Vault-13

FIRST TR EXCHANGE-TRADED FD RDVI

FT VEST RIS · ETP · CUSIP 33738D879

80 institutional holders +37 vs Q1 2023
8,518,0588.5m shares reported held*
$187.3mreported value*
38 new 34 added 3 reduced 5 sold out net bought ≈ $140.3m (+6.4m 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 ($953.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $21.99.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 1Q4 22: 16Q1 23: 43Q2 23: 8080Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 20221
Q4 202216
Q1 202343
Q2 202380

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 15 bought or addedQ4 22: 1 cut or sold outQ4 22Q1 23: 40 bought or addedQ1 23: 2 cut or sold outQ1 23Q2 23: 72 bought or addedQ2 23: 8 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022151
Q1 2023402
Q2 2023728

Biggest buyers

LPL Financial LLC New +1,897,918+1.9m
OSAIC HOLDINGS, INC. Added +360,403+360.4k
ENVESTNET ASSET MANAGEMENT INC Added +349,270+349.3k
STIFEL FINANCIAL CORP Added +298,933+298.9k
ROYAL BANK OF CANADA Added +280,977+281.0k
Midwest Financial Group LLC New +279,967+280.0k
AE Wealth Management LLC New +213,016+213.0k
PARK NATIONAL CORP /OH/ New +206,323+206.3k
Second Half Financial Partners, LLC New +191,791+191.8k
KESTRA PRIVATE WEALTH SERVICES, LLC Added +186,129+186.1k

Biggest sellers

Financial Enhancement Group LLC Sold out -97,969-98.0k
Stratos Wealth Advisors, LLC Sold out -73,164-73.2k
Sigma Planning Corp Sold out -23,013-23.0k
Echo Wealth Management, LLC Reduced -7,795-7.8k
Precision Wealth Strategies, LLC Reduced -5,570-5.6k
Advisory Services Network, LLC Sold out -2,637-2.6k
WealthPLAN Partners, LLC Reduced -1,766-1.8k
Ameritas Advisory Services, LLC Sold out -350-350

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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,897,9181.9m $41.7m $41.7m 0.03% New
2 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 852,982853.0k $18.7m $18.7m 0.03% Added +360.4k +360,403
3 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 542,168542.2k $11.9m $11.9m 0.01% Added +349.3k +349,270
4 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 312,928312.9k $6.9m $6.9m 0.01% Added +298.9k +298,933
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 283,170283.2k $6.2m $6.2m 0.00% Added +281.0k +280,977
6 Midwest Financial Group LLC 5.21% of their portfolio Overland Park, KS 279,967280.0k $6.2m $6.2m 5.21% New
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 242,210242.2k $5.3m $5.3m 0.01% Added +68.2k +68,250
8 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 241,971242.0k $5.3m $5.3m 0.01% Added +141.0k +141,038
9 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 213,016213.0k $4.7m $4.7m 0.03% New
10 PARK NATIONAL CORP /OH/ 0.20% of their portfolio NEWARK, OH 206,323206.3k $4.5m $4.5m 0.20% New
11 KESTRA PRIVATE WEALTH SERVICES, LLC 0.15% of their portfolio AUSTIN, TX 204,598204.6k $4.5m $4.5m 0.15% Added +186.1k +186,129
12 Second Half Financial Partners, LLC 0.96% of their portfolio SEBRING, FL 191,791191.8k $4.2m $4.2m 0.96% New
13 Echo Wealth Management, LLC 4.25% of their portfolio PLYMOUTH, MN 175,372175.4k $3.9m $3.9m 4.25% Reduced -7.8k -7,795
14 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 168,411168.4k $3.7m $3.7m 0.02% Added +156.5k +156,526
15 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 168,270168.3k $3.7m $3.7m 0.03% New
16 Cetera Advisors LLC 0.05% of their portfolio DENVER, CO 134,017134.0k $2.9m $2.9m 0.05% Added +98.5k +98,505
17 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 122,469122.5k $2.7m $2.7m 0.02% Added +94.2k +94,207
18 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 113,531113.5k $2.5m $2.5m 0.00% Added +47.3k +47,253
19 PINNACLE ASSOCIATES LTD 0.04% of their portfolio NEW YORK, NY 106,055106.1k $2.3m $2.3m 0.04% Added +80.7k +80,655
20 Prosperity Financial Group, Inc. 1.92% of their portfolio San Ramon, CA 99,17599.2k $2.2m $2.2m 1.92% New
21 G&S Capital LLC 1.04% of their portfolio DENVER, CO 98,40798.4k $2.2m $2.2m 1.04% New
22 HARBOUR INVESTMENTS, INC. 0.11% of their portfolio MADISON, WI 97,72197.7k $2.1m $2.1m 0.11% Added +94.6k +94,629
23 Rehmann Capital Advisory Group 0.19% of their portfolio LANSING, MI 97,15897.2k $2.1m $2.1m 0.19% New
24 Secure Asset Management, LLC 0.62% of their portfolio Troy, MI 93,03093.0k $2.0m $2.0m 0.62% New
25 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 87,20087.2k $1.9m $1.9m 0.03% Added +55.0k +54,975
26 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.19% of their portfolio CEDAR RAPIDS, IA 85,94285.9k $1.9m $1.9m 0.19% New
27 First Heartland Consultants, Inc. 0.21% of their portfolio LAKE ST. LOUIS, MO 74,16774.2k $1.6m $1.6m 0.21% New
28 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 73,54273.5k $1.6m $1.6m 0.01% Added +58.9k +58,937
29 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 72,98673.0k $1.6m $1.6m 0.03% Added +33.2k +33,237
30 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 69,64169.6k $1.5m $1.5m 0.00% New
31 Kingsview Wealth Management, LLC 0.06% of their portfolio GRANTS PASS, OR 68,07068.1k $1.5m $1.5m 0.06% Added +17.9k +17,913
32 BlackDiamond Wealth Management, LLC 1.26% of their portfolio NEW YORK, NY 65,63765.6k $1.5m $1.5m 1.26% Added +10.3k +10,332
33 Precision Wealth Strategies, LLC 2.31% of their portfolio SAINT LOUIS, MO 64,33364.3k $1.4m $1.4m 2.31% Reduced -5.6k -5,570
34 Garden State Investment Advisory Services LLC 0.62% of their portfolio Red Bank, NJ 63,80063.8k $1.4m $1.4m 0.62% Added +6.3k +6,330
35 Herold Advisors, Inc. 0.34% of their portfolio New York, NY 51,09451.1k $1.1m $1.1m 0.34% New
36 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 46,00946.0k $1.0m $1.0m 0.02% Added +8.4k +8,437
37 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 44,74944.7k $983.1k $983.1k 0.01% Added +9.9k +9,928
38 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 39,56939.6k $869.3k $869.3k 0.00% Added +230 +230
39 GTS SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 37,95838.0k $833.9k $833.9k 0.03% First filing
40 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 34,39334.4k $755.6k $755.6k 0.01% New
41 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 33,00633.0k $725.0k $725.0k 0.00% New
42 Atlas Wealth LLC 0.13% of their portfolio CINCINNATI, OH 31,62131.6k $719.7k $719.7k 0.13% New
43 Semus Wealth Partners LLC 0.63% of their portfolio Boca Raton, FL 31,15131.2k $684.4k $684.4k 0.63% New
44 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 28,37428.4k $623.4k $623.4k 0.01% New
45 Key Client Fiduciary Advisors, LLC 0.35% of their portfolio Fairfield, NJ 27,13327.1k $596.1k $596.1k 0.35% Added +16.7k +16,678
46 Avidian Wealth Enterprises, LLC 0.04% of their portfolio Houston, TX 26,72126.7k $587.1k $587.1k 0.04% New
47 Atlas Private Wealth Advisors 0.11% of their portfolio RED BANK, NJ 23,63023.6k $519.1k $519.1k 0.11% New
48 Insight Advisors, LLC/ PA 0.11% of their portfolio Newtown, PA 22,47522.5k $493.8k $493.8k 0.11% Added +3.4k +3,433
49 Pinnacle Wealth Management Advisory Group, LLC 0.06% of their portfolio RED BANK, NJ 21,85021.9k $480.0k $480.0k 0.06% New
50 J.W. COLE ADVISORS, INC. 0.03% of their portfolio TAMPA, FL 20,89920.9k $459.1k $459.1k 0.03% Added +9.4k +9,369
51 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 20,26720.3k $445.3k $445.3k 0.01% New
52 TKG Advisors, LLC 0.28% of their portfolio VALPARAISO, IN 19,63419.6k $431.4k $431.4k 0.28% New
53 Patriot Financial Group Insurance Agency, LLC 0.08% of their portfolio Westborough, MA 19,19019.2k $421.6k $421.6k 0.08% Added +4.7k +4,691
54 Ignite Planners, LLC 0.15% of their portfolio SAN CLEMENTE, CA 18,32418.3k $399.5k $399.5k 0.15% New
55 Raab & Moskowitz Asset Management LLC 0.14% of their portfolio Chatham, NJ 18,00018.0k $395.5k $395.5k 0.14% Added +2.0k +2,000
56 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 17,50017.5k $384.5k $384.5k 0.00% First filing
57 HBW ADVISORY SERVICES LLC 0.08% of their portfolio SIMI VALLEY, CA 16,51516.5k $363.0k $363.0k 0.08% New
58 GPS Wealth Strategies Group, LLC 0.07% of their portfolio CENTENNIAL, CO 16,43816.4k $361.1k $361.1k 0.07% New
59 MTM Investment Management, LLC 0.17% of their portfolio SPARTANBURG, SC 15,70015.7k $344.9k $344.9k 0.17% Added +11.7k +11,700
60 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 15,48515.5k $340.2k $340.2k 0.03% New
61 Marshall Financial Group, LLC 0.11% of their portfolio Hunt Valley, MD 14,59214.6k $320.6k $320.6k 0.11% New
62 Aptus Capital Advisors, LLC 0.01% of their portfolio FAIRHOPE, AL 13,30513.3k $292.3k $292.3k 0.01% Added +4.8k +4,805
63 DHJJ Financial Advisors, Ltd. 0.15% of their portfolio NAPERVILLE, IL 13,23913.2k $290.9k $290.9k 0.15% Added +1.5k +1,529
64 Stonebridge Financial Planning Group, LLC 0.18% of their portfolio ORLANDO, FL 13,20413.2k $290.1k $290.1k 0.18% New
65 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 13,01313.0k $285.9k $285.9k 0.01% New
66 Derbend Asset Management 0.19% of their portfolio Peachtree City, GA 12,63212.6k $277.5k $277.5k 0.19% New
67 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 12,06912.1k $267.1k $267.1k 0.02% Added +6.2k +6,151
68 Cedrus LLC 0.18% of their portfolio Littleton, CO 11,70011.7k $257.0k $257.0k 0.18% New
69 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 11,54211.5k $253.6k $253.6k 0.01% New
70 Capital Investment Advisory Services, LLC 0.02% of their portfolio RALEIGH, NC 11,44711.4k $251.5k $251.5k 0.02% Added +2.4k +2,368
71 Retirement Planning Group, LLC 0.02% of their portfolio LEAWOOD, KS 11,31311.3k $248.5k $248.5k 0.02% Added +1.9k +1,935
72 Comprehensive Financial Consultants Institutional, Inc. 0.13% of their portfolio Bloomington, IN 11,19011.2k $251.2k $251.2k 0.13% New
73 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 11,08011.1k $243.0k $243.0k 0.01% New
74 U.S. Capital Wealth Advisors, LLC 0.01% of their portfolio AUSTIN, TX 9,5009.5k $208.7k $208.7k 0.01% New
75 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 9,1229.1k $200.4k $200.4k 0.01% First filing
76 GUARDIAN WEALTH ADVISORS, LLC / NC 0.03% of their portfolio RALEIGH, NC 8,5008.5k $186.7k $186.7k 0.03% Unchanged
77 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 4,9715.0k $109.0k $109.0k 0.01% New
78 Tyler-Stone Wealth Management 0.02% of their portfolio Beachwood, OH 1,4101.4k $31.0k $31.0k 0.02% First filing
79 WealthPLAN Partners, LLC 0.00% of their portfolio OMAHA, NE 1,2401.2k $27.2k $27.2k 0.00% Reduced -1.8k -1,766
80 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 686686 $14.3k $14.3k 0.00% Added +343 +343