Latest Period
Q1 2026
CUSIP: 33738D879
Latest Period
Q1 2026
Institutions Reporting
280
Shares (Excl. Options)
66,639,118
Price
$25.55
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Latest holder context comes from 280 institutions filings for Q1 2026.
Security key
33738D879
Latest holder period
Q1 2026
13F holders
280
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 33738D879:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| 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
Largest 13F positions for this security by reported shares and value.
| 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
Holder count, reported shares/value, and median price by quarter.
| 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 |