Effectdossier
RDVI
FT Vest Rising Dividend Achievers Target Income ETF · Financial Services · Asset Management
31Gevolgde houders
+5Δ houders
37.79MGehouden aandelen
$1.11BGerapporteerde waarde
+6Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +19.2% ·
aandelenstroom +8.6% ·
netto nieuwe posities +16.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +5 | 37.79M | $1.11B | +6 | −1 |
| Q1 2026 | 27 | -1 | 35.28M | $901.50M | +2 | −3 |
| Q4 2025 | 28 | -1 | 32.18M | $845.15M | — | −1 |
| Q3 2025 | 3 | +1 | 42.40K | $1.10M | +1 | — |
| Q4 2024 | 1 | +1 | 27.41K | $664,346 | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 12.80M | +12.9% | $376.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 4.08M | +8.6% | $120.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 4.08M | +8.6% | $120.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 3.77M | +5.9% | $110.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 3.77M | +5.9% | $110.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 3.77M | +5.9% | $110.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 2.79M | +13.8% | $81.92M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 2.61M | +5.2% | $76.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 2.61M | +5.2% | $76.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 2.61M | +5.2% | $76.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 2.58M | +5.1% | $75.85M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 2.58M | +5.1% | $75.85M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 2.49M | +14.0% | $73.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 2.49M | +14.0% | $73.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 2.49M | +14.0% | $73.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 2.08M | +3.2% | $61.16M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 1.25M | +6.5% | $36.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 851.60K | -0.3% | $25.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Focus Partners Wealth | 546.37K | -16.8% | $16.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 517.80K | +16.7% | $15.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 437.35K | +28.8% | $12.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 341.90K | +10.5% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 341.90K | +10.5% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 202.75K | +38.7% | $5.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 125.16K | +7.2% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Truist Financial Corp | 125.16K | +7.2% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Creative Planning | 57.31K | -1.6% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | First Trust Advisors Lp | 53.09K | +5.9% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 46.96K | Nieuw | $1.38M | 0.0% | New | 1 | SEC ↗ |
| 30 | Mariner, LLC | 40.51K | -88.1% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 30.41K | +98.2% | $894,078 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 30.41K | +98.2% | $894,078 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 30.21K | Nieuw | $888,086 | 0.0% | New | 1 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 22.65K | Nieuw | $665,792 | 0.0% | New | 1 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 9.33K | Nieuw | $274,280 | 0.0% | New | 1 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 9.32K | +493.4% | $274,096 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Nuveen, LLC | 8.73K | Nieuw | $256,762 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 8.68K | -61.9% | $255,163 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 581 | -0.5% | $16,989 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 581 | -0.5% | $16,989 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 581 | -0.5% | $16,989 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 200 | -1.5% | $5,880 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 59 | -92.0% | $1,703 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 50 | Nieuw | $1,470 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $1.38M | 0.0% |
| Susquehanna International… | $888,086 | 0.0% |
| Ameriprise Financial Inc | $665,792 | 0.0% |
| Quantinno Capital Management… | $274,280 | 0.0% |
| Nuveen, LLC | $256,762 | 0.0% |
| Pnc Financial Services Group… | $1,470 | 0.0% |
Verlaten
| Bank Of America Corp /De/ | $340,454 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 275 houders, 66.25M aandelen, $1.64B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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