RDVI
FT Vest Rising Dividend Achievers Target Income ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -3.6% ·
share flow +9.6% ·
net new positions -3.7%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 11.34M | +13.0% | $289.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 3.76M | +28.4% | $96.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 3.56M | -5.4% | $90.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 2.48M | +13.6% | $63.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Stifel Financial Corp | 2.46M | +8.6% | $62.74M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 2.45M | +15.4% | $62.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 2.18M | +4.2% | $55.75M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 2.02M | +2.1% | $51.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 1.18M | +17.7% | $30.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 854.05K | -7.0% | $21.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Focus Partners Wealth | 656.86K | -5.8% | $16.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cwm, Llc | 497.70K | +78.2% | $12.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 443.57K | -30.6% | $11.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 339.67K | +3.6% | $8.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mariner, LLC | 339.19K | +2.4% | $8.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Rockefeller Capital Management L.P. | 309.33K | +37.6% | $7.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 146.14K | +83.7% | $3.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 116.79K | -0.2% | $2.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Creative Planning | 58.26K | +2.5% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | First Trust Advisors Lp | 50.15K | -1.2% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 22.75K | New | $581,314 | 0.0% | New | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 15.34K | -3.1% | $391,967 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Bank Of America Corp /De/ | 13.32K | 0.0% | $340,454 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 1.57K | +118.8% | $40,139 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 740 | New | $18,485 | 0.0% | New | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 584 | +5.8% | $14,545 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 27 | Qube Research & Technologies Ltd | 203 | -94.8% | $5,187 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $581,314 | 0.0% |
| Jones Financial Companies Lllp | $18,485 | 0.0% |
Exited
| Susquehanna International… | $1.32M | was 0.0% |
| Mercer Global Advisors Inc… | $400,608 | was 0.0% |
| Us Bancorp \De\ | $57,728 | 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.