Vault-13

FIRST TR EXCHANGE-TRADED FD RDVI

FT VEST RIS · ETP · CUSIP 33738D879

282 institutional holders +1 vs Q4 2025
66,601,55066.6m shares reported held*
$1.7bnreported value*
25 new 174 added 59 reduced 23 sold out net bought ≈ $204.6m (+8.0m 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 ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.57. Options: 1 managers hold calls ($1.3m notional), 0 hold puts (—).

Trends to Q1 2026

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: 231Q2 25: 246Q3 25: 249Q4 25: 281Q1 26: 282282Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 20221
Q4 202216
Q1 202343
Q2 202380
Q3 2023102
Q4 2023134
Q1 2024150
Q2 2024168
Q3 2024192
Q4 2024225
Q1 2025231
Q2 2025246
Q3 2025249
Q4 2025281
Q1 2026282

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q2 25: 169 bought or addedQ2 25: 75 cut or sold outQ3 25: 173 bought or addedQ3 25: 72 cut or sold outQ3 25Q4 25: 186 bought or addedQ4 25: 74 cut or sold outQ1 26: 199 bought or addedQ1 26: 82 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202413230
Q3 202413937
Q4 202415844
Q1 202516069
Q2 202516975
Q3 202517372
Q4 202518674
Q1 202619982

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ2 25 calls: $748.7kQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $258.5kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $267.6kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $1.3mQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$748.7k$00.00
Q3 2025$258.5k$00.00
Q4 2025$267.6k$00.00
Q1 2026$1.3m$00.00

Biggest buyers

LPL Financial LLC Added +1,301,363+1.3m
Independent Advisor Alliance New +1,146,879+1.1m
WELLS FARGO & COMPANY/MN Added +832,357+832.4k
Steward Partners Investment Advisory, LLC Added +392,588+392.6k
Stratos Wealth Partners, LTD. Added +362,521+362.5k
Aptus Capital Advisors, LLC Added +354,316+354.3k
Cetera Investment Advisers Added +326,378+326.4k
HARBOUR INVESTMENTS, INC. Added +306,371+306.4k
ROYAL BANK OF CANADA Added +296,590+296.6k
Kestra Advisory Services, LLC Added +249,373+249.4k

Biggest sellers

Luken Investment Analytics, LLC Reduced -277,927-277.9k
RAYMOND JAMES FINANCIAL INC Reduced -203,016-203.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -195,738-195.7k
Coppell Advisory Solutions LLC Sold out -163,125-163.1k
Cambridge Investment Research Advisors, Inc. Reduced -104,107-104.1k
Atlas Private Wealth Advisors Reduced -78,123-78.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -64,265-64.3k
STEPHENS INC /AR/ Reduced -55,210-55.2k
Lifeworks Advisors, LLC Sold out -53,461-53.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -50,121-50.1k

Biggest calls

CITADEL ADVISORS LLC Added $1.3m50.0k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 11,337,01711.3m $289.7m $289.7m 0.08% Added +1.3m +1,301,363
2 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 3,761,3133.8m $96.1m $96.1m 0.02% Added +832.4k +832,357
3 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 3,558,0843.6m $90.9m $90.9m 0.03% Reduced -203.0k -203,016
4 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,478,6962.5m $63.3m $63.3m 0.01% Added +296.6k +296,590
5 STIFEL FINANCIAL CORP 0.06% of their portfolio ST. LOUIS, MO 2,455,6772.5m $62.7m $62.7m 0.06% Added +195.4k +195,372
6 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 2,448,1072.4m $62.5m $62.5m 0.07% Added +326.4k +326,378
7 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 2,181,7262.2m $55.7m $55.7m 0.08% Added +87.6k +87,573
8 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 2,015,7102.0m $51.5m $51.5m 0.07% Added +41.3k +41,343
9 Kestra Advisory Services, LLC 0.12% of their portfolio AUSTIN, TX 1,259,7251.3m $32.2m $32.2m 0.12% Added +249.4k +249,373
10 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 1,177,7641.2m $30.1m $30.1m 0.05% Added +177.3k +177,292
11 Independent Advisor Alliance 0.31% of their portfolio CHARLOTTE, NC 1,146,8791.1m $29.3m $29.3m 0.31% New
12 HARBOUR INVESTMENTS, INC. 0.37% of their portfolio MADISON, WI 934,811934.8k $23.9m $23.9m 0.37% Added +306.4k +306,371
13 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 911,414911.4k $23.3m $23.3m 0.06% Reduced -104.1k -104,107
14 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 854,046854.0k $21.8m $21.8m 0.01% Reduced -64.3k -64,265
15 PINNACLE ASSOCIATES LTD 0.28% of their portfolio NEW YORK, NY 842,134842.1k $21.5m $21.5m 0.28% Added +6.2k +6,177
16 Arax Advisory Partners 0.55% of their portfolio NEW YORK, NY 762,596762.6k $19.5m $19.5m 0.55% Added +33.5k +33,503
17 Merit Financial Group, LLC 0.14% of their portfolio ALPHARETTA, GA 729,089729.1k $18.6m $18.6m 0.14% Added +56.0k +55,961
18 PARK NATIONAL CORP /OH/ 0.53% of their portfolio NEWARK, OH 680,532680.5k $17.4m $17.4m 0.53% Added +6.7k +6,715
19 Prospera Financial Services Inc 0.28% of their portfolio Dallas, TX 678,830678.8k $17.3m $17.3m 0.28% Added +119.8k +119,754
20 ADAMSBROWN WEALTH CONSULTANTS LLC 4.54% of their portfolio WICHITA, KS 671,774671.8k $17.2m $17.2m 4.54% Added +26.0k +25,958
21 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 666,175666.2k $17.0m $17.0m 0.04% Added +37.5k +37,515
22 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 656,856656.9k $16.8m $16.8m 0.02% Reduced -40.5k -40,520
23 Second Half Financial Partners, LLC 7.23% of their portfolio SEBRING, FL 628,118628.1k $16.0m $16.0m 7.23% Unchanged
24 Prime Capital Investment Advisors, LLC 0.18% of their portfolio OVERLAND PARK, KS 621,989622.0k $15.9m $15.9m 0.18% Added +9.8k +9,752
25 Stratos Wealth Partners, LTD. 0.18% of their portfolio BEACHWOOD, OH 615,145615.1k $15.7m $15.7m 0.18% Added +362.5k +362,521
26 Integrated Wealth Concepts LLC 0.12% of their portfolio WALTHAM, MA 579,593579.6k $14.8m $14.8m 0.12% Added +216.3k +216,296
27 VestGen Advisors, LLC 0.41% of their portfolio CHICAGO, IL 541,282541.3k $14.7m $14.7m 0.41% Added +44.6k +44,637
28 Steward Partners Investment Advisory, LLC 0.07% of their portfolio STAMFORD, CT 522,015522.0k $13.3m $13.3m 0.07% Added +392.6k +392,588
29 Beaumont Financial Advisors, LLC 0.89% of their portfolio NEEDHAM, MA 505,227505.2k $12.9m $12.9m 0.89% Added +9.5k +9,479
30 CWM, LLC 0.03% of their portfolio OMAHA, NE 497,696497.7k $12.7m $12.7m 0.03% Added +218.4k +218,411
31 SILVER OAK SECURITIES, INCORPORATED 0.91% of their portfolio JACKSON, TN 485,388485.4k $12.4m $12.4m 0.91% Added +54.4k +54,419
32 Cooper Capital Advisors LLC 8.36% of their portfolio Encinitas, CA 467,847467.8k $12.0m $12.0m 8.36% Added +139.8k +139,844
33 Argent Advisors, Inc. 3.11% of their portfolio RUSTON, LA 445,151445.2k $11.4m $11.4m 3.11% Added +9.4k +9,418
34 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 443,566443.6k $11.4m $11.4m 0.03% Reduced -195.7k -195,738
35 Clarus Group, Inc. 3.96% of their portfolio HOUSTON, TX 431,883431.9k $11.0m $11.0m 3.96% Reduced -1.7k -1,671
36 Summit Financial Wealth Advisors, LLC 1.43% of their portfolio Lafayette, LA 395,850395.9k $10.1m $10.1m 1.43% Added +25.6k +25,559
37 Atlas Private Wealth Advisors 2.31% of their portfolio RED BANK, NJ 384,854384.9k $9.8m $9.8m 2.31% Reduced -78.1k -78,123
38 Aptus Capital Advisors, LLC 0.08% of their portfolio FAIRHOPE, AL 374,883374.9k $9.6m $9.6m 0.08% Added +354.3k +354,316
39 Luken Investment Analytics, LLC 3.53% of their portfolio BRENTWOOD, TN 360,658360.7k $9.2m $9.2m 3.53% Reduced -277.9k -277,927
40 Pinnacle Wealth Management Advisory Group, LLC 0.60% of their portfolio RED BANK, NJ 346,412346.4k $8.9m $8.9m 0.60% Added +4.2k +4,206
41 Concurrent Investment Advisors, LLC 0.10% of their portfolio Tampa, FL 345,434345.4k $8.8m $8.8m 0.10% Added +31.0k +30,986
42 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 339,668339.7k $8.7m $8.7m 0.01% Added +11.8k +11,843
43 Mariner, LLC 0.01% of their portfolio Overland Park, KS 339,193339.2k $8.7m $8.7m 0.01% Added +8.0k +8,001
44 &PARTNERS 0.04% of their portfolio NASHVILLE, TN 338,910338.9k $8.7m $8.7m 0.04% Added +15.8k +15,775
45 Patriot Financial Group Insurance Agency, LLC 0.47% of their portfolio Westborough, MA 327,228327.2k $8.4m $8.4m 0.47% Added +171.5k +171,510
46 Gateway Wealth Partners, LLC 0.32% of their portfolio APPLETON, WI 322,638322.6k $8.2m $8.2m 0.32% Added +167.8k +167,789
47 Snowden Capital Advisors LLC 0.21% of their portfolio New York, NY 316,456316.5k $8.1m $8.1m 0.21% Added +1.3k +1,323
48 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 309,334309.3k $7.9m $7.9m 0.01% Added +84.6k +84,605
49 Echo Wealth Management, LLC 4.52% of their portfolio PLYMOUTH, MN 307,166307.2k $7.8m $7.8m 4.52% Reduced -28.0k -28,039
50 PRINCIPAL SECURITIES, INC. 0.11% of their portfolio DES MOINES, IA 281,685281.7k $7.2m $7.2m 0.11% Added +10.9k +10,938
51 Farther Finance Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 264,710264.7k $6.8m $6.8m 0.06% Added +108.2k +108,168
52 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 257,486257.5k $6.6m $6.6m 0.03% Added +17.5k +17,486
53 RFG Advisory, LLC 0.11% of their portfolio BIRMINGHAM, AL 225,802225.8k $5.8m $5.8m 0.11% Added +37.0k +36,951
54 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 222,736222.7k $5.7m $5.7m 0.02% Added +32.4k +32,399
55 Oxford Wealth Group, LLC 2.93% of their portfolio ORLANDO, FL 209,985210.0k $5.4m $5.4m 2.93% Reduced -31.0k -31,015
56 CREATIVE FINANCIAL DESIGNS INC /ADV 0.32% of their portfolio KOKOMO, IN 203,012203.0k $5.2m $5.2m 0.32% Added +11.7k +11,725
57 ARQ WEALTH ADVISORS, LLC 0.91% of their portfolio SCOTTSDALE, AZ 197,467197.5k $5.0m $5.0m 0.91% Added +11.8k +11,802
58 HighPoint Advisor Group LLC 0.21% of their portfolio DOWNERS GROVE, IL 194,765194.8k $5.0m $5.0m 0.21% Added +14.9k +14,874
59 Summit Financial, LLC 0.06% of their portfolio PARSIPPANY, NJ 190,743190.7k $4.9m $4.9m 0.06% Added +7.3k +7,284
60 Capital Investment Advisory Services, LLC 0.35% of their portfolio RALEIGH, NC 186,335186.3k $4.8m $4.8m 0.35% Added +4.0k +4,015
61 IFP Advisors, Inc 0.10% of their portfolio TAMPA, FL 185,341185.3k $4.7m $4.7m 0.10% Added +52.4k +52,389
62 Stonebridge Financial Planning Group, LLC 1.71% of their portfolio ORLANDO, FL 182,728182.7k $4.7m $4.7m 1.71% Added +109.0k +109,000
63 Aurora Private Wealth, Inc. 3.36% of their portfolio ROCKAWAY, NJ 179,819179.8k $4.7m $4.7m 3.36% Reduced -6.3k -6,305
64 StoneCrest Wealth Management, Inc. 1.94% of their portfolio CHANDLER, AZ 179,288179.3k $4.6m $4.6m 1.94% Added +474 +474
65 INDEPENDENT FINANCIAL GROUP, LLC 0.10% of their portfolio SAN DIEGO, CA 176,776176.8k $4.5m $4.5m 0.10% Added +26.7k +26,651
66 Meadow Creek Wealth Advisors LLC 2.87% of their portfolio ATLANTA, GA 173,565173.6k $4.4m $4.4m 2.87% Added +4.9k +4,865
67 Trueblood Wealth Management, LLC 1.68% of their portfolio LIMA, OH 167,972168.0k $4.3m $4.3m 1.68% Added +5.1k +5,064
68 Pinnacle Financial Partners, Inc. 0.03% of their portfolio ATLANTA, GA 164,181164.2k $4.2m $4.2m 0.03% Reduced -24.5k -24,544
69 StoneX Group Inc. 0.22% of their portfolio NEW YORK, NY 163,434163.4k $4.2m $4.2m 0.22% Added +13.7k +13,677
70 Apollon Wealth Management, LLC 0.07% of their portfolio MOUNT PLEASANT, SC 161,468161.5k $4.1m $4.1m 0.07% Added +124.5k +124,477
71 J.W. COLE ADVISORS, INC. 0.14% of their portfolio TAMPA, FL 160,282160.3k $4.1m $4.1m 0.14% Added +2.5k +2,535
72 G&S Capital LLC 1.42% of their portfolio DENVER, CO 158,181158.2k $4.0m $4.0m 1.42% Added +11.5k +11,479
73 Prosperity Financial Group, Inc. 1.48% of their portfolio San Ramon, CA 156,455156.5k $4.0m $4.0m 1.48% Added +4.4k +4,358
74 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 155,502155.5k $4.0m $4.0m 0.02% Added +49.1k +49,098
75 RiverTree Advisors, LLC 2.48% of their portfolio WINTER PARK, FL 153,122153.1k $3.9m $3.9m 2.48% Added +22.7k +22,742
76 Compass Financial Services Inc 1.69% of their portfolio WEST DES MOINES, IA 152,564152.6k $3.9m $3.9m 1.69% New
77 Whipplewood Advisors, LLC 1.97% of their portfolio LITTLETON, CO 148,254148.3k $3.8m $3.8m 1.97% Added +1.5k +1,514
78 Semus Wealth Partners LLC 2.10% of their portfolio Boca Raton, FL 147,317147.3k $3.8m $3.8m 2.10% Added +2.9k +2,896
79 Atlas Wealth LLC 1.13% of their portfolio CINCINNATI, OH 146,954147.0k $3.8m $3.8m 1.13% Added +820 +820
80 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 146,144146.1k $3.7m $3.7m 0.01% Added +66.6k +66,579
81 Kingsview Wealth Management, LLC 0.05% of their portfolio GRANTS PASS, OR 146,068146.1k $3.7m $3.7m 0.05% Added +3.1k +3,121
82 HUNTINGTON NATIONAL BANK 0.02% of their portfolio COLUMBUS, OH 145,345145.3k $3.7m $3.7m 0.02% New
83 Prostatis Group LLC 0.92% of their portfolio HANOVER, MD 140,591140.6k $3.6m $3.6m 0.92% Reduced -2.2k -2,228
84 Delta Investment Management, LLC 0.59% of their portfolio SAN FRANCISCO, CA 130,044130.0k $3.3m $3.3m 0.59% Added +10.1k +10,051
85 Retirement Planning Group, LLC 0.10% of their portfolio LEAWOOD, KS 127,199127.2k $3.2m $3.2m 0.10% Added +6.6k +6,557
86 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 123,964124.0k $3.2m $3.2m 0.02% Added +6.1k +6,135
87 Rehmann Capital Advisory Group 0.16% of their portfolio LANSING, MI 120,920120.9k $3.1m $3.1m 0.16% Added +20.4k +20,400
88 Arkadios Wealth Advisors 0.05% of their portfolio ATLANTA, GA 120,920120.9k $3.1m $3.1m 0.05% Added +13.1k +13,139
89 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 116,791116.8k $3.0m $3.0m 0.00% Reduced -214 -214
90 KPP Advisory Services LLC 0.39% of their portfolio Louisville, KY 104,223104.2k $2.7m $2.7m 0.39% Added +4.8k +4,800
91 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 102,814102.8k $2.6m $2.6m 0.02% Reduced -8.1k -8,116
92 CALTON & ASSOCIATES, INC. 0.38% of their portfolio Tampa, FL 102,719102.7k $2.6m $2.6m 0.38% Reduced -20.0k -19,955
93 Sequent Planning LLC 0.63% of their portfolio OMAHA, NE 102,446102.4k $2.6m $2.6m 0.63% Added +5.5k +5,545
94 Gladstone Institutional Advisory LLC 0.09% of their portfolio Bedminster, NJ 97,29997.3k $2.5m $2.5m 0.09% Added +53.1k +53,091
95 OPPENHEIMER & CO INC 0.03% of their portfolio NEW YORK, NY 95,56195.6k $2.4m $2.4m 0.03% Added +332 +332
96 Accel Wealth Management 0.63% of their portfolio WAVERLY, IA 94,67794.7k $2.4m $2.4m 0.63% Added +81.4k +81,360
97 Centerpoint Advisory Group 1.81% of their portfolio Overland Park, KS 94,26394.3k $2.4m $2.4m 1.81% Added +45.7k +45,678
98 Capital Analysts, LLC 0.06% of their portfolio FORT WASHINGTON, PA 90,50390.5k $2.3m $2.3m 0.06% Added +972 +972
99 World Investment Advisors 0.04% of their portfolio LINCROFT, NJ 90,16690.2k $2.3m $2.3m 0.04% Added +8.5k +8,514
100 BEACON FINANCIAL GROUP 0.23% of their portfolio DALLAS, TX 89,84989.8k $2.3m $2.3m 0.23% Added +20.3k +20,326