RDVI

Ft Vest Rising Dividend Achi

+$161.5M

Net Activity

Institutions Holding

277

Popularity Rank

#2150

Avg Weight

0.39%

Total Value

$1.7B

Ownership Trend

277 institutions currently hold RDVI, with 196 net buyers and 83 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

83

Net Buying Institutions

196

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$289.7M
WF
Wells Fargo & Company/mn
$96.1M
RJ
Raymond James Financial INC
$90.9M
RB
Royal Bank Of Canada
$63.3M
SF
Stifel Financial CORP
$62.7M

Top 5 by Conviction

CC
Cooper Capital Advisors LLC
8.36%
SH
Second Half Financial Partners, LLC
7.23%
AW
Adamsbrown Wealth Consultants LLC
4.54%
EW
Echo Wealth Management, LLC
4.52%
CG
Clarus Group, Inc.
3.96%
View all 277 holding institutions

Quarterly Activity

Recent Activity

+$1.5B

Total Buy Value

$312.4M

Total Sell Value

New buy24
Trim59
Add172
Sold out24

196

Net Buyers

83

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FT VEST RISING DIVIDEND ACHI (RDVI)?
Major stakeholders currently include LPL Financial LLC ($289.7M), Wells Fargo & Company/mn ($96.1M), Raymond James Financial INC ($90.9M). Based on the latest 13F filings, there are a total of 277 tracked investment funds and institutions maintaining positions in RDVI.
What is the overall institutional sentiment toward RDVI recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $161.5M, driven by 196 managers accumulating shares while 83 reduced their exposure.
Which institutions have been selling or reducing their RDVI positions?
In the latest period, 59 funds trimmed their holdings, and 24 managers completely exited their positions. The aggregate reported sell value was $312.4M.
Are there any notable investors adding RDVI to their portfolios?
Yes, buying activity remains notable. 24 institutions opened new positions in {ticker}, and 172 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.5B.

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