Who owns RDVI?
FT Vest Rising Dividend Achievers Target Income ETF · First Trust
313 institutions reported holding RDVI, worth $2.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RDVI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $376.4M | 12,801,978 | +1,464,961 shares |
| Wells Fargo & Company | San Francisco, CA | $120.1M | 4,084,913 | +323,600 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $110.8M | 3,767,292 | +209,208 shares |
| Cetera Investment Advisers | Schaumburg, IL | $81.9M | 2,786,549 | +338,442 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $76.6M | 2,606,955 | +128,259 shares |
| Stifel Financial Corp. | St. Louis, MO | $75.9M | 2,579,990 | +124,313 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $73.1M | 2,487,340 | +305,614 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $61.2M | 2,080,391 | +64,681 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $55.3M | 1,882,602 | +971,188 shares |
| Kestra Advisory Services, LLC | Austin, TX | $40.5M | 1,377,615 | +117,890 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns RDVI?
313 institutional managers reported holding RDVI in Form 13F filings for June 30, 2026, worth $2.1B in total. The largest reported position was held by LPL Financial LLC, at $376.4M.
Did institutions buy or sell RDVI last quarter?
Reported 13F value rose 24.5% from March 31, 2026, which includes price moves as well as buying and selling. 47 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is RDVI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.