Security Snapshot

First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF (RDVI) Institutional Ownership

CUSIP: 33738D879

13F Institutional Holders and Ownership History from Q3 2022 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

280

Shares (Excl. Options)

66,639,118

Price

$25.55

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+8,007,406
Value change
+$204,249,037
Number of holders
280
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
99,412,313
SEC-reported price per share
$27.09
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • RDVI - First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF is tracked under CUSIP 33738D879.
  • 280 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 281 to 280 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $1,537,978,730 to $1,704,151,472.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 280 institutions filings for Q1 2026.

Open SEC evidence

Security key

33738D879

Latest holder period

Q1 2026

13F holders

280

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
RDVI
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 15% -9.5% $390,243,432 -$8,679,693 14,872,082 -2.2% First Trust Portfolios L.P. 31 Dec 2025

As of 31 Mar 2026, 280 institutional investors reported holding 66,639,118 shares of First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF (RDVI). This represents 67% of the company’s total 99,412,313 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
44%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
LPL Financial LLC 11% 11,337,017 +13% 0.08% $289,660,760
WELLS FARGO & COMPANY/MN 3.8% 3,761,313 +28% 0.02% $96,101,540
RAYMOND JAMES FINANCIAL INC 3.6% 3,558,084 -5.4% 0.03% $90,909,040
ROYAL BANK OF CANADA 2.5% 2,478,696 +14% 0.01% $63,331,000
STIFEL FINANCIAL CORP 2.5% 2,455,677 +8.6% 0.06% $62,742,501
Cetera Investment Advisers 2.5% 2,448,107 +15% 0.07% $62,549,121
OSAIC HOLDINGS, INC. 2.2% 2,181,726 +4.2% 0.08% $55,746,414
COMMONWEALTH EQUITY SERVICES, LLC 2% 2,015,710 +2.1% 0.07% $51,501,384
Kestra Advisory Services, LLC 1.3% 1,259,725 +25% 0.12% $32,185,969
Baird Financial Group, Inc. 1.2% 1,177,764 +18% 0.05% $30,091,870
Independent Advisor Alliance 1.2% 1,146,879 0.31% $29,302,780
HARBOUR INVESTMENTS, INC. 0.94% 934,811 +49% 0.37% $23,884,423
Cambridge Investment Research Advisors, Inc. 0.92% 911,414 -10% 0.06% $23,287,000
ENVESTNET ASSET MANAGEMENT INC 0.86% 854,046 -7% 0.01% $21,820,887
PINNACLE ASSOCIATES LTD 0.85% 842,134 +0.74% 0.28% $21,516,525
Arax Advisory Partners 0.77% 762,596 +4.6% 0.55% $19,484,336
Merit Financial Group, LLC 0.73% 729,089 +8.3% 0.14% $18,628,221
PARK NATIONAL CORP /OH/ 0.68% 680,532 +1% 0.53% $17,387,592
Prospera Financial Services Inc 0.68% 678,830 +21% 0.28% $17,348,118
ADAMSBROWN WEALTH CONSULTANTS LLC 0.68% 671,774 +4% 4.5% $17,163,822
Janney Montgomery Scott LLC 0.67% 666,175 +6% 0.04% $17,021,000
Focus Partners Wealth 0.66% 656,856 -5.8% 0.02% $16,782,664
Second Half Financial Partners, LLC 0.63% 628,118 0% 7.2% $16,048,426
Prime Capital Investment Advisors, LLC 0.63% 621,989 +1.6% 0.18% $15,891,825
Stratos Wealth Partners, LTD. 0.62% 615,145 +144% 0.18% $15,716,959

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
15
Latest
Q1 2026
Rows shown
1-15 of 15
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 66,639,118 $1,704,151,472 +$204,249,037 $25.55 280
2025 Q4 58,580,735 $1,537,978,730 +$146,101,391 $26.24 281
2025 Q3 52,416,306 $1,354,466,843 +$148,795,125 $25.85 247
2025 Q2 47,274,020 $1,168,235,478 +$126,754,882 $24.71 241
2025 Q1 42,825,112 $1,015,589,369 +$110,771,658 $23.72 223
2024 Q4 38,270,541 $928,258,768 +$163,501,701 $24.24 222
2024 Q3 31,253,909 $769,670,281 +$120,958,450 $24.64 191
2024 Q2 26,350,481 $616,200,318 +$91,327,363 $23.38 166
2024 Q1 22,400,849 $547,831,899 +$105,711,655 $24.48 148
2023 Q4 18,120,028 $418,022,716 +$51,639,223 $23.08 134
2023 Q3 14,728,308 $310,242,943 +$128,980,945 $21.07 102
2023 Q2 8,561,073 $188,244,317 +$141,141,277 $21.97 80
2023 Q1 2,108,862 $45,009,105 +$34,067,048 $21.47 43
2022 Q4 509,684 $11,064,390 +$9,580,020 $21.29 15
2022 Q3 39,025 $822,249 +$822,249 $21.07 1
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