Vault-13

FIRST TR EXCHANGE-TRADED FD RDVI

FT VEST RIS · ETP · CUSIP 33738D879

150 institutional holders +16 vs Q4 2023
23,316,95723.3m shares reported held*
$548.6mreported value*
27 new 86 added 24 reduced 12 sold out net bought ≈ $105.7m (+5.2m 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 ($1.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.53.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 1Q4 22: 16Q1 23: 43Q2 23: 80Q3 23: 102Q4 23: 134Q1 24: 150150Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 20221
Q4 202216
Q1 202343
Q2 202380
Q3 2023102
Q4 2023134
Q1 2024150

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 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 23Q3 23: 92 bought or addedQ3 23: 11 cut or sold outQ3 23Q4 23: 85 bought or addedQ4 23: 31 cut or sold outQ4 23Q1 24: 113 bought or addedQ1 24: 36 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022151
Q1 2023402
Q2 2023728
Q3 20239211
Q4 20238531
Q1 202411336

Biggest buyers

Global Assets Advisory, LLC Added +850,379+850.4k
LPL Financial LLC Added +833,732+833.7k
Cetera Investment Advisers Added +551,357+551.4k
OSAIC HOLDINGS, INC. Added +432,454+432.5k
COMMONWEALTH EQUITY SERVICES, LLC Added +285,214+285.2k
PINNACLE ASSOCIATES LTD Added +268,217+268.2k
Second Half Financial Partners, LLC New +267,470+267.5k
STIFEL FINANCIAL CORP Added +256,877+256.9k
Raymond James Financial Services Advisors, Inc. New +218,980+219.0k
TRUIST FINANCIAL CORP Added +203,378+203.4k

Biggest sellers

Cetera Advisor Networks LLC Sold out -446,391-446.4k
Prosperity Financial Group, Inc. Reduced -226,796-226.8k
Cetera Advisors LLC Sold out -204,815-204.8k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -159,103-159.1k
Maxwell Wealth Strategies Inc. Reduced -101,284-101.3k
AE Wealth Management LLC Reduced -62,874-62.9k
Secure Asset Management, LLC Reduced -46,199-46.2k
Avidian Wealth Enterprises, LLC Reduced -45,635-45.6k
REAP Financial Group, LLC Sold out -42,646-42.6k
N.E.W. Advisory Services LLC Sold out -37,793-37.8k

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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 3,903,1483.9m $95.5m $95.5m 0.05% Added +833.7k +833,732
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,489,2381.5m $36.5m $36.5m 0.01% Added +190.6k +190,553
3 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 1,406,4621.4m $34.2m $34.2m 0.08% Added +432.5k +432,454
4 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 1,089,0231.1m $26.7m $26.7m 0.04% Added +285.2k +285,214
5 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 1,037,8181.0m $25.4m $25.4m 0.04% Added +203.4k +203,378
6 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 1,021,8201.0m $25.0m $25.0m 0.03% Added +256.9k +256,877
7 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 958,873958.9k $23.5m $23.5m 0.01% Added +176.2k +176,208
8 Spectrum Wealth Counsel, LLC 2.72% of their portfolio INDIANAPOLIS, IN 906,672906.7k $22.2m $22.2m 2.72% Added +97.9k +97,900
9 Global Assets Advisory, LLC 1.40% of their portfolio ORLANDO, FL 886,829886.8k $36.5k $36.5k 1.40% Added +850.4k +850,379
10 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 784,415784.4k $19.2m $19.2m 0.05% Added +551.4k +551,357
11 PARK NATIONAL CORP /OH/ 0.51% of their portfolio NEWARK, OH 538,862538.9k $13.2m $13.2m 0.51% Added +59.8k +59,796
12 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 521,036521.0k $12.8m $12.8m 0.05% Added +41.7k +41,735
13 PINNACLE ASSOCIATES LTD 0.19% of their portfolio NEW YORK, NY 502,710502.7k $12.3m $12.3m 0.19% Added +268.2k +268,217
14 Prospera Financial Services Inc 0.32% of their portfolio Dallas, TX 439,941439.9k $10.8m $10.8m 0.32% Added +15.5k +15,531
15 Echo Wealth Management, LLC 7.13% of their portfolio PLYMOUTH, MN 351,343351.3k $8.6m $8.6m 7.13% Added +8.5k +8,485
16 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 348,291348.3k $8.5m $8.5m 0.03% Added +171.4k +171,392
17 Cedrus LLC 4.40% of their portfolio Littleton, CO 329,309329.3k $8.1m $8.1m 4.40% Added +58.8k +58,776
18 Ergawealth Advisors, Inc. 4.41% of their portfolio OAK BROOK, IL 328,273328.3k $8.0m $8.0m 4.41% Added +170.0k +169,988
19 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 317,784317.8k $7.8m $7.8m 0.05% Added +13.6k +13,591
20 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 270,921270.9k $6.6m $6.6m 0.01% Added +4.8k +4,781
21 Second Half Financial Partners, LLC 2.91% of their portfolio SEBRING, FL 267,470267.5k $6.5m $6.5m 2.91% New
22 Midwest Financial Group LLC 4.22% of their portfolio Overland Park, KS 256,832256.8k $6.3m $6.3m 4.22% Reduced -18.9k -18,903
23 HARBOUR INVESTMENTS, INC. 0.21% of their portfolio MADISON, WI 246,121246.1k $6.0m $6.0m 0.21% Added +72.1k +72,053
24 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 230,063230.1k $5.6m $5.6m 0.01% Added +23.6k +23,632
25 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 218,980219.0k $5.4m $5.4m 0.01% New
26 Integrated Wealth Concepts LLC 0.07% of their portfolio WALTHAM, MA 189,715189.7k $4.6m $4.6m 0.07% Added +74.7k +74,651
27 Pinnacle Wealth Management Advisory Group, LLC 0.49% of their portfolio RED BANK, NJ 186,348186.3k $4.6m $4.6m 0.49% Added +135.3k +135,312
28 AVANTAX ADVISORY SERVICES, INC. 0.04% of their portfolio DALLAS, TX 172,948172.9k $4.2m $4.2m 0.04% Added +56.5k +56,543
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 164,056164.1k $4.0m $4.0m 0.00% Added +78.7k +78,668
30 Mariner, LLC 0.01% of their portfolio Overland Park, KS 159,872159.9k $3.9m $3.9m 0.01% Added +100.9k +100,873
31 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.30% of their portfolio CEDAR RAPIDS, IA 146,157146.2k $3.6m $3.6m 0.30% Added +21.6k +21,570
32 Kingsview Wealth Management, LLC 0.07% of their portfolio GRANTS PASS, OR 110,912110.9k $2.7m $2.7m 0.07% Added +33.0k +33,028
33 Rehmann Capital Advisory Group 0.19% of their portfolio LANSING, MI 103,307103.3k $2.5m $2.5m 0.19% Reduced -915 -915
34 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 102,190102.2k $2.5m $2.5m 0.04% Added +650 +650
35 G&S Capital LLC 1.11% of their portfolio DENVER, CO 101,901101.9k $2.5m $2.5m 1.11% Added +3.7k +3,661
36 MILESTONE ASSET MANAGEMENT, LLC 0.67% of their portfolio PITTSBURGH, PA 95,10995.1k $2.3m $2.3m 0.67% New
37 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 93,70893.7k $2.3m $2.3m 0.02% Added +12.9k +12,938
38 MN Wealth Advisors, LLC 1.41% of their portfolio OVERLAND PARK, KS 92,97393.0k $2.3m $2.3m 1.41% Added +46.3k +46,300
39 Prostatis Group LLC 0.82% of their portfolio HANOVER, MD 88,20188.2k $2.2m $2.2m 0.82% New
40 Sigma Planning Corp 0.07% of their portfolio ANN ARBOR, MI 85,30385.3k $2.1m $2.1m 0.07% Added +53.2k +53,191
41 SILVER OAK SECURITIES, INCORPORATED 0.30% of their portfolio JACKSON, TN 80,57680.6k $2.0m $2.0m 0.30% Added +13.4k +13,412
42 Trueblood Wealth Management, LLC 1.12% of their portfolio LIMA, OH 80,17980.2k $2.0m $2.0m 1.12% Added +730 +730
43 Foundations Investment Advisors, LLC 0.05% of their portfolio PHOENIX, AZ 73,32273.3k $1.8m $1.8m 0.05% Added +45.2k +45,167
44 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 72,69272.7k $1.8m $1.8m 0.00% Added +32.5k +32,525
45 KPP Advisory Services LLC 0.48% of their portfolio Louisville, KY 71,41971.4k $1.7m $1.7m 0.48% New
46 Prosperity Financial Group, Inc. 1.08% of their portfolio San Ramon, CA 71,20071.2k $1.7m $1.7m 1.08% Reduced -226.8k -226,796
47 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 67,73667.7k $1.7m $1.7m 0.04% Reduced -159.1k -159,103
48 BlackDiamond Wealth Management, LLC 1.17% of their portfolio NEW YORK, NY 66,79466.8k $1.6m $1.6m 1.17% Reduced -9.5k -9,506
49 Semus Wealth Partners LLC 1.35% of their portfolio Boca Raton, FL 65,43265.4k $1.6m $1.6m 1.35% Added +6.3k +6,319
50 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 61,11661.1k $1.5m $1.5m 0.01% Added +7.9k +7,854
51 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 59,92559.9k $1.5m $1.5m 0.01% Added +26.0k +26,034
52 MGO ONE SEVEN LLC 0.07% of their portfolio Beachwood, OH 57,96558.0k $1.4m $1.4m 0.07% Reduced -15.6k -15,575
53 Sequent Planning LLC 0.48% of their portfolio OMAHA, NE 53,94053.9k $1.3m $1.3m 0.48% First filing
54 Herold Advisors, Inc. 0.32% of their portfolio New York, NY 53,25453.3k $1.3m $1.3m 0.32% Added +185 +185
55 B. Riley Wealth Advisors, Inc. 0.03% of their portfolio MEMPHIS, TN 52,94052.9k $1.1m $1.1m 0.03% Reduced -34.6k -34,575
56 CWM, LLC 0.01% of their portfolio OMAHA, NE 50,89050.9k $1.2m $1.2m 0.01% Added +7.4k +7,377
57 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 47,70547.7k $1.2m $1.2m 0.00% Added +12.0k +11,987
58 Capital Analysts, LLC 0.05% of their portfolio FORT WASHINGTON, PA 46,50546.5k $1.1m $1.1m 0.05% Added +19.1k +19,131
59 Cherry Creek Investment Advisors, Inc. 0.61% of their portfolio ENGLEWOOD, CO 46,24346.2k $1.1m $1.1m 0.61% Reduced -17.9k -17,940
60 Delta Investment Management, LLC 0.26% of their portfolio SAN FRANCISCO, CA 46,04546.0k $1.1m $1.1m 0.26% Reduced -1.9k -1,940
61 Secure Asset Management, LLC 0.26% of their portfolio Troy, MI 45,76645.8k $1.1m $1.1m 0.26% Reduced -46.2k -46,199
62 Garden State Investment Advisory Services LLC 0.39% of their portfolio Red Bank, NJ 43,96044.0k $1.1m $1.1m 0.39% Reduced -19.1k -19,100
63 Maxwell Wealth Strategies Inc. 0.52% of their portfolio PLEASANTON, CA 43,50843.5k $1.0m $1.0m 0.52% Reduced -101.3k -101,284
64 MTM Investment Management, LLC 0.43% of their portfolio SPARTANBURG, SC 42,81242.8k $1.0m $1.0m 0.43% Added +4.7k +4,685
65 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 41,89841.9k $997.3k $997.3k 0.04% Added +32.5k +32,460
66 ARQ WEALTH ADVISORS, LLC 0.43% of their portfolio SCOTTSDALE, AZ 40,90340.9k $1.0m $1.0m 0.43% New
67 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 40,48840.5k $991.1k $991.1k 0.03% Added +30.0k +30,041
68 BEACON FINANCIAL GROUP 0.11% of their portfolio DALLAS, TX 39,34139.3k $963.1k $963.1k 0.11% Added +20.2k +20,233
69 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 38,59538.6k $945.0k $945.0k 0.04% New
70 Capital Investment Advisory Services, LLC 0.10% of their portfolio RALEIGH, NC 38,46638.5k $941.6k $941.6k 0.10% Added +14.8k +14,829
71 GPS Wealth Strategies Group, LLC 0.15% of their portfolio CENTENNIAL, CO 38,40638.4k $940.2k $940.2k 0.15% Added +6.4k +6,390
72 Stonebridge Financial Planning Group, LLC 0.49% of their portfolio ORLANDO, FL 38,07438.1k $932.1k $932.1k 0.49% Added +3.4k +3,417
73 Sandy Spring Bank 0.04% of their portfolio Olney, MD 37,57437.6k $919.8k $919.8k 0.04% Added +177 +177
74 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 36,15836.2k $885.2k $885.2k 0.04% Added +30.8k +30,815
75 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 36,00336.0k $881.4k $881.4k 0.00% New
76 Atlas Wealth LLC 0.43% of their portfolio CINCINNATI, OH 35,58335.6k $871.1k $871.1k 0.43% Reduced -13.8k -13,839
77 Virtue Capital Management, LLC 0.14% of their portfolio BRENTWOOD, TN 34,12934.1k $806.5k $806.5k 0.14% Added +3.5k +3,539
78 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 33,57333.6k $821.9k $821.9k 0.01% Added +5.2k +5,221
79 Gladstone Institutional Advisory LLC 0.04% of their portfolio Bedminster, NJ 33,32433.3k $815.8k $815.8k 0.04% Added +11.4k +11,398
80 J.W. COLE ADVISORS, INC. 0.04% of their portfolio TAMPA, FL 32,74832.7k $801.7k $801.7k 0.04% Added +4.7k +4,691
81 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 31,55731.6k $773.0k $773.0k 0.03% Added +1.4k +1,440
82 Compound Planning, Inc. 0.07% of their portfolio NEW YORK, NY 31,21831.2k $764.2k $764.2k 0.07% Added +12.7k +12,680
83 Key Client Fiduciary Advisors, LLC 0.40% of their portfolio Fairfield, NJ 30,84830.8k $755.2k $755.2k 0.40% Reduced -355 -355
84 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 29,54229.5k $723.2k $723.2k 0.02% Added +13.2k +13,195
85 Good Life Advisors, LLC 0.06% of their portfolio READING, PA 28,65428.7k $701.4k $701.4k 0.06% New
86 Avidian Wealth Enterprises, LLC 0.04% of their portfolio Houston, TX 28,53128.5k $698.4k $698.4k 0.04% Reduced -45.6k -45,635
87 Moloney Securities Asset Management, LLC 0.10% of their portfolio MANCHESTER, MO 27,39827.4k $670.7k $670.7k 0.10% Added +1.5k +1,521
88 Insight Advisors, LLC/ PA 0.13% of their portfolio Newtown, PA 26,62926.6k $651.9k $651.9k 0.13% Added +1.2k +1,202
89 Derbend Asset Management 0.31% of their portfolio Peachtree City, GA 25,65725.7k $628.1k $628.1k 0.31% Added +4.8k +4,821
90 Main Street Financial Solutions, LLC 0.06% of their portfolio NEWTOWN, PA 22,46022.5k $549.8k $549.8k 0.06% Added +4.6k +4,602
91 Patriot Financial Group Insurance Agency, LLC 0.09% of their portfolio Westborough, MA 22,37622.4k $547.8k $547.8k 0.09% Reduced -8.0k -7,964
92 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 21,86321.9k $535.2k $535.2k 0.02% New
93 Raab & Moskowitz Asset Management LLC 0.14% of their portfolio Chatham, NJ 20,50020.5k $501.8k $501.8k 0.14% Unchanged
94 First Heartland Consultants, Inc. 0.05% of their portfolio LAKE ST. LOUIS, MO 18,85718.9k $462.0k $462.0k 0.05% Reduced -5.9k -5,940
95 TKG Advisors, LLC 0.25% of their portfolio VALPARAISO, IN 18,54518.5k $454.0k $454.0k 0.25% Reduced -274 -274
96 Marshall Financial Group, LLC 0.13% of their portfolio Hunt Valley, MD 18,19618.2k $445.4k $445.4k 0.13% Added +1.5k +1,548
97 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 17,89917.9k $438.2k $438.2k 0.03% Added +4.7k +4,735
98 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 16,43516.4k $402.3k $402.3k 0.04% Added +4.6k +4,588
99 Acorn Wealth Advisors, LLC 0.21% of their portfolio Grand Blanc, MI 16,42116.4k $402.0k $402.0k 0.21% New
100 Triumph Capital Management 0.16% of their portfolio DENVER, CO 16,36816.4k $398.2k $398.2k 0.16% New