Vault-13

FIRST TR EXCHANGE-TRADED FD RDVI

FT VEST RIS · ETP · CUSIP 33738D879

231 institutional holders +6 vs Q4 2024
43,316,02043.3m shares reported held*
$1.0bnreported value*
25 new 135 added 51 reduced 18 sold out net bought ≈ $113.9m (+4.7m 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 ($1.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.78.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 1Q4 22: 16Q1 23: 43Q2 23: 80Q3 23: 102Q4 23: 134Q1 24: 150Q2 24: 168Q3 24: 192Q4 24: 225Q1 25: 231231Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 20221
Q4 202216
Q1 202343
Q2 202380
Q3 2023102
Q4 2023134
Q1 2024150
Q2 2024168
Q3 2024192
Q4 2024225
Q1 2025231

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 24Q4 24: 158 bought or addedQ4 24: 44 cut or sold outQ1 25: 160 bought or addedQ1 25: 69 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023728
Q3 20239211
Q4 20238531
Q1 202411336
Q2 202413230
Q3 202413937
Q4 202415844
Q1 202516069

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10k$20k$30k$40kQ2 24 calls: $0Q2 24 puts: $0Q2 24P/C —Q3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $33.9kQ4 24 puts: $0Q4 24P/C 0.00Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —
Numbers
QuarterCallsPutsP/C
Q2 2024$0$0—
Q3 2024$0$0—
Q4 2024$33.9k$00.00
Q1 2025$0$0—

Biggest buyers

LPL Financial LLC Added +912,535+912.5k
RAYMOND JAMES FINANCIAL INC Added +561,929+561.9k
Atlas Private Wealth Advisors Added +504,035+504.0k
WELLS FARGO & COMPANY/MN Added +492,566+492.6k
ROYAL BANK OF CANADA Added +487,625+487.6k
ADAMSBROWN WEALTH CONSULTANTS LLC New +468,939+468.9k
Luken Investment Analytics, LLC Added +286,132+286.1k
Cetera Investment Advisers Added +190,323+190.3k
Gateway Wealth Partners, LLC New +162,429+162.4k
Prospera Financial Services Inc Added +137,474+137.5k

Biggest sellers

Arax Advisory Partners Reduced -513,198-513.2k
Independent Advisor Alliance Sold out -403,123-403.1k
NATIONS FINANCIAL GROUP INC, /IA/ /ADV Reduced -174,484-174.5k
Whipplewood Advisors, LLC Reduced -118,032-118.0k
Second Half Financial Partners, LLC Reduced -114,230-114.2k
Kestra Advisory Services, LLC Reduced -107,236-107.2k
MN Wealth Advisors, LLC Sold out -94,639-94.6k
JPMORGAN CHASE & CO Reduced -70,841-70.8k
Echo Wealth Management, LLC Reduced -63,143-63.1k
BlackDiamond Wealth Management, LLC Sold out -53,890-53.9k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 6,889,3056.9m $163.4m $163.4m 0.06% Added +912.5k +912,535
2 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,181,6842.2m $51.7m $51.7m 0.02% Added +561.9k +561,929
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,089,0172.1m $49.6m $49.6m 0.01% Added +492.6k +492,566
4 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 1,700,0311.7m $40.3m $40.3m 0.06% Added +59.7k +59,709
5 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,672,7621.7m $39.7m $39.7m 0.01% Added +487.6k +487,625
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,656,1211.7m $39.3m $39.3m 0.01% Reduced -13.5k -13,544
7 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 1,472,6461.5m $34.9m $34.9m 0.04% Added +13.2k +13,200
8 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 1,362,2851.4m $32.3m $32.3m 0.06% Added +190.3k +190,323
9 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 1,333,4901.3m $31.6m $31.6m 0.05% Reduced -45.6k -45,564
10 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 1,171,9601.2m $27.8m $27.8m 0.06% Added +60.8k +60,791
11 Spectrum Wealth Counsel, LLC 3.02% of their portfolio INDIANAPOLIS, IN 1,061,4451.1m $25.2m $25.2m 3.02% Added +11.0k +11,046
12 Baird Financial Group, Inc. 0.04% of their portfolio MILWAUKEE, WI 924,709924.7k $21.9m $21.9m 0.04% Added +117.8k +117,772
13 PINNACLE ASSOCIATES LTD 0.25% of their portfolio NEW YORK, NY 731,707731.7k $17.4m $17.4m 0.25% Added +104.1k +104,096
14 PARK NATIONAL CORP /OH/ 0.61% of their portfolio NEWARK, OH 700,203700.2k $16.6m $16.6m 0.61% Added +9.7k +9,660
15 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 671,580671.6k $15.9m $15.9m 0.05% Added +21.3k +21,346
16 Luken Investment Analytics, LLC 7.43% of their portfolio BRENTWOOD, TN 668,603668.6k $15.9m $15.9m 7.43% Added +286.1k +286,132
17 Second Half Financial Partners, LLC 7.30% of their portfolio SEBRING, FL 620,431620.4k $14.7m $14.7m 7.30% Reduced -114.2k -114,230
18 Prospera Financial Services Inc 0.32% of their portfolio Dallas, TX 580,680580.7k $13.8m $13.8m 0.32% Added +137.5k +137,474
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 553,881553.9k $13.1m $13.1m 0.03% Added +48.3k +48,291
20 Atlas Private Wealth Advisors 1.76% of their portfolio RED BANK, NJ 532,154532.2k $12.6m $12.6m 1.76% Added +504.0k +504,035
21 Arax Advisory Partners 0.80% of their portfolio NEW YORK, NY 524,753524.8k $12.4m $12.4m 0.80% Reduced -513.2k -513,198
22 HARBOUR INVESTMENTS, INC. 0.35% of their portfolio MADISON, WI 512,004512.0k $12.1m $12.1m 0.35% Added +48.4k +48,438
23 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 503,736503.7k $11.9m $11.9m 0.03% Reduced -27.3k -27,337
24 VestGen Advisors, LLC 0.53% of their portfolio CHICAGO, IL 487,590487.6k $11.6m $11.6m 0.53% First filing
25 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 469,604469.6k $11.1m $11.1m 0.05% Reduced -107.2k -107,236
26 ADAMSBROWN WEALTH CONSULTANTS LLC 3.49% of their portfolio WICHITA, KS 468,939468.9k $11.1m $11.1m 3.49% New
27 Argent Advisors, Inc. 3.16% of their portfolio RUSTON, LA 398,017398.0k $9.4m $9.4m 3.16% Added +134.2k +134,151
28 B. Riley Wealth Advisors, Inc. 0.26% of their portfolio MEMPHIS, TN 362,225362.2k $8.6m $8.6m 0.26% Added +31.9k +31,862
29 Summit Financial Wealth Advisors, LLC 1.64% of their portfolio Lafayette, LA 347,949347.9k $8.3m $8.3m 1.64% Added +30.5k +30,519
30 Echo Wealth Management, LLC 5.38% of their portfolio PLYMOUTH, MN 335,481335.5k $8.0m $8.0m 5.38% Reduced -63.1k -63,143
31 Integrated Wealth Concepts LLC 0.09% of their portfolio WALTHAM, MA 319,490319.5k $7.6m $7.6m 0.09% Added +24.8k +24,796
32 Pinnacle Wealth Management Advisory Group, LLC 0.65% of their portfolio RED BANK, NJ 294,212294.2k $7.0m $7.0m 0.65% Added +54.1k +54,117
33 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 280,235280.2k $6.6m $6.6m 0.01% Added +2.4k +2,379
34 Good Life Advisors, LLC 0.44% of their portfolio READING, PA 265,437265.4k $6.3m $6.3m 0.44% Added +88.0k +88,006
35 SILVER OAK SECURITIES, INCORPORATED 0.58% of their portfolio JACKSON, TN 263,693263.7k $6.2m $6.2m 0.58% Added +31.7k +31,734
36 Ergawealth Advisors, Inc. 3.01% of their portfolio OAK BROOK, IL 255,887255.9k $6.1m $6.1m 3.01% Added +32.9k +32,903
37 Mariner, LLC 0.01% of their portfolio Overland Park, KS 243,196243.2k $5.8m $5.8m 0.01% Added +22.8k +22,785
38 Midwest Financial Group LLC 3.19% of their portfolio Overland Park, KS 231,518231.5k $5.5m $5.5m 3.19% Reduced -42.5k -42,472
39 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 208,446208.4k $4.9m $4.9m 0.03% Added +13.5k +13,543
40 &PARTNERS 0.05% of their portfolio NASHVILLE, TN 201,725201.7k $4.7m $4.7m 0.05% Added +48.7k +48,659
41 Concurrent Investment Advisors, LLC 0.11% of their portfolio Tampa, FL 191,755191.8k $4.5m $4.5m 0.11% Added +55.1k +55,148
42 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 181,790181.8k $4.3m $4.3m 0.03% Reduced -15.6k -15,612
43 Kingsview Wealth Management, LLC 0.07% of their portfolio GRANTS PASS, OR 166,909166.9k $4.0m $4.0m 0.07% Reduced -6.1k -6,104
44 Gateway Wealth Partners, LLC 0.87% of their portfolio APPLETON, WI 162,429162.4k $3.9m $3.9m 0.87% New
45 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 156,390156.4k $3.7m $3.7m 0.02% Added +13.4k +13,365
46 Prostatis Group LLC 1.08% of their portfolio HANOVER, MD 144,899144.9k $3.4m $3.4m 1.08% Added +5.5k +5,453
47 Capital Investment Advisory Services, LLC 0.29% of their portfolio RALEIGH, NC 137,672137.7k $3.3m $3.3m 0.29% Added +63.5k +63,533
48 Snowden Capital Advisors LLC 0.10% of their portfolio New York, NY 130,763130.8k $3.1m $3.1m 0.10% Added +15.3k +15,281
49 G&S Capital LLC 1.32% of their portfolio DENVER, CO 130,685130.7k $3.1m $3.1m 1.32% Added +9.1k +9,129
50 Prosperity Financial Group, Inc. 1.54% of their portfolio San Ramon, CA 130,124130.1k $3.1m $3.1m 1.54% Added +28.0k +27,951
51 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 128,715128.7k $3.1m $3.1m 0.01% Added +79.9k +79,941
52 Trueblood Wealth Management, LLC 1.36% of their portfolio LIMA, OH 123,564123.6k $2.9m $2.9m 1.36% Added +25.3k +25,256
53 Patriot Financial Group Insurance Agency, LLC 0.39% of their portfolio Westborough, MA 122,030122.0k $2.9m $2.9m 0.39% Added +23.6k +23,646
54 Semus Wealth Partners LLC 1.91% of their portfolio Boca Raton, FL 115,354115.4k $2.7m $2.7m 1.91% Added +16.3k +16,276
55 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 112,612112.6k $2.7m $2.7m 0.02% Added +5.0k +4,966
56 Atlas Wealth LLC 1.04% of their portfolio CINCINNATI, OH 112,560112.6k $2.7m $2.7m 1.04% Reduced -10.1k -10,119
57 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 110,807110.8k $2.6m $2.6m 0.00% Added +75.7k +75,734
58 ARQ WEALTH ADVISORS, LLC 0.97% of their portfolio SCOTTSDALE, AZ 109,947109.9k $2.6m $2.6m 0.97% Added +47.5k +47,546
59 Global Assets Advisory, LLC 0.46% of their portfolio ORLANDO, FL 107,850107.8k $2.4m $2.4m 0.46% Added +71.4k +71,400
60 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 99,24099.2k $2.4m $2.4m 0.00% New
61 Owen LaRue, LLC 1.13% of their portfolio ELIZABETHTOWN, KY 95,27495.3k $2.3m $2.3m 1.13% Added +1.5k +1,489
62 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 93,59593.6k $2.2m $2.2m 0.03% Added +2.5k +2,460
63 RFG Advisory, LLC 0.06% of their portfolio BIRMINGHAM, AL 91,97692.0k $2.2m $2.2m 0.06% Added +17.7k +17,694
64 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 91,47991.5k $2.2m $2.2m 0.02% Added +6.4k +6,374
65 StoneX Group Inc. 0.12% of their portfolio NEW YORK, NY 90,07990.1k $2.1m $2.1m 0.12% Added +9.8k +9,845
66 J.W. COLE ADVISORS, INC. 0.06% of their portfolio TAMPA, FL 88,04388.0k $2.1m $2.1m 0.06% Added +41.9k +41,936
67 Capital Analysts, LLC 0.08% of their portfolio FORT WASHINGTON, PA 88,01988.0k $2.1m $2.1m 0.08% Added +10.8k +10,751
68 Rehmann Capital Advisory Group 0.13% of their portfolio LANSING, MI 87,93587.9k $2.1m $2.1m 0.13% Reduced -19.4k -19,379
69 KPP Advisory Services LLC 0.39% of their portfolio Louisville, KY 86,34486.3k $2.0m $2.0m 0.39% Added +5.5k +5,479
70 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 85,81685.8k $2.0m $2.0m 0.02% Added +43.7k +43,708
71 Truvestments Capital LLC 0.42% of their portfolio SARASOTA, FL 81,49981.5k $1.9m $1.9m 0.42% Reduced -11.7k -11,656
72 IFP Advisors, Inc 0.06% of their portfolio TAMPA, FL 79,80479.8k $1.9m $1.9m 0.06% Added +8.9k +8,924
73 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 79,30579.3k $1.9m $1.9m 0.02% Added +21.7k +21,679
74 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 73,20773.2k $1.8m $1.8m 0.01% Added +45.3k +45,305
75 Delta Investment Management, LLC 0.34% of their portfolio SAN FRANCISCO, CA 71,88871.9k $1.7m $1.7m 0.34% Reduced -20.3k -20,280
76 WEDBUSH SECURITIES INC 0.06% of their portfolio PASADENA, CA 69,07569.1k $1.6m $1.6m 0.06% Added +2.1k +2,056
77 Sigma Planning Corp 0.05% of their portfolio ANN ARBOR, MI 67,90967.9k $1.6m $1.6m 0.05% Reduced -19.7k -19,712
78 Econ Financial Services Corp 0.84% of their portfolio HARRISBURG, PA 66,55166.6k $1.6m $1.6m 0.84% New
79 Harvest Investment Services, LLC 0.43% of their portfolio Oakbrook Terrace, IL 65,06665.1k $1.5m $1.5m 0.43% Reduced -39.5k -39,530
80 Ausdal Financial Partners, Inc. 0.11% of their portfolio Davenport, IA 63,54563.5k $1.5m $1.5m 0.11% New
81 Stonebridge Financial Planning Group, LLC 0.69% of their portfolio ORLANDO, FL 63,44563.4k $1.5m $1.5m 0.69% Added +8.4k +8,364
82 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 62,49962.5k $1.5m $1.5m 0.03% Reduced -4.4k -4,438
83 CWM, LLC 0.01% of their portfolio OMAHA, NE 62,12762.1k $1.5m $1.5m 0.01% Added +2.5k +2,519
84 Ameritas Advisory Services, LLC 0.06% of their portfolio Lincoln, NE 61,37961.4k $1.5m $1.5m 0.06% Added +7.2k +7,197
85 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 58,68158.7k $1.4m $1.4m 0.00% Added +32.3k +32,293
86 Lifeworks Advisors, LLC 0.23% of their portfolio GRAND RAPIDS, MI 58,30258.3k $1.4m $1.4m 0.23% New
87 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 57,87457.9k $1.4m $1.4m 0.02% Added +2.9k +2,884
88 Virtue Capital Management, LLC 0.16% of their portfolio BRENTWOOD, TN 56,94956.9k $1.3m $1.3m 0.16% New
89 Moloney Securities Asset Management, LLC 0.18% of their portfolio MANCHESTER, MO 56,55456.6k $1.3m $1.3m 0.18% Added +997 +997
90 Sandy Spring Bank 0.06% of their portfolio Olney, MD 56,35056.4k $1.3m $1.3m 0.06% Added +347 +347
91 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 55,75855.8k $1.3m $1.3m 0.00% New
92 Boyce & Associates Wealth Consulting, Inc. 1.32% of their portfolio CEDAR PARK, TX 55,64255.6k $1.3m $1.3m 1.32% Added +9.2k +9,206
93 BEACON FINANCIAL GROUP 0.14% of their portfolio DALLAS, TX 55,00955.0k $1.3m $1.3m 0.14% Added +6.6k +6,559
94 Sequent Planning LLC 0.46% of their portfolio OMAHA, NE 54,10454.1k $1.3m $1.3m 0.46% Reduced -149 -149
95 Herold Advisors, Inc. 0.27% of their portfolio New York, NY 52,34852.3k $1.2m $1.2m 0.27% Reduced -2.2k -2,216
96 Balboa Wealth Partners 0.29% of their portfolio SCOTTSDALE, AZ 51,25051.2k $1.2m $1.2m 0.29% Added +2.5k +2,535
97 Quad-Cities Investment Group, LLC 0.60% of their portfolio DAVENPORT, IA 50,89550.9k $1.2m $1.2m 0.60% Added +10.3k +10,277
98 GPS Wealth Strategies Group, LLC 0.16% of their portfolio CENTENNIAL, CO 50,40550.4k $1.2m $1.2m 0.16% Added +8.0k +7,974
99 MTM Investment Management, LLC 0.46% of their portfolio SPARTANBURG, SC 49,66249.7k $1.2m $1.2m 0.46% Unchanged
100 Secure Asset Management, LLC 0.24% of their portfolio Troy, MI 49,63449.6k $1.2m $1.2m 0.24% Added +859 +859