,464,961 | +12.9% | 13Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 4,084,913 | $115M | +323,600 | +8.6% | 11Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 3,767,292 | $106M | +209,208 | +5.9% | 7Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 2,786,549 | $78M | +338,442 | +13.8% | 13Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 2,606,955 | $73M | +128,259 | +5.2% | 14Q | SEC ↗ |
| 6 | STIFEL FINANCIAL CORP | 2,579,990 | $73M | +124,313 | +5.1% | 14Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 2,487,340 | $70M | +305,614 | +14.0% | 15Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 2,080,391 | $59M | +64,681 | +3.2% | 15Q | SEC ↗ |
| 9 | Kestra Advisory Services, LLC | 1,377,615 | $39M | +117,890 | +9.4% | 13Q | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 1,253,958 | $35M | +76,194 | +6.5% | 12Q | SEC ↗ |
| 11 | HARBOUR INVESTMENTS, INC. | 974,155 | $27M | +39,344 | +4.2% | 14Q | SEC ↗ |
| 12 | Cambridge Investment Research Advisors | 941,301 | $27M | +29,887 | +3.3% | 14Q | SEC ↗ |
| 13 | Arax Advisory Partners | 858,837 | $24M | +96,241 | +12.6% | 3Q | SEC ↗ |
| 14 | PINNACLE ASSOCIATES LTD | 852,753 | $24M | +10,619 | +1.3% | 14Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 851,604 | $24M | -2,442 | -0.3% | 14Q | SEC ↗ |
| 16 | Janney Montgomery Scott LLC | 781,655 | $22M | +115,480 | +17.3% | 14Q | SEC ↗ |
| 17 | Prospera Financial Services Inc | 714,319 | $20M | +35,489 | +5.2% | 13Q | SEC ↗ |
| 18 | Merit Financial Group, LLC | 713,832 | $20M | -15,257 | -2.1% | 4Q | SEC ↗ |
| 19 | PARK NATIONAL CORP /OH | 711,228 | $20M | +30,696 | +4.5% | 13Q | SEC ↗ |
| 20 | ADAMSBROWN WEALTH CONSULTANTS LLC | 686,102 | $19M | +14,328 | +2.1% | 6Q | SEC ↗ |
| 21 | Second Half Financial Partners, LLC | 628,118 | $18M | — | +0.0% | 10Q | SEC ↗ |
| 22 | Integrated Wealth Concepts LLC | 616,804 | $17M | +37,211 | +6.4% | 15Q | SEC ↗ |
| 23 | Bullseye Investment Management, LLC | 609,066 | $17M | +65,977 | +12.1% | 1Q | SEC ↗ |
| 24 | Steward Partners Investment Advisory, | 604,216 | $17M | +82,201 | +15.7% | 11Q | SEC ↗ |
| 25 | Stratos Wealth Partners, LTD. | 579,456 | $16M | -35,689 | -5.8% | 7Q | SEC ↗ |
| 26 | Focus Partners Wealth | 546,374 | $15M | -110,482 | -16.8% | 5Q | SEC ↗ |
| 27 | VestGen Advisors, LLC | 545,359 | $15M | +4,077 | +0.8% | 6Q | SEC ↗ |
| 28 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 517,800 | $15M | +74,234 | +16.7% | 11Q | SEC ↗ |
| 29 | SILVER OAK SECURITIES, INCORPORATED | 514,302 | $14M | +28,914 | +6.0% | 12Q | SEC ↗ |
| 30 | Beaumont Financial Advisors, LLC | 506,641 | $14M | +1,414 | +0.3% | 5Q | SEC ↗ |
| 31 | CWM, LLC | 497,696 | $14M | +218,411 | +78.2% | 11Q | SEC ↗ |
| 32 | Cooper Capital Advisors LLC | 486,689 | $14M | +18,842 | +4.0% | 5Q | SEC ↗ |
| 33 | Argent Advisors, Inc. | 441,026 | $12M | -4,125 | -0.9% | 7Q | SEC ↗ |
| 34 | HighTower Advisors, LLC | 437,345 | $12M | +97,677 | +28.8% | 14Q | SEC ↗ |
| 35 | Clarus Group, Inc. | 425,643 | $12M | -6,240 | -1.4% | 5Q | SEC ↗ |
| 36 | Prime Capital Investment Advisors, LLC | 423,807 | $12M | -198,182 | -31.9% | 7Q | SEC ↗ |
| 37 | Summit Financial Wealth Advisors, LLC | 406,865 | $11M | +11,015 | +2.8% | 7Q | SEC ↗ |
| 38 | Private Advisor Group, LLC | 366,388 | $10M | +108,902 | +42.3% | 13Q | SEC ↗ |
| 39 | Aptus Capital Advisors, LLC | 363,384 | $10M | -11,499 | -3.1% | 15Q | SEC ↗ |
| 40 | Concurrent Investment Advisors, LLC | 362,301 | $10M | +16,867 | +4.9% | 9Q | SEC ↗ |
| 41 | Farther Finance Advisors, LLC | 360,184 | $10M | +95,474 | +36.1% | 9Q | SEC ↗ |
| 42 | Pinnacle Wealth Management Advisory Gr | 349,706 | $10M | +3,294 | +1.0% | 13Q | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 341,896 | $10M | +32,562 | +10.5% | 9Q | SEC ↗ |
| 44 | Echo Wealth Management, LLC | 330,875 | $9M | +23,709 | +7.7% | 15Q | SEC ↗ |
| 45 | Snowden Capital Advisors LLC | 316,399 | $9M | -57 | -0.0% | 11Q | SEC ↗ |
| 46 | ARQ WEALTH ADVISORS, LLC | 294,973 | $8M | +97,506 | +49.4% | 10Q | SEC ↗ |
| 47 | Luken Investment Analytics, LLC | 293,324 | $8M | -67,334 | -18.7% | 12Q | SEC ↗ |
| 48 | &PARTNERS | 292,479 | $8M | -46,431 | -13.7% | 8Q | SEC ↗ |
| 49 | PRINCIPAL SECURITIES, INC. | 289,620 | $8M | +7,935 | +2.8% | 11Q | SEC ↗ |
| 50 | Atlas Private Wealth Advisors | 284,512 | $8M | -100,342 | -26.1% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Coppell Advisory Solutions LLC | 169,223 | $5M |
| LANGLEY WEALTH MANAGEMENT, LLC | 137,795 | $4M |
| VIMA LLC | 89,567 | $3M |
| FWG Holdings, LLC | 68,116 | $2M |
| PSI Advisors, LLC | 52,380 | $1M |
| CITADEL ADVISORS LLC | 46,964 | $1M |
| Visionary Wealth Advisors | 43,226 | $1M |
| INTEGRITY ALLIANCE, LLC. | 39,685 | $1M |
| Global Assets Advisory, LLC | 31,490 | $887K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 30,207 | $851K |
| Advisor OS, LLC | 28,140 | $792K |
| Triad Wealth Partners, LLC | 26,609 | $749K |
| AMERIPRISE FINANCIAL INC | 22,646 | $638K |
| Bluespring Wealth Management, LLC | 17,738 | $500K |
| IFG Advisory, LLC | 17,146 | $483K |
| OLD MISSION CAPITAL LLC | 16,015 | $451K |
| MSH Capital Advisors LLC | 15,485 | $436K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 14,926 | $420K |
| Continuum Advisory, LLC | 14,795 | $417K |
| WESPAC Advisors SoCal, LLC | 10,117 | $285K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 1,146,879 | $32M |
| Lifeworks Advisors, LLC | 53,461 | $2M |
| CacheTech Inc. | 33,538 | $944K |
| SteelPeak Wealth, LLC | 22,450 | $632K |
| GTS SECURITIES LLC | 18,741 | $528K |
| BANK OF AMERICA CORP /DE | 13,325 | $375K |
| TFB Advisors LLC | 10,732 | $302K |
| Midwest Financial Group LLC | 9,853 | $277K |
| Brookwood Investment Group LLC | 9,772 | $275K |
| Sowell Financial Services LLC | 9,186 | $259K |
| Atria Investments, Inc | 8,690 | $245K |
| Accredited Investors Inc. | 7,885 | $222K |
| Vident Advisory, LLC | 7,699 | $217K |
| Brooklyn Investment Group | 7,599 | $214K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 7,000 | $197K |
| Wilmington Savings Fund Society, FS | 3,000 | $84K |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,267 | $64K |
| US BANCORP \DE | 2,200 | $62K |
| Cornerstone Wealth Partners, LLC | 1,856 | $52K |
| Rossby Financial, LCC | 606 | $17K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +1,464,961 | +12.9% | 12,801,978 |
| Cetera Investment Advisers | +338,442 | +13.8% | 2,786,549 |
| WELLS FARGO & COMPANY/MN | +323,600 | +8.6% | 4,084,913 |
| OSAIC HOLDINGS, INC. | +305,614 | +14.0% | 2,487,340 |
| CWM, LLC | +218,411 | +78.2% | 497,696 |
| RAYMOND JAMES FINANCIAL INC | +209,208 | +5.9% | 3,767,292 |
| MGO ONE SEVEN LLC | +134,305 | +771.6% | 151,710 |
| ROYAL BANK OF CANADA | +128,259 | +5.2% | 2,606,955 |
| STIFEL FINANCIAL CORP | +124,313 | +5.1% | 2,579,990 |
| Kestra Advisory Services, LLC | +117,890 | +9.4% | 1,377,615 |
| Janney Montgomery Scott LLC | +115,480 | +17.3% | 781,655 |
| Private Advisor Group, LLC | +108,902 | +42.3% | 366,388 |
| HighTower Advisors, LLC | +97,677 | +28.8% | 437,345 |
| ARQ WEALTH ADVISORS, LLC | +97,506 | +49.4% | 294,973 |
| Arax Advisory Partners | +96,241 | +12.6% | 858,837 |
| Farther Finance Advisors, LLC | +95,474 | +36.1% | 360,184 |
| Elevation Advisory Partners LLC | +83,583 | +101.9% | 165,647 |
| Steward Partners Investment Advisor | +82,201 | +15.7% | 604,216 |
| Aurora Private Wealth, Inc. | +77,459 | +43.1% | 257,278 |
| Buska Wealth Management, LLC | +77,279 | +256.7% | 107,379 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | -298,679 | -88.1% | 40,514 |
| Prime Capital Investment Advisors, | -198,182 | -31.9% | 423,807 |
| Gateway Wealth Partners, LLC | -150,429 | -46.6% | 172,209 |
| Patriot Financial Group Insurance A | -139,250 | -42.6% | 187,978 |
| Whipplewood Advisors, LLC | -126,998 | -85.7% | 21,256 |
| Focus Partners Wealth | -110,482 | -16.8% | 546,374 |
| Atlas Private Wealth Advisors | -100,342 | -26.1% | 284,512 |
| Luken Investment Analytics, LLC | -67,334 | -18.7% | 293,324 |
| Orion Porfolio Solutions, LLC | -66,026 | -64.2% | 36,788 |
| &PARTNERS | -46,431 | -13.7% | 292,479 |
| INDEPENDENT FINANCIAL GROUP, LLC | -46,226 | -26.1% | 130,550 |
| Stratos Wealth Partners, LTD. | -35,689 | -5.8% | 579,456 |
| CALTON & ASSOCIATES, INC. | -33,288 | -32.4% | 69,431 |
| Sequent Planning LLC | -21,705 | -21.2% | 80,741 |
| MILESTONE ASSET MANAGEMENT, LLC | -15,504 | -21.7% | 56,054 |
| Merit Financial Group, LLC | -15,257 | -2.1% | 713,832 |
| HBW ADVISORY SERVICES LLC | -14,864 | -46.1% | 17,386 |
| Prostatis Group LLC | -14,103 | -10.0% | 126,488 |
| FIFTH THIRD BANCORP | -14,073 | -61.9% | 8,679 |
| Tidemark, LLC | -13,459 | -18.7% | 58,616 |