13FBOX
FT VEST RISING DIVIDEND ACHIEVERS TARGET · 13F Institutional Holdings
Options Calculator Rankings
F

FT VEST RISING DIVIDEND ACHIEVERS TARGET

RDVI
Institutions
312
Combined AUM (Q2 2026)
$2.06B
Combined Shares (Q2 2026)
70.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+7.2M
225 · 47 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-3.4M
74 · 13 Exit · ≈
⚖️ Net
+3.8M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.06B
Institutions
312
New Buys
47
Adds
178
Reduces
61
Exits
13
Unchanged
26
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.08%0.08%#133$376.4M12.8M$289.7M11.3M+1.5M+12.92%Add
WELLS FARGO & COMPANY/MN
0.02%0.02%#237$120.1M4.1M$96.1M3.8M+323,600+8.60%Add
RAYMOND JAMES FINANCIAL INC
0.03%0.03%#209$110.8M3.8M$90.9M3.6M+209,208+5.88%Add
Cetera Investment Advisers
0.07%0.07%#142$81.9M2.8M$62.5M2.4M+338,442+13.82%Add
ROYAL BANK OF CANADA
0.01%0.01%#258$76.6M2.6M$63.3M2.5M+128,259+5.17%Add
STIFEL FINANCIAL CORP
0.06%0.06%#156$75.9M2.6M$62.7M2.5M+124,313+5.06%Add
OSAIC HOLDINGS, INC.
0.09%0.08%#130$73.1M2.5M$55.7M2.2M+305,614+14.01%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.08%0.07%#139$61.2M2.1M$51.5M2.0M+64,681+3.21%Add
Kestra Advisory Services, LLC
0.13%0.12%#107$40.5M1.4M$32.2M1.3M+117,890+9.36%Add
Baird Financial Group, Inc.
0.05%0.05%#174$36.9M1.3M$30.1M1.2M+76,194+6.47%Add
HARBOUR INVESTMENTS, INC.
0.39%0.37%#60$28.6M974,155$23.9M934,811+39,344+4.21%Add
Cambridge Investment Research Advisors, Inc.
0.06%0.06%#155$27.7M941,301$23.3M911,414+29,887+3.28%Add
Arax Advisory Partners
0.17%0.55%#102$25.2M858,837$19.5M762,596+96,241+12.62%Add
PINNACLE ASSOCIATES LTD
0.27%0.28%#73$25.1M852,753$21.5M842,134+10,619+1.26%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#270$25.0M851,604$21.8M854,046-2,442-0.29%Reduce
Janney Montgomery Scott LLC
0.04%0.04%#182$23.0M781,655$17.0M666,175+115,480+17.33%Add
Prospera Financial Services Inc
0.31%0.28%#66$21.0M714,319$17.3M678,830+35,489+5.23%Add
Merit Financial Group, LLC
0.13%0.14%#109$21.0M713,832$18.6M729,089-15,257-2.09%Reduce
ADAMSBROWN WEALTH CONSULTANTS LLC
3.8%4.54%#8$20.2M686,102$17.2M671,774+14,328+2.13%Add
Integrated Wealth Concepts LLC
0.09%0.12%#126$18.7M634,649$14.8M579,593+55,056+9.50%Add
Second Half Financial Partners, LLC
7.57%7.23%#1$18.5M628,118$16.0M628,11800.00%Unchanged
Steward Partners Investment Advisory, LLC
0.09%0.07%#127$17.8M604,216$13.3M522,015+82,201+15.75%Add
PARK NATIONAL CORP /OH/
0.61%0.53%#46$17.2M671,557$17.4M680,532-8,975-1.32%Reduce
Stratos Wealth Partners, LTD.
0.17%0.18%#99$17.0M579,456$15.7M615,145-35,689-5.80%Reduce
Focus Partners Wealth
0.02%0.02%#248$16.1M546,374$16.8M656,856-110,482-16.82%Reduce
VestGen Advisors, LLC
0.47%0.39%#52$16.0M545,359$14.7M541,282+4,077+0.75%Add
SILVER OAK SECURITIES, INCORPORATED
0.92%0.91%#33$15.1M514,302$12.4M485,388+28,914+5.96%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.02%#222$15.1M517,800$11.4M443,566+74,234+16.74%Add
Beaumont Financial Advisors, LLC
0.95%0.89%#31$14.9M506,641$12.9M505,227+1,414+0.28%Add
Cooper Capital Advisors LLC
6.21%8.36%#2$14.3M486,689$12.0M467,847+18,842+4.03%Add
Argent Advisors, Inc.
3.24%3.11%#11$13.0M441,026$11.4M445,151-4,125-0.93%Reduce
HighTower Advisors, LLC
0.01%0.01%#254$12.9M437,345$8.7M339,668+97,677+28.76%Add
Clarus Group, Inc.
4.24%3.96%#6$12.5M425,643$11.0M431,883-6,240-1.44%Reduce
Prime Capital Investment Advisors, LLC
0.12%0.18%#115$12.5M423,807$15.9M621,989-198,182-31.86%Reduce
Summit Financial Wealth Advisors, LLC
1.53%1.43%#25$12.0M406,865$10.1M395,850+11,015+2.78%Add
Private Advisor Group, LLC
0.05%0.03%#177$10.8M366,388$6.6M257,486+108,902+42.29%Add
Aptus Capital Advisors, LLC
0.07%0.08%#145$10.7M363,384$9.6M374,883-11,499-3.07%Reduce
Concurrent Investment Advisors, LLC
0.09%0.1%#128$10.7M362,301$8.8M345,434+16,867+4.88%Add
Farther Finance Advisors, LLC
0.08%0.06%#135$10.6M360,184$6.8M264,710+95,474+36.07%Add
Pinnacle Wealth Management Advisory Group, LLC
0.61%0.62%#45$10.3M349,706$8.9M346,412+3,294+0.95%Add
Rockefeller Capital Management L.P.
0.02%0.01%#250$10.1M341,896$7.9M309,334+32,562+10.53%Add
Echo Wealth Management, LLC
4.96%4.52%#3$9.7M330,875$7.8M307,166+23,709+7.72%Add
Snowden Capital Advisors LLC
0.22%0.21%#87$9.3M316,399$8.1M316,456-57-0.02%Reduce
Luken Investment Analytics, LLC
3.01%3.53%#13$8.6M293,324$9.2M360,658-67,334-18.67%Reduce
&PARTNERS
0.04%0.04%#200$8.6M292,479$8.7M338,910-46,431-13.70%Reduce
PRINCIPAL SECURITIES, INC.
0.1%0.11%#124$8.5M289,620$7.2M281,685+7,935+2.82%Add
ARQ WEALTH ADVISORS, LLC
1.05%0.91%#30$8.5M294,973$5.0M197,467+97,506+49.38%Add
Atlas Private Wealth Advisors
1.83%2.31%#18$8.4M284,512$9.8M384,854-100,342-26.07%Reduce
NewEdge Advisors, LLC
0.02%0.02%#224$8.2M279,969$5.7M222,736+57,233+25.70%Add
Aurora Private Wealth, Inc.
4.8%3.36%#4$7.6M257,278$4.7M179,819+77,459+43.08%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow