FT VEST RISING DIVIDEND ACHI (RDVI) Institutional Shareholders
FT VEST RISING DIVIDEND ACHI (RDVI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.03B in RDVI holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of RDVI tracked by InsiderSet, reporting ownership valued at approximately $376.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $361.40M, representing an estimated loss of -3.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed RDVI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Wells Fargo & Company/Mn, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FT VEST RISING DIVIDEND ACHI (RDVI).
This page ranks the largest institutional RDVI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
303
Total Reported Value
$2.03B
Largest Holder
Lpl Financial Llc
Largest Position
$376.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.08% | 12,801,978 | $376,378,123 | $361,399,839 | -$14,978,284 | -3.98% | |
| Wells Fargo & Company/Mn | 0.02% | 4,084,913 | $120,096,450 | $115,317,094 | -$4,779,356 | -3.98% | |
| Raymond James Financial Inc | 0.03% | 3,767,292 | $110,758,382 | $106,350,653 | -$4,407,729 | -3.98% | |
| Cetera Investment Advisers | 0.07% | 2,786,549 | $81,924,534 | $78,664,278 | -$3,260,256 | -3.98% | |
| Royal Bank Of Canada | 0.01% | 2,606,955 | $76,644,000 | $73,594,340 | -$3,049,660 | -3.98% | |
| Stifel Financial Corp | 0.06% | 2,579,990 | $75,851,733 | $72,833,118 | -$3,018,615 | -3.98% | |
| Osaic Holdings, Inc. | 0.09% | 2,487,340 | $73,133,485 | $70,217,608 | -$2,915,877 | -3.99% | |
| Commonwealth Equity Services, Llc | 0.08% | 2,080,391 | $61,163,481 | $58,729,438 | -$2,434,043 | -3.98% | |
| Kestra Advisory Services, Llc | 0.13% | 1,377,615 | $40,501,877 | $38,890,071 | -$1,611,806 | -3.98% | |
| Baird Financial Group, Inc. | 0.05% | 1,253,958 | $36,866,365 | $35,399,234 | -$1,467,131 | -3.98% | |
| Harbour Investments, Inc. | 0.39% | 974,155 | $28,640,164 | $27,500,396 | -$1,139,768 | -3.98% | |
| Arax Advisory Partners | 0.17% | 858,837 | $25,249,821 | $24,244,969 | -$1,004,852 | -3.98% | |
| Pinnacle Associates Ltd | 0.27% | 852,753 | $25,070,939 | $24,073,217 | -$997,722 | -3.98% | |
| Envestnet Asset Management Inc | 0.01% | 851,604 | $25,037,165 | $24,040,781 | -$996,384 | -3.98% | |
| Janney Montgomery Scott Llc | 0.04% | 781,655 | $22,981,000 | $22,066,121 | -$914,879 | -3.98% | |
| Prospera Financial Services Inc | 0.31% | 714,319 | $21,006,027 | $20,165,225 | -$840,802 | -4.00% | |
| Merit Financial Group, Llc | 0.13% | 713,832 | $20,986,651 | $20,151,477 | -$835,174 | -3.98% | |
| Park National Corp | 0.59% | 711,228 | $20,910,103 | $20,077,966 | -$832,137 | -3.98% | |
| Adamsbrown Wealth Consultants Llc | 3.80% | 686,102 | $20,171,399 | $19,368,659 | -$802,740 | -3.98% | |
| Second Half Financial Partners, Llc | 7.57% | 628,118 | $18,466,682 | $17,731,771 | -$734,911 | -3.98% | |
| Integrated Wealth Concepts Llc | 0.12% | 616,804 | $18,134,040 | $17,412,377 | -$721,663 | -3.98% | |
| Steward Partners Investment Advisory, Llc | 0.09% | 604,216 | $17,763,962 | $17,057,018 | -$706,944 | -3.98% | |
| Stratos Wealth Partners, Ltd. | 0.17% | 579,456 | $17,036,008 | $16,358,043 | -$677,965 | -3.98% | |
| Focus Partners Wealth | 0.02% | 546,374 | $16,063,396 | $15,424,138 | -$639,258 | -3.98% | |
| Vestgen Advisors, Llc | 0.47% | 545,359 | $16,033,548 | $15,395,485 | -$638,063 | -3.98% | |
| Silver Oak Securities, Incorporated | 0.92% | 514,302 | $15,120,482 | $14,518,745 | -$601,737 | -3.98% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 517,800 | $15,052,452 | $14,617,494 | -$434,958 | -2.89% | |
| Beaumont Financial Advisors, Llc | 0.95% | 506,641 | $14,895,247 | $14,302,475 | -$592,772 | -3.98% | |
| Cooper Capital Advisors Llc | 6.21% | 486,689 | $14,308,667 | $13,739,230 | -$569,437 | -3.98% | |
| Argent Advisors, Inc. | 3.24% | 441,026 | $12,966,178 | $12,450,164 | -$516,014 | -3.98% | |
| Cwm, Llc | 0.03% | 497,696 | $12,716,133 | $14,049,958 | +$1,333,825 | +10.49% | |
| Clarus Group, Inc. | 4.24% | 425,643 | $12,513,899 | $12,015,902 | -$497,997 | -3.98% | |
| Prime Capital Investment Advisors, Llc | 0.12% | 423,807 | $12,459,916 | $11,964,072 | -$495,844 | -3.98% | |
| Summit Financial Wealth Advisors, Llc | 1.53% | 406,865 | $11,961,831 | $11,485,799 | -$476,032 | -3.98% | |
| Private Advisor Group, Llc | 0.05% | 366,388 | $10,771,793 | $10,343,133 | -$428,660 | -3.98% | |
| Aptus Capital Advisors, Llc | 0.08% | 363,384 | $10,683,490 | $10,258,330 | -$425,160 | -3.98% | |
| Concurrent Investment Advisors, Llc | 0.09% | 362,301 | $10,651,632 | $10,227,757 | -$423,875 | -3.98% | |
| Farther Finance Advisors, Llc | 0.08% | 360,184 | $10,589,403 | $10,167,994 | -$421,409 | -3.98% | |
| Pinnacle Wealth Management Advisory Group, Llc | 0.61% | 349,706 | $10,281,364 | $9,872,200 | -$409,164 | -3.98% | |
| Rockefeller Capital Management L.P. | 0.02% | 341,896 | $10,051,777 | $9,651,724 | -$400,053 | -3.98% | |
| Atlas Private Wealth Advisors | 2.31% | 384,854 | $9,833,013 | $10,864,428 | +$1,031,415 | +10.49% | |
| Echo Wealth Management, Llc | 4.96% | 330,875 | $9,727,725 | $9,340,601 | -$387,124 | -3.98% | |
| Snowden Capital Advisors Llc | 0.22% | 316,399 | $9,302,128 | $8,931,944 | -$370,184 | -3.98% | |
| Luken Investment Analytics, Llc | 3.01% | 293,324 | $8,623,726 | $8,280,537 | -$343,189 | -3.98% | |
| &Partners | 0.04% | 292,479 | $8,595,218 | $8,256,682 | -$338,536 | -3.94% | |
| B. Riley Wealth Advisors, Inc. | 0.26% | 362,225 | $8,591,985 | $10,225,612 | +$1,633,627 | +19.01% | |
| Principal Securities, Inc. | 0.10% | 289,620 | $8,514,832 | $8,175,973 | -$338,859 | -3.98% | |
| Arq Wealth Advisors, Llc | 1.05% | 294,973 | $8,495,223 | $8,327,088 | -$168,135 | -1.98% | |
| Newedge Advisors, Llc | 0.02% | 279,969 | $8,231,054 | $7,903,525 | -$327,529 | -3.98% | |
| Rfg Advisory, Llc | 0.12% | 257,160 | $7,560,500 | $7,259,627 | -$300,873 | -3.98% |
Frequently asked questions about RDVI
Who owns the most RDVI stock?
The largest holders of RDVI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FT VEST RISING DIVIDEND ACHI (RDVI).
Is RDVI widely held by superinvestors?
Many widely followed stocks like RDVI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RDVI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.