Vault-13

FIRST TR EXCHANGE-TRADED FD RDVI

FT VEST RIS · ETP · CUSIP 33738D879

313 institutional holders +31 vs Q1 2026
71,313,30471.3m shares reported held*
$2.1bnreported value*
40 new 184 added 63 reduced 8 sold out net bought ≈ $144.0m (+5.1m 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 ≈ $29.32.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 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: 282Q2 26: 313313Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026313

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 139 bought or addedQ3 24: 37 cut or sold outQ4 24: 158 bought or addedQ4 24: 44 cut or sold outQ4 24Q1 25: 160 bought or addedQ1 25: 69 cut or sold outQ2 25: 169 bought or addedQ2 25: 75 cut or sold outQ2 25Q3 25: 173 bought or addedQ3 25: 72 cut or sold outQ4 25: 186 bought or addedQ4 25: 74 cut or sold outQ4 25Q1 26: 199 bought or addedQ1 26: 82 cut or sold outQ2 26: 224 bought or addedQ2 26: 71 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202413937
Q4 202415844
Q1 202516069
Q2 202516975
Q3 202517372
Q4 202518674
Q1 202619982
Q2 202622471

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ3 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 0.00Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$258.5k$00.00
Q4 2025$267.6k$00.00
Q1 2026$1.3m$00.00
Q2 2026$0$0—

Biggest buyers

LPL Financial LLC Added +1,464,961+1.5m
Cambridge Investment Research Advisors, Inc. Added +971,188+971.2k
Cetera Investment Advisers Added +338,442+338.4k
WELLS FARGO & COMPANY/MN Added +323,600+323.6k
OSAIC HOLDINGS, INC. Added +305,614+305.6k
RAYMOND JAMES FINANCIAL INC Added +209,208+209.2k
Coppell Advisory Solutions LLC New +169,223+169.2k
MGO ONE SEVEN LLC Added +134,305+134.3k
ROYAL BANK OF CANADA Added +128,259+128.3k
STIFEL FINANCIAL CORP Added +124,313+124.3k

Biggest sellers

Independent Advisor Alliance Sold out -1,146,879-1.1m
Mariner, LLC Reduced -298,679-298.7k
Prime Capital Investment Advisors, LLC Reduced -198,182-198.2k
Gateway Wealth Partners, LLC Reduced -150,429-150.4k
Patriot Financial Group Insurance Agency, LLC Reduced -139,250-139.2k
Whipplewood Advisors, LLC Reduced -126,998-127.0k
Focus Partners Wealth Reduced -110,482-110.5k
Atlas Private Wealth Advisors Reduced -100,342-100.3k
Luken Investment Analytics, LLC Reduced -67,334-67.3k
Orion Porfolio Solutions, LLC Reduced -66,026-66.0k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 12,801,97812.8m $376.4m $376.4m 0.08% Added +1.5m +1,464,961
2 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 4,084,9134.1m $120.1m $120.1m 0.02% Added +323.6k +323,600
3 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 3,767,2923.8m $110.8m $110.8m 0.03% Added +209.2k +209,208
4 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 2,786,5492.8m $81.9m $81.9m 0.07% Added +338.4k +338,442
5 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,606,9552.6m $76.6m $76.6m 0.01% Added +128.3k +128,259
6 STIFEL FINANCIAL CORP 0.06% of their portfolio ST. LOUIS, MO 2,579,9902.6m $75.9m $75.9m 0.06% Added +124.3k +124,313
7 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 2,487,3402.5m $73.1m $73.1m 0.09% Added +305.6k +305,614
8 COMMONWEALTH EQUITY SERVICES, LLC 0.08% of their portfolio WALTHAM, MA 2,080,3912.1m $61.2m $61.2m 0.08% Added +64.7k +64,681
9 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 1,882,6021.9m $55.3m $55.3m 0.06% Added +971.2k +971,188
10 Kestra Advisory Services, LLC 0.13% of their portfolio AUSTIN, TX 1,377,6151.4m $40.5m $40.5m 0.13% Added +117.9k +117,890
11 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 1,253,9581.3m $36.9m $36.9m 0.05% Added +76.2k +76,194
12 HARBOUR INVESTMENTS, INC. 0.39% of their portfolio MADISON, WI 974,155974.2k $28.6m $28.6m 0.39% Added +39.3k +39,344
13 Arax Advisory Partners 0.17% of their portfolio NEW YORK, NY 858,837858.8k $25.2m $25.2m 0.17% Added +96.2k +96,241
14 PINNACLE ASSOCIATES LTD 0.27% of their portfolio NEW YORK, NY 852,753852.8k $25.1m $25.1m 0.27% Added +10.6k +10,619
15 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 851,604851.6k $25.0m $25.0m 0.01% Reduced -2.4k -2,442
16 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 781,655781.7k $23.0m $23.0m 0.04% Added +115.5k +115,480
17 Prospera Financial Services Inc 0.31% of their portfolio Dallas, TX 714,319714.3k $21.0m $21.0m 0.31% Added +35.5k +35,489
18 Merit Financial Group, LLC 0.13% of their portfolio ALPHARETTA, GA 713,832713.8k $21.0m $21.0m 0.13% Reduced -15.3k -15,257
19 PARK NATIONAL CORP /OH/ 0.59% of their portfolio NEWARK, OH 711,228711.2k $20.9m $20.9m 0.59% Added +30.7k +30,696
20 ADAMSBROWN WEALTH CONSULTANTS LLC 3.80% of their portfolio WICHITA, KS 686,102686.1k $20.2m $20.2m 3.80% Added +14.3k +14,328
21 Integrated Wealth Concepts LLC 0.09% of their portfolio WALTHAM, MA 634,649634.6k $18.7m $18.7m 0.09% Added +55.1k +55,056
22 Second Half Financial Partners, LLC 7.57% of their portfolio SEBRING, FL 628,118628.1k $18.5m $18.5m 7.57% Unchanged
23 Steward Partners Investment Advisory, LLC 0.09% of their portfolio STAMFORD, CT 604,216604.2k $17.8m $17.8m 0.09% Added +82.2k +82,201
24 Stratos Wealth Partners, LTD. 0.17% of their portfolio BEACHWOOD, OH 579,456579.5k $17.0m $17.0m 0.17% Reduced -35.7k -35,689
25 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 546,374546.4k $16.1m $16.1m 0.02% Reduced -110.5k -110,482
26 VestGen Advisors, LLC 0.47% of their portfolio CHICAGO, IL 545,359545.4k $16.0m $16.0m 0.47% Added +4.1k +4,077
27 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 517,800517.8k $15.1m $15.1m 0.03% Added +74.2k +74,234
28 SILVER OAK SECURITIES, INCORPORATED 0.92% of their portfolio JACKSON, TN 514,302514.3k $15.1m $15.1m 0.92% Added +28.9k +28,914
29 Beaumont Financial Advisors, LLC 0.95% of their portfolio NEEDHAM, MA 506,641506.6k $14.9m $14.9m 0.95% Added +1.4k +1,414
30 Cooper Capital Advisors LLC 6.21% of their portfolio Encinitas, CA 486,689486.7k $14.3m $14.3m 6.21% Added +18.8k +18,842
31 Argent Advisors, Inc. 3.24% of their portfolio RUSTON, LA 441,026441.0k $13.0m $13.0m 3.24% Reduced -4.1k -4,125
32 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 437,345437.3k $12.9m $12.9m 0.01% Added +97.7k +97,677
33 Clarus Group, Inc. 4.24% of their portfolio HOUSTON, TX 425,643425.6k $12.5m $12.5m 4.24% Reduced -6.2k -6,240
34 Prime Capital Investment Advisors, LLC 0.12% of their portfolio OVERLAND PARK, KS 423,807423.8k $12.5m $12.5m 0.12% Reduced -198.2k -198,182
35 Summit Financial Wealth Advisors, LLC 1.53% of their portfolio Lafayette, LA 406,865406.9k $12.0m $12.0m 1.53% Added +11.0k +11,015
36 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 366,388366.4k $10.8m $10.8m 0.05% Added +108.9k +108,902
37 Aptus Capital Advisors, LLC 0.08% of their portfolio FAIRHOPE, AL 363,384363.4k $10.7m $10.7m 0.08% Reduced -11.5k -11,499
38 Concurrent Investment Advisors, LLC 0.09% of their portfolio Tampa, FL 362,301362.3k $10.7m $10.7m 0.09% Added +16.9k +16,867
39 Farther Finance Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 360,184360.2k $10.6m $10.6m 0.08% Added +95.5k +95,474
40 Pinnacle Wealth Management Advisory Group, LLC 0.61% of their portfolio RED BANK, NJ 349,706349.7k $10.3m $10.3m 0.61% Added +3.3k +3,294
41 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 341,896341.9k $10.1m $10.1m 0.02% Added +32.6k +32,562
42 Echo Wealth Management, LLC 4.96% of their portfolio PLYMOUTH, MN 330,875330.9k $9.7m $9.7m 4.96% Added +23.7k +23,709
43 Snowden Capital Advisors LLC 0.22% of their portfolio New York, NY 316,399316.4k $9.3m $9.3m 0.22% Reduced -57 -57
44 ARQ WEALTH ADVISORS, LLC 1.05% of their portfolio SCOTTSDALE, AZ 294,973295.0k $8.5m $8.5m 1.05% Added +97.5k +97,506
45 Luken Investment Analytics, LLC 3.01% of their portfolio BRENTWOOD, TN 293,324293.3k $8.6m $8.6m 3.01% Reduced -67.3k -67,334
46 &PARTNERS 0.04% of their portfolio NASHVILLE, TN 292,479292.5k $8.6m $8.6m 0.04% Reduced -46.4k -46,431
47 PRINCIPAL SECURITIES, INC. 0.10% of their portfolio DES MOINES, IA 289,620289.6k $8.5m $8.5m 0.10% Added +7.9k +7,935
48 Atlas Private Wealth Advisors 1.83% of their portfolio RED BANK, NJ 284,512284.5k $8.4m $8.4m 1.83% Reduced -100.3k -100,342
49 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 279,969280.0k $8.2m $8.2m 0.02% Added +57.2k +57,233
50 Aurora Private Wealth, Inc. 4.80% of their portfolio ROCKAWAY, NJ 257,278257.3k $7.6m $7.6m 4.80% Added +77.5k +77,459
51 RFG Advisory, LLC 0.12% of their portfolio BIRMINGHAM, AL 257,160257.2k $7.6m $7.6m 0.12% Added +31.4k +31,358
52 Oxford Wealth Group, LLC 3.26% of their portfolio ORLANDO, FL 248,184248.2k $7.3m $7.3m 3.26% Added +38.2k +38,199
53 IFP Advisors, Inc 0.13% of their portfolio TAMPA, FL 239,480239.5k $7.0m $7.0m 0.13% Added +54.1k +54,139
54 HighPoint Advisor Group LLC 0.24% of their portfolio DOWNERS GROVE, IL 234,838234.8k $6.9m $6.9m 0.24% Added +40.1k +40,073
55 Pinnacle Financial Partners, Inc. 0.05% of their portfolio ATLANTA, GA 228,833228.8k $6.7m $6.7m 0.05% Added +64.7k +64,652
56 J.W. COLE ADVISORS, INC. 0.11% of their portfolio TAMPA, FL 215,085215.1k $6.3m $6.3m 0.11% Added +54.8k +54,803
57 CREATIVE FINANCIAL DESIGNS INC /ADV 0.29% of their portfolio KOKOMO, IN 209,963210.0k $6.2m $6.2m 0.29% Added +7.0k +6,951
58 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 202,755202.8k $6.0m $6.0m 0.01% Added +56.6k +56,611
59 Kingsview Wealth Management, LLC 0.07% of their portfolio GRANTS PASS, OR 202,280202.3k $5.9m $5.9m 0.07% Added +56.2k +56,212
60 Patriot Financial Group Insurance Agency, LLC 0.57% of their portfolio Westborough, MA 187,978188.0k $5.5m $5.5m 0.57% Reduced -139.2k -139,250
61 Summit Financial, LLC 0.06% of their portfolio PARSIPPANY, NJ 185,519185.5k $5.5m $5.5m 0.06% Reduced -5.2k -5,224
62 Stonebridge Financial Planning Group, LLC 1.70% of their portfolio ORLANDO, FL 181,543181.5k $5.3m $5.3m 1.70% Reduced -1.2k -1,185
63 Meadow Creek Wealth Advisors LLC 3.26% of their portfolio ATLANTA, GA 181,531181.5k $5.3m $5.3m 3.26% Added +8.0k +7,966
64 StoneCrest Wealth Management, Inc. 1.69% of their portfolio CHANDLER, AZ 180,277180.3k $5.3m $5.3m 1.69% Added +989 +989
65 Trueblood Wealth Management, LLC 1.79% of their portfolio LIMA, OH 174,899174.9k $5.1m $5.1m 1.79% Added +6.9k +6,927
66 RiverTree Advisors, LLC 3.03% of their portfolio WINTER PARK, FL 174,809174.8k $5.1m $5.1m 3.03% Added +21.7k +21,687
67 Capital Investment Advisory Services, LLC 0.32% of their portfolio RALEIGH, NC 174,242174.2k $5.1m $5.1m 0.32% Reduced -12.1k -12,093
68 Gateway Wealth Partners, LLC 0.30% of their portfolio APPLETON, WI 172,209172.2k $5.1m $5.1m 0.30% Reduced -150.4k -150,429
69 StoneX Group Inc. 0.20% of their portfolio NEW YORK, NY 171,840171.8k $5.0m $5.0m 0.20% Added +8.4k +8,406
70 Coppell Advisory Solutions LLC 0.00% of their portfolio COPPELL, TX 169,223169.2k $3.4k $3.4k 0.00% New
71 Elevation Advisory Partners LLC 4.91% of their portfolio ORLANDO, FL 165,647165.6k $4.8m $4.8m 4.91% Added +83.6k +83,583
72 D.A. DAVIDSON & CO. 0.03% of their portfolio GREAT FALLS, MT 163,866163.9k $4.8m $4.8m 0.03% Added +8.4k +8,364
73 Apollon Wealth Management, LLC 0.06% of their portfolio MOUNT PLEASANT, SC 162,842162.8k $4.8m $4.8m 0.06% Added +1.4k +1,374
74 Prosperity Financial Group, Inc. 1.47% of their portfolio San Ramon, CA 161,312161.3k $4.7m $4.7m 1.47% Added +4.9k +4,857
75 G&S Capital LLC 1.37% of their portfolio DENVER, CO 160,757160.8k $4.7m $4.7m 1.37% Added +2.6k +2,576
76 Compass Financial Services Inc 1.76% of their portfolio WEST DES MOINES, IA 160,135160.1k $4.7m $4.7m 1.76% Added +7.6k +7,571
77 Atlantic Union Bankshares Corp 0.08% of their portfolio GLEN ALLEN, VA 155,433155.4k $4.6m $4.6m 0.08% Added +73.2k +73,156
78 Semus Wealth Partners LLC 2.17% of their portfolio Boca Raton, FL 153,022153.0k $4.5m $4.5m 2.17% Added +5.7k +5,705
79 MGO ONE SEVEN LLC 0.07% of their portfolio Beachwood, OH 151,710151.7k $4.5m $4.5m 0.07% Added +134.3k +134,305
80 Atlas Wealth LLC 0.62% of their portfolio CINCINNATI, OH 148,102148.1k $4.4m $4.4m 0.62% Added +1.1k +1,148
81 HUNTINGTON NATIONAL BANK 0.02% of their portfolio COLUMBUS, OH 145,345145.3k $4.3m $4.3m 0.02% Unchanged
82 Retirement Planning Group, LLC 0.11% of their portfolio LEAWOOD, KS 142,520142.5k $4.2m $4.2m 0.11% Added +15.3k +15,321
83 Accel Wealth Management 0.93% of their portfolio WAVERLY, IA 141,030141.0k $4.1m $4.1m 0.93% Added +46.4k +46,353
84 Delta Investment Management, LLC 0.68% of their portfolio SAN FRANCISCO, CA 140,825140.8k $4.1m $4.1m 0.68% Added +10.8k +10,781
85 LANGLEY WEALTH MANAGEMENT, LLC 3.95% of their portfolio CORINTH, MS 137,795137.8k $4.1m $4.1m 3.95% First filing
86 INDEPENDENT FINANCIAL GROUP, LLC 0.07% of their portfolio SAN DIEGO, CA 130,550130.6k $3.8m $3.8m 0.07% Reduced -46.2k -46,226
87 Prostatis Group LLC 0.87% of their portfolio HANOVER, MD 126,488126.5k $3.7m $3.7m 0.87% Reduced -14.1k -14,103
88 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 126,310126.3k $3.7m $3.7m 0.02% Added +2.3k +2,346
89 Centerpoint Advisory Group 2.34% of their portfolio Overland Park, KS 125,462125.5k $3.7m $3.7m 2.34% Added +31.2k +31,199
90 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 125,163125.2k $3.7m $3.7m 0.00% Added +8.4k +8,372
91 Rehmann Capital Advisory Group 0.16% of their portfolio LANSING, MI 118,403118.4k $3.5m $3.5m 0.16% Reduced -2.5k -2,517
92 FISCHER INVESTMENT STRATEGIES, LLC 1.65% of their portfolio Westlake Village, CA 117,905117.9k $3.5m $3.5m 1.65% Added +44.7k +44,700
93 Arkadios Wealth Advisors 0.05% of their portfolio ATLANTA, GA 114,238114.2k $3.4m $3.4m 0.05% Reduced -6.7k -6,682
94 Buska Wealth Management, LLC 1.14% of their portfolio WAUSAU, WI 107,379107.4k $3.2m $3.2m 1.14% Added +77.3k +77,279
95 KPP Advisory Services LLC 0.40% of their portfolio Louisville, KY 107,221107.2k $3.2m $3.2m 0.40% Added +3.0k +2,998
96 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 106,281106.3k $3.1m $3.1m 0.03% Added +40.4k +40,411
97 Gladstone Institutional Advisory LLC 0.10% of their portfolio Bedminster, NJ 103,859103.9k $3.1m $3.1m 0.10% Added +6.6k +6,560
98 BEACON FINANCIAL GROUP 0.26% of their portfolio DALLAS, TX 98,95299.0k $2.9m $2.9m 0.26% Added +9.1k +9,103
99 OPPENHEIMER & CO INC 0.03% of their portfolio NEW YORK, NY 97,10397.1k $2.9m $2.9m 0.03% Added +1.5k +1,542
100 Capital Analysts, LLC 0.07% of their portfolio FORT WASHINGTON, PA 97,07097.1k $2.9m $2.9m 0.07% Added +6.6k +6,567