Latest Period
Q2 2026
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 Q2 2026
Institutions Reporting
312
Shares (Excl. Options)
70,257,434
Price
$29.40
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- Security type / class
- Equity / FT Vest Rising Dividend Achievers Target Income ETF
- Symbol
- RDVI
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 70,257,434
- Total 13F value
- $2,064,896,818
- Portfolio coverage rank
- 0.01%
- Share change
- +3,965,101
- Value change
- +$120,946,269
- Number of holders
- 312
- Shares outstanding
- 118,931,477
- SEC-reported price per share
- $29.15
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
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.
- 312 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 282 to 312 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,704,944,215 to $2,064,896,818.
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
Open SEC evidence
Latest holder context comes from 312 institutions filings for Q2 2026.
Security key
33738D879
Latest holder period
Q2 2026
13F holders
312
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33738D879:
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 | 12% | -17% | $435,674,543 | -$1,564,668 | 14,818,862 | -0.36% | First Trust Portfolios L.P. | 30 Jun 2026 |
As of 30 Jun 2026, 312 institutional investors reported holding 70,257,434 shares of First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF (RDVI). This represents 59% of the company’s total 118,931,477 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
39%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 11% | 12,801,978 | +13% | 0.08% | $376,378,123 |
| WELLS FARGO & COMPANY/MN | 3.4% | 4,084,913 | +8.6% | 0.02% | $120,096,450 |
| RAYMOND JAMES FINANCIAL INC | 3.2% | 3,767,292 | +5.9% | 0.03% | $110,758,382 |
| Cetera Investment Advisers | 2.3% | 2,786,549 | +14% | 0.07% | $81,924,534 |
| ROYAL BANK OF CANADA | 2.2% | 2,606,955 | +5.2% | 0.01% | $76,644,000 |
| STIFEL FINANCIAL CORP | 2.2% | 2,579,990 | +5.1% | 0.06% | $75,851,733 |
| OSAIC HOLDINGS, INC. | 2.1% | 2,487,340 | +14% | 0.09% | $73,133,485 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.7% | 2,080,391 | +3.2% | 0.08% | $61,163,481 |
| Kestra Advisory Services, LLC | 1.2% | 1,377,615 | +9.4% | 0.13% | $40,501,877 |
| Baird Financial Group, Inc. | 1.1% | 1,253,958 | +6.5% | 0.05% | $36,866,365 |
| HARBOUR INVESTMENTS, INC. | 0.82% | 974,155 | +4.2% | 0.39% | $28,640,164 |
| Cambridge Investment Research Advisors, Inc. | 0.79% | 941,301 | +3.3% | 0.06% | $27,674,000 |
| Arax Advisory Partners | 0.72% | 858,837 | +13% | 0.17% | $25,249,821 |
| PINNACLE ASSOCIATES LTD | 0.72% | 852,753 | +1.3% | 0.27% | $25,070,939 |
| ENVESTNET ASSET MANAGEMENT INC | 0.72% | 851,604 | -0.29% | 0.01% | $25,037,165 |
| Janney Montgomery Scott LLC | 0.66% | 781,655 | +17% | 0.04% | $22,981,000 |
| Prospera Financial Services Inc | 0.6% | 714,319 | +5.2% | 0.31% | $21,006,027 |
| Merit Financial Group, LLC | 0.6% | 713,832 | -2.1% | 0.13% | $20,986,651 |
| PARK NATIONAL CORP /OH/ | 0.6% | 711,228 | +4.5% | 0.59% | $20,910,103 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 0.58% | 686,102 | +2.1% | 3.8% | $20,171,399 |
| Integrated Wealth Concepts LLC | 0.53% | 634,649 | +9.5% | 0.09% | $18,658,693 |
| Second Half Financial Partners, LLC | 0.53% | 628,118 | 0% | 7.6% | $18,466,682 |
| Steward Partners Investment Advisory, LLC | 0.51% | 604,216 | +16% | 0.09% | $17,763,962 |
| Stratos Wealth Partners, LTD. | 0.49% | 579,456 | -5.8% | 0.17% | $17,036,008 |
| Focus Partners Wealth | 0.46% | 546,374 | -17% | 0.02% | $16,063,396 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
16
Latest
Q2 2026
Rows shown
1-16 of 16
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 70,257,434 | $2,064,896,818 | +$120,946,269 | $29.40 | 312 |
| 2026 Q1 | 66,670,145 | $1,704,944,215 | +$204,207,390 | $25.55 | 282 |
| 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 |