Vault-13

FIRST TR EXCHANGE-TRADED FD RDVI

FT VEST RIS · ETP · CUSIP 33738D879

192 institutional holders +24 vs Q2 2024
31,273,74931.3m shares reported held*
$770.2mreported value*
27 new 112 added 33 reduced 4 sold out net bought ≈ $119.0m (+4.8m 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 ($1.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $24.63.

Trends to Q3 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: 168Q3 24: 192192Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 20221
Q4 202216
Q1 202343
Q2 202380
Q3 2023102
Q4 2023134
Q1 2024150
Q2 2024168
Q3 2024192

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 outQ1 23: 40 bought or addedQ1 23: 2 cut or sold outQ1 23Q2 23: 72 bought or addedQ2 23: 8 cut or sold outQ3 23: 92 bought or addedQ3 23: 11 cut or sold outQ3 23Q4 23: 85 bought or addedQ4 23: 31 cut or sold outQ1 24: 113 bought or addedQ1 24: 36 cut or sold outQ1 24Q2 24: 132 bought or addedQ2 24: 30 cut or sold outQ3 24: 139 bought or addedQ3 24: 37 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022151
Q1 2023402
Q2 2023728
Q3 20239211
Q4 20238531
Q1 202411336
Q2 202413230
Q3 202413937

Biggest buyers

LPL Financial LLC Added +786,394+786.4k
WELLS FARGO & COMPANY/MN Added +729,942+729.9k
Luken Investment Analytics, LLC Added +374,698+374.7k
RAYMOND JAMES & ASSOCIATES Added +332,445+332.4k
COMMONWEALTH EQUITY SERVICES, LLC Added +221,583+221.6k
ENVESTNET ASSET MANAGEMENT INC Added +197,384+197.4k
Spectrum Wealth Counsel, LLC Added +189,767+189.8k
Raymond James Financial Services Advisors, Inc. Added +188,461+188.5k
TRUIST FINANCIAL CORP Added +172,994+173.0k
HARBOUR INVESTMENTS, INC. Added +155,679+155.7k

Biggest sellers

PINNACLE ASSOCIATES LTD Reduced -306,122-306.1k
JANE STREET GROUP, LLC Reduced -179,562-179.6k
Prospera Financial Services Inc Reduced -124,996-125.0k
Mariner, LLC Reduced -102,331-102.3k
Virtue Capital Management, LLC Sold out -39,893-39.9k
B. Riley Wealth Advisors, Inc. Reduced -35,107-35.1k
Cherry Creek Investment Advisors, Inc. Reduced -28,785-28.8k
Cambridge Investment Research Advisors, Inc. Reduced -24,449-24.4k
AVANTAX ADVISORY SERVICES, INC. Reduced -24,058-24.1k
Strategic Financial Concepts, LLC Sold out -22,411-22.4k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 5,318,9515.3m $131.1m $131.1m 0.06% Added +786.4k +786,394
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,776,1281.8m $43.8m $43.8m 0.01% Added +197.4k +197,384
3 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 1,486,7501.5m $36.6m $36.6m 0.06% Added +221.6k +221,583
4 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 1,439,8411.4m $35.5m $35.5m 0.08% Added +44.6k +44,575
5 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 1,309,2751.3m $32.3m $32.3m 0.03% Added +122.3k +122,266
6 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 1,283,6931.3m $31.6m $31.6m 0.05% Added +173.0k +172,994
7 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,151,1361.2m $28.4m $28.4m 0.01% Added +103.7k +103,669
8 Spectrum Wealth Counsel, LLC 3.07% of their portfolio INDIANAPOLIS, IN 1,054,0051.1m $26.0m $26.0m 3.07% Added +189.8k +189,767
9 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 1,045,2361.0m $25.8m $25.8m 0.06% Added +151.8k +151,830
10 Baird Financial Group, Inc. 0.04% of their portfolio MILWAUKEE, WI 753,403753.4k $18.6m $18.6m 0.04% Added +27.8k +27,803
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 731,525731.5k $18.0m $18.0m 0.00% Added +729.9k +729,942
12 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 675,626675.6k $16.6m $16.6m 0.02% Added +188.5k +188,461
13 PARK NATIONAL CORP /OH/ 0.57% of their portfolio NEWARK, OH 660,661660.7k $16.3m $16.3m 0.57% Added +58.2k +58,245
14 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 551,019551.0k $13.6m $13.6m 0.05% Reduced -24.4k -24,449
15 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 462,364462.4k $11.4m $11.4m 0.01% Added +332.4k +332,445
16 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 415,596415.6k $10.2m $10.2m 0.03% Added +35.2k +35,172
17 HARBOUR INVESTMENTS, INC. 0.30% of their portfolio MADISON, WI 408,584408.6k $10.1m $10.1m 0.30% Added +155.7k +155,679
18 Cedrus LLC 3.68% of their portfolio Littleton, CO 403,556403.6k $9.9m $9.9m 3.68% Added +27.1k +27,085
19 Echo Wealth Management, LLC 6.89% of their portfolio PLYMOUTH, MN 398,183398.2k $9.9m $9.9m 6.89% Added +20.6k +20,595
20 Prospera Financial Services Inc 0.25% of their portfolio Dallas, TX 391,427391.4k $9.6m $9.6m 0.25% Reduced -125.0k -124,996
21 Second Half Financial Partners, LLC 5.06% of their portfolio SEBRING, FL 387,223387.2k $9.5m $9.5m 5.06% Reduced -13.4k -13,379
22 Luken Investment Analytics, LLC 4.33% of their portfolio BRENTWOOD, TN 382,994383.0k $9.4m $9.4m 4.33% Added +374.7k +374,698
23 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 354,070354.1k $8.7m $8.7m 0.05% Added +38.9k +38,928
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 328,554328.6k $8.1m $8.1m 0.02% Added +154.3k +154,321
25 Integrated Wealth Concepts LLC 0.08% of their portfolio WALTHAM, MA 280,104280.1k $6.9m $6.9m 0.08% Added +53.6k +53,581
26 Midwest Financial Group LLC 3.91% of their portfolio Overland Park, KS 270,136270.1k $6.7m $6.7m 3.91% Added +5.8k +5,835
27 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 257,363257.4k $6.3m $6.3m 0.01% Added +8.1k +8,106
28 PINNACLE ASSOCIATES LTD 0.09% of their portfolio NEW YORK, NY 234,493234.5k $5.4m $5.4m 0.09% Reduced -306.1k -306,122
29 Ergawealth Advisors, Inc. 2.71% of their portfolio OAK BROOK, IL 222,040222.0k $5.5m $5.5m 2.71% Added +18.4k +18,350
30 Pinnacle Wealth Management Advisory Group, LLC 0.48% of their portfolio RED BANK, NJ 205,506205.5k $5.1m $5.1m 0.48% Added +4.2k +4,250
31 Mariner, LLC 0.01% of their portfolio Overland Park, KS 193,385193.4k $4.8m $4.8m 0.01% Reduced -102.3k -102,331
32 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.33% of their portfolio CEDAR RAPIDS, IA 182,701182.7k $4.5m $4.5m 0.33% Added +14.0k +14,024
33 Kingsview Wealth Management, LLC 0.09% of their portfolio GRANTS PASS, OR 177,725177.7k $4.4m $4.4m 0.09% Added +67.1k +67,110
34 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 176,783176.8k $4.4m $4.4m 0.03% Reduced -24.1k -24,058
35 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 156,397156.4k $3.9m $3.9m 0.02% Added +34.8k +34,838
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 147,128147.1k $3.6m $3.6m 0.00% Reduced -15.2k -15,202
37 Rehmann Capital Advisory Group 0.22% of their portfolio LANSING, MI 134,470134.5k $3.3m $3.3m 0.22% Added +1.2k +1,170
38 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 124,769124.8k $3.2m $3.2m 0.06% New
39 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 123,507123.5k $3.0m $3.0m 0.02% Added +34.7k +34,714
40 Prostatis Group LLC 0.98% of their portfolio HANOVER, MD 121,198121.2k $3.0m $3.0m 0.98% Added +13.8k +13,779
41 G&S Capital LLC 1.17% of their portfolio DENVER, CO 113,044113.0k $2.8m $2.8m 1.17% Added +3.5k +3,519
42 MILESTONE ASSET MANAGEMENT, LLC 0.59% of their portfolio PITTSBURGH, PA 106,749106.7k $2.6m $2.6m 0.59% Reduced -14.8k -14,787
43 Prosperity Financial Group, Inc. 1.45% of their portfolio San Ramon, CA 104,481104.5k $2.6m $2.6m 1.45% Added +15.3k +15,334
44 SILVER OAK SECURITIES, INCORPORATED 0.26% of their portfolio JACKSON, TN 99,78799.8k $2.5m $2.5m 0.26% Added +14.5k +14,455
45 Truvestments Capital LLC 0.66% of their portfolio SARASOTA, FL 99,25999.3k $2.4m $2.4m 0.66% New
46 Financial Enhancement Group LLC 0.39% of their portfolio ANDERSON, IN 97,96998.0k $2.0m $2.0m 0.39% New
47 Snowden Capital Advisors LLC 0.07% of their portfolio New York, NY 94,70894.7k $2.3m $2.3m 0.07% Added +53.6k +53,612
48 MN Wealth Advisors, LLC 1.32% of their portfolio OVERLAND PARK, KS 94,30094.3k $2.3m $2.3m 1.32% Reduced -4.8k -4,839
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 91,94891.9k $2.3m $2.3m 0.00% Added +72.6k +72,578
50 Sigma Planning Corp 0.07% of their portfolio ANN ARBOR, MI 91,39891.4k $2.3m $2.3m 0.07% Added +1.1k +1,150
51 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 89,73289.7k $2.2m $2.2m 0.03% Reduced -655 -655
52 Semus Wealth Partners LLC 1.54% of their portfolio Boca Raton, FL 89,62489.6k $2.2m $2.2m 1.54% Added +11.3k +11,315
53 Trueblood Wealth Management, LLC 1.09% of their portfolio LIMA, OH 88,27788.3k $2.2m $2.2m 1.09% Added +4.5k +4,459
54 Patriot Financial Group Insurance Agency, LLC 0.29% of their portfolio Westborough, MA 88,00488.0k $2.2m $2.2m 0.29% Added +64.6k +64,610
55 KPP Advisory Services LLC 0.48% of their portfolio Louisville, KY 81,57581.6k $2.0m $2.0m 0.48% Added +9.9k +9,946
56 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 79,70079.7k $2.0m $2.0m 0.02% Added +6.1k +6,066
57 Atlas Wealth LLC 0.80% of their portfolio CINCINNATI, OH 75,47675.5k $1.9m $1.9m 0.80% Added +9.6k +9,602
58 RFG Advisory, LLC 0.05% of their portfolio BIRMINGHAM, AL 73,20873.2k $1.8m $1.8m 0.05% Added +4.8k +4,782
59 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 72,93972.9k $1.8m $1.8m 0.01% Added +20.6k +20,599
60 Harvest Investment Services, LLC 0.54% of their portfolio Oakbrook Terrace, IL 68,84468.8k $1.7m $1.7m 0.54% New
61 Capital Investment Advisory Services, LLC 0.16% of their portfolio RALEIGH, NC 68,49568.5k $1.7m $1.7m 0.16% Added +12.4k +12,381
62 Owen LaRue, LLC 0.89% of their portfolio ELIZABETHTOWN, KY 68,19468.2k $1.7m $1.7m 0.89% Reduced -6.1k -6,144
63 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 67,71267.7k $1.8m $1.8m 0.01% Added +11.6k +11,626
64 Good Life Advisors, LLC 0.10% of their portfolio READING, PA 67,58167.6k $1.7m $1.7m 0.10% Added +19.7k +19,659
65 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 67,45867.5k $1.7m $1.7m 0.03% Reduced -4.4k -4,371
66 Concurrent Investment Advisors, LLC 0.05% of their portfolio Tampa, FL 64,29064.3k $1.6m $1.6m 0.05% Added +50.2k +50,208
67 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 61,22161.2k $1.5m $1.5m 0.02% Added +17.4k +17,417
68 WEDBUSH SECURITIES INC 0.06% of their portfolio PASADENA, CA 60,68960.7k $1.5m $1.5m 0.06% Added +21 +21
69 Capital Analysts, LLC 0.06% of their portfolio FORT WASHINGTON, PA 59,93559.9k $1.5m $1.5m 0.06% Added +7.4k +7,420
70 IFP Advisors, Inc 0.05% of their portfolio TAMPA, FL 59,73159.7k $1.5m $1.5m 0.05% Added +18.5k +18,507
71 Delta Investment Management, LLC 0.30% of their portfolio SAN FRANCISCO, CA 59,01359.0k $1.5m $1.5m 0.30% Added +12.0k +11,984
72 CWM, LLC 0.01% of their portfolio OMAHA, NE 56,10656.1k $1.4m $1.4m 0.01% Added +1.1k +1,080
73 Sowell Financial Services LLC 0.06% of their portfolio NORTH LITTLE ROCK, AR 55,98556.0k $1.4m $1.4m 0.06% New
74 Sandy Spring Bank 0.06% of their portfolio Olney, MD 55,53355.5k $1.4m $1.4m 0.06% Added +455 +455
75 Sequent Planning LLC 0.47% of their portfolio OMAHA, NE 55,34955.3k $1.4m $1.4m 0.47% Added +6.4k +6,368
76 ARQ WEALTH ADVISORS, LLC 0.51% of their portfolio SCOTTSDALE, AZ 54,76654.8k $1.3m $1.3m 0.51% Added +3.9k +3,850
77 Moloney Securities Asset Management, LLC 0.18% of their portfolio MANCHESTER, MO 54,15154.2k $1.3m $1.3m 0.18% Added +17.2k +17,223
78 Herold Advisors, Inc. 0.29% of their portfolio New York, NY 53,98454.0k $1.3m $1.3m 0.29% Added +271 +271
79 BlackDiamond Wealth Management, LLC 0.85% of their portfolio NEW YORK, NY 53,87053.9k $1.4m $1.4m 0.85% Reduced -15.1k -15,088
80 VIMA LLC 2.70% of their portfolio TROY, MI 53,46653.5k $1.3m $1.3m 2.70% Added +8.5k +8,453
81 B. Riley Wealth Advisors, Inc. 0.04% of their portfolio MEMPHIS, TN 52,34152.3k $1.3m $1.3m 0.04% Reduced -35.1k -35,107
82 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 50,59550.6k $1.2m $1.2m 0.05% Added +4.0k +4,046
83 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 50,56550.6k $1.2m $1.2m 0.02% Reduced -3.1k -3,071
84 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 48,17348.2k $1.2m $1.2m 0.04% New
85 Stonebridge Financial Planning Group, LLC 0.57% of their portfolio ORLANDO, FL 48,15548.2k $1.2m $1.2m 0.57% Reduced -1.9k -1,851
86 Compound Planning, Inc. 0.07% of their portfolio NEW YORK, NY 48,03048.0k $1.2m $1.2m 0.07% Reduced -8 -8
87 BEACON FINANCIAL GROUP 0.13% of their portfolio DALLAS, TX 47,78447.8k $1.2m $1.2m 0.13% Added +2.3k +2,307
88 SteelPeak Wealth, LLC 0.05% of their portfolio WOODLAND HILLS, CA 47,45447.5k $1.2m $1.2m 0.05% Reduced -1.3k -1,300
89 Secure Asset Management, LLC 0.19% of their portfolio Troy, MI 46,73646.7k $1.2m $1.2m 0.19% Added +1.4k +1,422
90 MTM Investment Management, LLC 0.44% of their portfolio SPARTANBURG, SC 45,71245.7k $1.1m $1.1m 0.44% Added +200 +200
91 Gladstone Institutional Advisory LLC 0.05% of their portfolio Bedminster, NJ 43,59843.6k $1.1m $1.1m 0.05% Added +5.0k +5,002
92 Maxwell Wealth Strategies Inc. 0.45% of their portfolio PLEASANTON, CA 42,97243.0k $1.1m $1.1m 0.45% Reduced -850 -850
93 GPS Wealth Strategies Group, LLC 0.14% of their portfolio CENTENNIAL, CO 42,80242.8k $1.1m $1.1m 0.14% Added +329 +329
94 StoneX Group Inc. 0.08% of their portfolio NEW YORK, NY 41,90741.9k $1.0m $1.0m 0.08% Added +23.2k +23,192
95 Western Wealth Management, LLC 0.06% of their portfolio GOLDEN, CO 40,89440.9k $1.0m $1.0m 0.06% Added +3.5k +3,503
96 Marshall Financial Group, LLC 0.23% of their portfolio Hunt Valley, MD 38,31038.3k $944.0k $944.0k 0.23% Added +1.1k +1,051
97 Ashton Thomas Private Wealth, LLC 0.05% of their portfolio SCOTTSDALE, AZ 37,10337.1k $914.2k $914.2k 0.05% Added +35.4k +35,356
98 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 36,94436.9k $910.3k $910.3k 0.02% Added +5.4k +5,382
99 Garden State Investment Advisory Services LLC 0.29% of their portfolio Red Bank, NJ 36,69536.7k $904.2k $904.2k 0.29% Added +2.1k +2,065
100 Quad-Cities Investment Group, LLC 0.45% of their portfolio DAVENPORT, IA 36,58036.6k $901.3k $901.3k 0.45% Added +7.7k +7,666