Vault-13

FIRST TR EXCHANGE-TRADED FD RDVI

FT VEST RIS · ETP · CUSIP 33738D879

16 institutional holders +15 vs Q3 2022
509,684509.7k shares reported held*
$11.1mreported value*
15 new 0 added 0 reduced 1 sold out net bought ≈ $9.4m (+439.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $21.71.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

01020Q3 22: 1Q4 22: 1616Q3 22Q4 22
Numbers
QuarterHolders
Q3 20221
Q4 202216

Biggest buyers

Echo Wealth Management, LLC New +168,235+168.2k
OSAIC HOLDINGS, INC. New +127,431+127.4k
B. Riley Wealth Advisors, Inc. New +26,970+27.0k
COMMONWEALTH EQUITY SERVICES, LLC New +23,869+23.9k
JPMORGAN CHASE & CO New +23,835+23.8k
Sigma Planning Corp New +20,973+21.0k
Cetera Advisors LLC New +20,839+20.8k
Integrated Wealth Concepts LLC New +14,392+14.4k
Raab & Moskowitz Asset Management LLC New +13,000+13.0k
WOLVERINE TRADING, LLC New +9,500+9.5k

Biggest sellers

SILVER OAK SECURITIES, INCORPORATED Sold out -39,025-39.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution -1.4 pts · filed 2026-10-14 11.1% -1.4 pts 14.7m≈ $431.9m 2026-10-14

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Echo Wealth Management, LLC 4.05% of their portfolio PLYMOUTH, MN 168,235168.2k $3.8m $3.8m 4.05% New
2 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 127,431127.4k $2.7m $2.7m 0.01% New
3 Garden State Investment Advisory Services LLC 0.39% of their portfolio Red Bank, NJ 31,10031.1k $662.1k $662.1k 0.39% First filing
4 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 26,97027.0k $574.2k $574.2k 0.02% New
5 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 23,86923.9k $508.0k $508.0k 0.00% New
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 23,83523.8k $507.0k $507.0k 0.00% New
7 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 20,97321.0k $446.5k $446.5k 0.02% New
8 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 20,83920.8k $443.7k $443.7k 0.01% New
9 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 14,39214.4k $306.0k $306.0k 0.01% New
10 Raab & Moskowitz Asset Management LLC 0.11% of their portfolio Chatham, NJ 13,00013.0k $276.8k $276.8k 0.11% New
11 WOLVERINE TRADING, LLC 0.00% of their portfolio CHICAGO, IL 9,5009.5k $202.0k $202.0k 0.00% New
12 Retirement Planning Group, LLC 0.02% of their portfolio LEAWOOD, KS 9,4319.4k $200.8k $200.8k 0.02% New
13 Aptus Capital Advisors, LLC 0.01% of their portfolio FAIRHOPE, AL 8,5008.5k $181.0k $181.0k 0.01% New
14 GUARDIAN WEALTH ADVISORS, LLC / NC 0.03% of their portfolio RALEIGH, NC 8,5008.5k $181.0k $181.0k 0.03% New
15 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 3,1093.1k $66.2k $66.2k 0.01% New
16 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% New