FT VEST RISING DIVIDEND ACHI RDVI
$29.07
-0.5% 52w: $21.99 – $29.40
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data21.9925.6929.40
Jun 20, 2025 Jul 2, 2026
Institutional holders
280
-1 QoQ
13F value
$1.70B
+10.8% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
calls only
$1.3M calls / — puts
Institutional value by quarter
Number of holders
Who owns RDVI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 11.3M | $289.7M | 0.1% | +13.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.8M | $96.1M | 0.0% | +28.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.6M | $90.9M | 0.0% | -5.4% |
| ROYAL BANK OF CANADA | Bank broker | 2.5M | $63.3M | 0.0% | +13.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.5M | $62.7M | 0.1% | +8.6% |
| Cetera Investment Advisers | Wealth advisor | 2.4M | $62.5M | 0.1% | +15.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.2M | $55.7M | 0.1% | +4.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.0M | $51.5M | 0.1% | +2.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 1.3M | $32.2M | 0.1% | +24.7% |
| Baird Financial Group, Inc. | Diversified mechanical | 1.2M | $30.1M | 0.0% | +17.7% |
| Independent Advisor Alliance | Wealth advisor | 1.1M | $29.3M | 0.3% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 934.8K | $23.9M | 0.4% | +48.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 911.4K | $23.3M | 0.1% | -10.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 854.0K | $21.8M | 0.0% | -7.0% |
| PINNACLE ASSOCIATES LTD | Other | 842.1K | $21.5M | 0.3% | +0.7% |
| Arax Advisory Partners | Wealth advisor | 762.6K | $19.5M | 0.6% | +4.6% |
| Merit Financial Group, LLC | Wealth advisor | 729.1K | $18.6M | 0.1% | +8.3% |
| PARK NATIONAL CORP /OH/ | Other | 680.5K | $17.4M | 0.5% | +1.0% |
| Prospera Financial Services Inc | Diversified mechanical | 678.8K | $17.3M | 0.3% | +21.4% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | Wealth advisor | 671.8K | $17.2M | 4.5% | +4.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 666.2K | $17.0M | 0.0% | +6.0% |
| Focus Partners Wealth | Wealth advisor | 656.9K | $16.8M | 0.0% | -5.8% |
| Second Half Financial Partners, LLC | Wealth advisor | 628.1K | $16.0M | 7.2% | Held |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 622.0K | $15.9M | 0.2% | +1.6% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 615.1K | $15.7M | 0.2% | +143.5% |
| Integrated Wealth Concepts LLC | Wealth advisor | 579.6K | $14.8M | 0.1% | +59.5% |
| VestGen Advisors, LLC | Wealth advisor | 541.3K | $14.7M | 0.4% | +9.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 522.0K | $13.3M | 0.1% | +303.3% |
| Beaumont Financial Advisors, LLC | Wealth advisor | 505.2K | $12.9M | 0.9% | +1.9% |
| CWM, LLC | Wealth advisor | 497.7K | $12.7M | 0.0% | +78.2% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 485.4K | $12.4M | 0.9% | +12.6% |
| Cooper Capital Advisors LLC | Wealth advisor | 467.8K | $12.0M | 8.4% | +42.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 443.6K | $11.4M | 0.0% | -30.6% |
| Argent Advisors, Inc. | Other | 445.2K | $11.4M | 3.1% | +2.2% |
| Clarus Group, Inc. | Wealth advisor | 431.9K | $11.0M | 4.0% | -0.4% |
| Summit Financial Wealth Advisors, LLC | Wealth advisor | 395.9K | $10.1M | 1.4% | +6.9% |
| Atlas Private Wealth Advisors | Wealth advisor | 384.9K | $9.8M | 2.3% | -16.9% |
| Aptus Capital Advisors, LLC | Wealth advisor | 374.9K | $9.6M | 0.1% | +1722.7% |
| Luken Investment Analytics, LLC | Wealth advisor | 360.7K | $9.2M | 3.5% | -43.5% |
| Pinnacle Wealth Management Advisory Group, LLC | Wealth advisor | 346.4K | $8.9M | 0.6% | +1.2% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 345.4K | $8.8M | 0.1% | +9.9% |
| HighTower Advisors, LLC | Diversified mechanical | 339.7K | $8.7M | 0.0% | +3.6% |
| &PARTNERS | Diversified mechanical | 338.9K | $8.7M | 0.0% | +4.9% |
| Mariner, LLC | Diversified mechanical | 339.2K | $8.7M | 0.0% | +2.4% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 327.2K | $8.4M | 0.5% | +110.1% |
| Gateway Wealth Partners, LLC | Wealth advisor | 322.6K | $8.2M | 0.3% | +108.4% |
| Snowden Capital Advisors LLC | Diversified mechanical | 316.5K | $8.1M | 0.2% | +0.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 309.3K | $7.9M | 0.0% | +37.6% |
| Echo Wealth Management, LLC | Wealth advisor | 307.2K | $7.8M | 4.5% | -8.4% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 281.7K | $7.2M | 0.1% | +4.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.