Vault-13

FIRST TR EXCHANGE-TRADED FD RDVI

FT VEST RIS · ETP · CUSIP 33738D879

168 institutional holders +18 vs Q1 2024
26,431,40126.4m shares reported held*
$617.6mreported value*
24 new 108 added 23 reduced 7 sold out net bought ≈ $92.1m (+3.1m 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 ≈ $23.36.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 1Q4 22: 16Q1 23: 43Q2 23: 80Q3 23: 102Q4 23: 134Q1 24: 150Q2 24: 168168Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 20221
Q4 202216
Q1 202343
Q2 202380
Q3 2023102
Q4 2023134
Q1 2024150
Q2 2024168

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 outQ2 23: 72 bought or addedQ2 23: 8 cut or sold outQ2 23Q3 23: 92 bought or addedQ3 23: 11 cut or sold outQ4 23: 85 bought or addedQ4 23: 31 cut or sold outQ4 23Q1 24: 113 bought or addedQ1 24: 36 cut or sold outQ2 24: 132 bought or addedQ2 24: 30 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022151
Q1 2023402
Q2 2023728
Q3 20239211
Q4 20238531
Q1 202411336
Q2 202413230

Biggest buyers

LPL Financial LLC Added +629,409+629.4k
Baird Financial Group, Inc. Added +454,679+454.7k
Raymond James Financial Services Advisors, Inc. Added +268,185+268.2k
JANE STREET GROUP, LLC New +199,045+199.0k
COMMONWEALTH EQUITY SERVICES, LLC Added +176,144+176.1k
STIFEL FINANCIAL CORP Added +165,189+165.2k
Mariner, LLC Added +135,844+135.8k
Second Half Financial Partners, LLC Added +133,132+133.1k
Cetera Investment Advisers Added +108,991+109.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +101,541+101.5k

Biggest sellers

Global Assets Advisory, LLC Sold out -886,829-886.8k
Ergawealth Advisors, Inc. Reduced -124,583-124.6k
Spectrum Wealth Counsel, LLC Reduced -42,434-42.4k
CreativeOne Wealth, LLC Sold out -38,595-38.6k
MGO ONE SEVEN LLC Reduced -34,725-34.7k
LINCOLN NATIONAL CORP Sold out -33,573-33.6k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -14,100-14.1k
STEPHENS INC /AR/ Reduced -11,803-11.8k
WCG Wealth Advisors LLC Sold out -11,304-11.3k
OSAIC HOLDINGS, INC. Reduced -11,196-11.2k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 4,532,5574.5m $106.0m $106.0m 0.05% Added +629.4k +629,409
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,578,7441.6m $36.9m $36.9m 0.01% Added +89.5k +89,506
3 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 1,395,2661.4m $32.6m $32.6m 0.08% Reduced -11.2k -11,196
4 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 1,265,1671.3m $29.6m $29.6m 0.05% Added +176.1k +176,144
5 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 1,187,0091.2m $27.8m $27.8m 0.03% Added +165.2k +165,189
6 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 1,110,6991.1m $26.0m $26.0m 0.04% Added +72.9k +72,881
7 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,047,4671.0m $24.5m $24.5m 0.01% Added +88.6k +88,594
8 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 893,406893.4k $20.9m $20.9m 0.05% Added +109.0k +108,991
9 Spectrum Wealth Counsel, LLC 2.56% of their portfolio INDIANAPOLIS, IN 864,238864.2k $20.2m $20.2m 2.56% Reduced -42.4k -42,434
10 Baird Financial Group, Inc. 0.04% of their portfolio MILWAUKEE, WI 725,600725.6k $17.0m $17.0m 0.04% Added +454.7k +454,679
11 PARK NATIONAL CORP /OH/ 0.52% of their portfolio NEWARK, OH 602,416602.4k $14.1m $14.1m 0.52% Added +63.6k +63,554
12 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 575,468575.5k $13.5m $13.5m 0.05% Added +54.4k +54,432
13 PINNACLE ASSOCIATES LTD 0.20% of their portfolio NEW YORK, NY 540,615540.6k $12.6m $12.6m 0.20% Added +37.9k +37,905
14 Prospera Financial Services Inc 0.34% of their portfolio Dallas, TX 516,423516.4k $12.1m $12.1m 0.34% Added +76.5k +76,482
15 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 487,165487.2k $11.4m $11.4m 0.02% Added +268.2k +268,185
16 Second Half Financial Partners, LLC 7.50% of their portfolio SEBRING, FL 400,602400.6k $9.4m $9.4m 7.50% Added +133.1k +133,132
17 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 380,424380.4k $8.9m $8.9m 0.03% Added +32.1k +32,133
18 Echo Wealth Management, LLC 6.65% of their portfolio PLYMOUTH, MN 377,588377.6k $8.8m $8.8m 6.65% Added +26.2k +26,245
19 Cedrus LLC 4.40% of their portfolio Littleton, CO 376,471376.5k $8.8m $8.8m 4.40% Added +47.2k +47,162
20 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 315,142315.1k $7.4m $7.4m 0.04% Reduced -2.6k -2,642
21 Mariner, LLC 0.01% of their portfolio Overland Park, KS 295,716295.7k $6.9m $6.9m 0.01% Added +135.8k +135,844
22 Midwest Financial Group LLC 3.93% of their portfolio Overland Park, KS 264,301264.3k $6.2m $6.2m 3.93% Added +7.5k +7,469
23 HARBOUR INVESTMENTS, INC. 0.20% of their portfolio MADISON, WI 252,905252.9k $5.9m $5.9m 0.20% Added +6.8k +6,784
24 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 249,257249.3k $5.8m $5.8m 0.01% Added +19.2k +19,194
25 Integrated Wealth Concepts LLC 0.07% of their portfolio WALTHAM, MA 226,523226.5k $5.3m $5.3m 0.07% Added +36.8k +36,808
26 Ergawealth Advisors, Inc. 2.59% of their portfolio OAK BROOK, IL 203,690203.7k $4.8m $4.8m 2.59% Reduced -124.6k -124,583
27 Pinnacle Wealth Management Advisory Group, LLC 0.49% of their portfolio RED BANK, NJ 201,256201.3k $4.7m $4.7m 0.49% Added +14.9k +14,908
28 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 200,841200.8k $4.7m $4.7m 0.03% Added +27.9k +27,893
29 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 199,045199.0k $4.7m $4.7m 0.01% New
30 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 174,233174.2k $4.1m $4.1m 0.01% Added +101.5k +101,541
31 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.32% of their portfolio CEDAR RAPIDS, IA 168,677168.7k $3.9m $3.9m 0.32% Added +22.5k +22,520
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 162,330162.3k $3.8m $3.8m 0.00% Reduced -1.7k -1,726
33 Rehmann Capital Advisory Group 0.22% of their portfolio LANSING, MI 133,300133.3k $3.1m $3.1m 0.22% Added +30.0k +29,993
34 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 129,919129.9k $3.0m $3.0m 0.00% Added +93.9k +93,916
35 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 121,559121.6k $2.8m $2.8m 0.02% Added +27.9k +27,851
36 MILESTONE ASSET MANAGEMENT, LLC 0.71% of their portfolio PITTSBURGH, PA 121,536121.5k $2.8m $2.8m 0.71% Added +26.4k +26,427
37 Kingsview Wealth Management, LLC 0.06% of their portfolio GRANTS PASS, OR 110,615110.6k $2.6m $2.6m 0.06% Reduced -297 -297
38 G&S Capital LLC 1.16% of their portfolio DENVER, CO 109,525109.5k $2.7m $2.7m 1.16% Added +7.6k +7,624
39 Prostatis Group LLC 0.88% of their portfolio HANOVER, MD 107,419107.4k $2.5m $2.5m 0.88% Added +19.2k +19,218
40 MN Wealth Advisors, LLC 1.35% of their portfolio OVERLAND PARK, KS 99,13999.1k $2.3m $2.3m 1.35% Added +6.2k +6,166
41 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 90,38790.4k $2.1m $2.1m 0.03% Reduced -11.8k -11,803
42 Sigma Planning Corp 0.07% of their portfolio ANN ARBOR, MI 90,24890.2k $2.1m $2.1m 0.07% Added +4.9k +4,945
43 Prosperity Financial Group, Inc. 1.32% of their portfolio San Ramon, CA 89,14789.1k $2.1m $2.1m 1.32% Added +17.9k +17,947
44 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 88,79388.8k $2.1m $2.1m 0.01% Added +27.7k +27,677
45 B. Riley Wealth Advisors, Inc. 0.05% of their portfolio MEMPHIS, TN 87,44887.4k $2.0m $2.0m 0.05% Added +34.5k +34,508
46 SILVER OAK SECURITIES, INCORPORATED 0.30% of their portfolio JACKSON, TN 85,33285.3k $2.0m $2.0m 0.30% Added +4.8k +4,756
47 Trueblood Wealth Management, LLC 1.11% of their portfolio LIMA, OH 83,81883.8k $2.0m $2.0m 1.11% Added +3.6k +3,639
48 Semus Wealth Partners LLC 1.41% of their portfolio Boca Raton, FL 78,30978.3k $1.8m $1.8m 1.41% Added +12.9k +12,877
49 Owen LaRue, LLC 1.08% of their portfolio ELIZABETHTOWN, KY 74,33874.3k $1.7m $1.7m 1.08% New
50 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 73,63473.6k $1.7m $1.7m 0.02% Added +13.7k +13,709
51 Foundations Investment Advisors, LLC 0.04% of their portfolio PHOENIX, AZ 71,82971.8k $1.7m $1.7m 0.04% Reduced -1.5k -1,493
52 KPP Advisory Services LLC 0.45% of their portfolio Louisville, KY 71,62971.6k $1.7m $1.7m 0.45% Added +210 +210
53 BlackDiamond Wealth Management, LLC 1.06% of their portfolio NEW YORK, NY 68,95869.0k $1.6m $1.6m 1.06% Added +2.2k +2,164
54 RFG Advisory, LLC 0.05% of their portfolio BIRMINGHAM, AL 68,42668.4k $1.6m $1.6m 0.05% Added +27.9k +27,938
55 Atlas Wealth LLC 0.18% of their portfolio CINCINNATI, OH 65,87465.9k $1.5m $1.5m 0.18% Added +30.3k +30,291
56 WEDBUSH SECURITIES INC 0.05% of their portfolio PASADENA, CA 60,66860.7k $1.4m $1.4m 0.05% Added +29.1k +29,111
57 Capital Investment Advisory Services, LLC 0.14% of their portfolio RALEIGH, NC 56,11456.1k $1.3m $1.3m 0.14% Added +17.6k +17,648
58 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 56,08656.1k $1.3m $1.3m 0.01% First filing
59 Sandy Spring Bank 0.06% of their portfolio Olney, MD 55,07855.1k $1.3m $1.3m 0.06% Added +17.5k +17,504
60 CWM, LLC 0.01% of their portfolio OMAHA, NE 55,02655.0k $1.3m $1.3m 0.01% Added +4.1k +4,136
61 Herold Advisors, Inc. 0.29% of their portfolio New York, NY 53,71353.7k $1.3m $1.3m 0.29% Added +459 +459
62 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 53,63653.6k $1.3m $1.3m 0.03% Reduced -14.1k -14,100
63 Capital Analysts, LLC 0.05% of their portfolio FORT WASHINGTON, PA 52,51552.5k $1.2m $1.2m 0.05% Added +6.0k +6,010
64 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 52,34052.3k $1.2m $1.2m 0.00% Added +4.6k +4,635
65 ARQ WEALTH ADVISORS, LLC 0.52% of their portfolio SCOTTSDALE, AZ 50,91650.9k $1.2m $1.2m 0.52% Added +10.0k +10,013
66 Stonebridge Financial Planning Group, LLC 0.59% of their portfolio ORLANDO, FL 50,00650.0k $1.2m $1.2m 0.59% Added +11.9k +11,932
67 Sequent Planning LLC 0.39% of their portfolio OMAHA, NE 48,98149.0k $1.1m $1.1m 0.39% Reduced -5.0k -4,959
68 SteelPeak Wealth, LLC 0.05% of their portfolio WOODLAND HILLS, CA 48,75448.8k $1.1m $1.1m 0.05% Added +34.3k +34,304
69 Compound Planning, Inc. 0.08% of their portfolio NEW YORK, NY 48,03848.0k $1.1m $1.1m 0.08% Added +16.8k +16,820
70 Good Life Advisors, LLC 0.09% of their portfolio READING, PA 47,92247.9k $1.1m $1.1m 0.09% Added +19.3k +19,268
71 Delta Investment Management, LLC 0.24% of their portfolio SAN FRANCISCO, CA 47,02947.0k $1.1m $1.1m 0.24% Added +984 +984
72 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 46,54946.5k $1.1m $1.1m 0.04% Added +4.7k +4,651
73 MTM Investment Management, LLC 0.44% of their portfolio SPARTANBURG, SC 45,51245.5k $1.1m $1.1m 0.44% Added +2.7k +2,700
74 BEACON FINANCIAL GROUP 0.12% of their portfolio DALLAS, TX 45,47745.5k $1.1m $1.1m 0.12% Added +6.1k +6,136
75 Secure Asset Management, LLC 0.20% of their portfolio Troy, MI 45,31445.3k $1.1m $1.1m 0.20% Reduced -452 -452
76 VIMA LLC 2.32% of their portfolio TROY, MI 45,01345.0k $1.1m $1.1m 2.32% New
77 Maxwell Wealth Strategies Inc. 0.50% of their portfolio PLEASANTON, CA 43,82243.8k $1.0m $1.0m 0.50% Added +314 +314
78 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 43,80443.8k $1.0m $1.0m 0.01% Added +31.4k +31,371
79 Cherry Creek Investment Advisors, Inc. 0.53% of their portfolio ENGLEWOOD, CO 43,65743.7k $1.0m $1.0m 0.53% Reduced -2.6k -2,586
80 GPS Wealth Strategies Group, LLC 0.15% of their portfolio CENTENNIAL, CO 42,47342.5k $993.0k $993.0k 0.15% Added +4.1k +4,067
81 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 41,22441.2k $963.8k $963.8k 0.04% Added +5.1k +5,066
82 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 41,09641.1k $960.8k $960.8k 0.03% Added +11.6k +11,554
83 Virtue Capital Management, LLC 0.17% of their portfolio BRENTWOOD, TN 39,89339.9k $965.8k $965.8k 0.17% Added +5.8k +5,764
84 Gladstone Institutional Advisory LLC 0.05% of their portfolio Bedminster, NJ 38,59638.6k $902.4k $902.4k 0.05% Added +5.3k +5,272
85 Western Wealth Management, LLC 0.06% of their portfolio GOLDEN, CO 37,39137.4k $874.2k $874.2k 0.06% Added +19.5k +19,492
86 Marshall Financial Group, LLC 0.24% of their portfolio Hunt Valley, MD 37,25937.3k $871.1k $871.1k 0.24% Added +19.1k +19,063
87 Moloney Securities Asset Management, LLC 0.12% of their portfolio MANCHESTER, MO 36,92836.9k $863.4k $863.4k 0.12% Added +9.5k +9,530
88 Garden State Investment Advisory Services LLC 0.28% of their portfolio Red Bank, NJ 34,63034.6k $809.6k $809.6k 0.28% Reduced -9.3k -9,330
89 J.W. COLE ADVISORS, INC. 0.04% of their portfolio TAMPA, FL 33,92533.9k $793.2k $793.2k 0.04% Added +1.2k +1,177
90 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 31,56231.6k $737.9k $737.9k 0.02% New
91 TrueWealth Advisors, LLC 0.25% of their portfolio BIRMINGHAM, AL 29,02829.0k $678.7k $678.7k 0.25% Added +18.7k +18,712
92 Quad-Cities Investment Group, LLC 0.37% of their portfolio DAVENPORT, IA 28,91428.9k $676.0k $676.0k 0.37% Added +20.3k +20,344
93 Avidian Wealth Enterprises, LLC 0.03% of their portfolio Houston, TX 28,62128.6k $669.2k $669.2k 0.03% Added +90 +90
94 Avior Wealth Management, LLC 0.03% of their portfolio OMAHA, NE 28,54428.5k $667.4k $667.4k 0.03% New
95 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 27,61027.6k $645.5k $645.5k 0.02% Added +5.7k +5,747
96 Key Client Fiduciary Advisors, LLC 0.32% of their portfolio Fairfield, NJ 26,95627.0k $630.2k $630.2k 0.32% Reduced -3.9k -3,892
97 Main Street Financial Solutions, LLC 0.06% of their portfolio NEWTOWN, PA 26,86026.9k $628.0k $628.0k 0.06% Added +4.4k +4,400
98 Insight Advisors, LLC/ PA 0.11% of their portfolio Newtown, PA 26,78526.8k $626.3k $626.3k 0.11% Added +156 +156
99 Atlas Private Wealth Advisors 0.10% of their portfolio RED BANK, NJ 25,79025.8k $603.0k $603.0k 0.10% Added +13.2k +13,173
100 First Heartland Consultants, Inc. 0.06% of their portfolio LAKE ST. LOUIS, MO 25,32325.3k $592.0k $592.0k 0.06% Added +6.5k +6,466