RDVI
FT Vest Rising Dividend Achievers Target Income ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -3.4% ·
share flow -0.1% ·
net new positions -3.6%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 10.04M | n/a | $263.34M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 3.76M | n/a | $98.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 2.93M | n/a | $76.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Stifel Financial Corp | 2.26M | n/a | $59.31M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 2.18M | n/a | $57.26M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Cetera Investment Advisers | 2.12M | n/a | $55.67M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 2.09M | n/a | $54.95M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | Commonwealth Equity Services, Llc | 1.97M | n/a | $51.81M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 1.00M | n/a | $26.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 918.31K | n/a | $24.10M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Focus Partners Wealth | 697.38K | n/a | $18.30M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 639.30K | n/a | $17.44M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 331.19K | n/a | $8.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | HighTower Advisors, LLC | 327.82K | n/a | $8.60M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cwm, Llc | 279.29K | n/a | $7.33M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 224.73K | n/a | $5.90M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 117.00K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 79.56K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 56.82K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | First Trust Advisors Lp | 50.76K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 50.12K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Morgan Stanley ✦ | 15.83K | +4.2% | $415,377 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Mercer Global Advisors Inc /Adv | 15.27K | n/a | $400,608 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 13.32K | n/a | $349,648 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Qube Research & Technologies Ltd | 3.91K | n/a | $102,598 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 2.20K | n/a | $57,728 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 718 | n/a | $18,840 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 552 | -23.6% | $14,485 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $684,844 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 275 holders, 66.25M shares, $1.64B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.