| 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 30 Sep 2025, 246 institutional investors reported holding 52,403,631 shares of First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF (RDVI). This represents 53% of the company’s total 99,412,313 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF (RDVI) together control 37% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 9.3% | 9,273,625 | +19% | 0.07% | $239,723,182 |
| RAYMOND JAMES FINANCIAL INC | 3% | 3,003,567 | +16% | 0.02% | $77,642,202 |
| WELLS FARGO & COMPANY/MN | 2.7% | 2,637,393 | +11% | 0.01% | $68,176,616 |
| STIFEL FINANCIAL CORP | 2.2% | 2,219,215 | +3.6% | 0.05% | $57,366,786 |
| Cetera Investment Advisers | 2.1% | 2,097,623 | +38% | 0.06% | $54,223,568 |
| ROYAL BANK OF CANADA | 2% | 1,966,169 | +6.3% | 0.01% | $50,826,000 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2% | 1,939,836 | +6.2% | 0.06% | $50,145,000 |
| OSAIC HOLDINGS, INC. | 1.5% | 1,480,880 | +23% | 0.05% | $37,949,393 |
| Baird Financial Group, Inc. | 0.97% | 962,695 | -5.6% | 0.04% | $24,885,666 |
| ENVESTNET ASSET MANAGEMENT INC | 0.93% | 923,088 | +51% | 0.01% | $23,861,833 |
| Cambridge Investment Research Advisors, Inc. | 0.91% | 908,763 | +32% | 0.06% | $23,492,000 |
| Focus Partners Wealth | 0.86% | 856,412 | -0.16% | 0.04% | $22,138,251 |
| Kestra Advisory Services, LLC | 0.81% | 806,916 | +25% | 0.1% | $20,858,774 |
| PINNACLE ASSOCIATES LTD | 0.8% | 799,660 | +3.5% | 0.27% | $20,671,205 |
| Prospera Financial Services Inc | 0.76% | 753,087 | +10% | 0.33% | $19,473,973 |
| PARK NATIONAL CORP /OH/ | 0.7% | 693,897 | -3.4% | 0.56% | $17,937,238 |
| Merit Financial Group, LLC | 0.65% | 646,003 | 0.15% | $16,699,178 | |
| Second Half Financial Partners, LLC | 0.63% | 628,118 | -0.96% | 7.2% | $16,236,862 |
| Luken Investment Analytics, LLC | 0.63% | 627,752 | +32% | 6.3% | $16,227,389 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.62% | 619,155 | +4.7% | 0.02% | $15,998,959 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 0.6% | 595,337 | +10% | 4.2% | $15,389,451 |
| HARBOUR INVESTMENTS, INC. | 0.6% | 591,991 | +4.8% | 0.35% | $15,302,971 |
| Prime Capital Investment Advisors, LLC | 0.59% | 590,871 | +4.7% | 0.19% | $15,274,005 |
| Janney Montgomery Scott LLC | 0.59% | 588,943 | +2.3% | 0.04% | $15,224,000 |
| VestGen Advisors, LLC | 0.57% | 561,816 | +5% | 0.48% | $14,522,944 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 6,225,264 | $164,152,856 | +$7,247,177 | $26.24 | 53 |
| 2025 Q3 | 52,403,631 | $1,354,139,220 | +$148,781,174 | $25.85 | 246 |
| 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 |