| 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 Dec 2025, 270 institutional investors reported holding 57,879,013 shares of First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF (RDVI). This represents 58% 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 40% 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 | 10% | 10,035,654 | +8.2% | 0.07% | $263,335,543 |
| RAYMOND JAMES FINANCIAL INC | 3.8% | 3,761,100 | +25% | 0.03% | $98,691,270 |
| WELLS FARGO & COMPANY/MN | 2.9% | 2,928,956 | +11% | 0.02% | $76,855,825 |
| STIFEL FINANCIAL CORP | 2.3% | 2,260,305 | +1.9% | 0.05% | $59,310,302 |
| ROYAL BANK OF CANADA | 2.2% | 2,182,106 | +11% | 0.01% | $57,258,000 |
| Cetera Investment Advisers | 2.1% | 2,121,729 | +1.1% | 0.06% | $55,674,161 |
| OSAIC HOLDINGS, INC. | 2.1% | 2,094,153 | +41% | 0.08% | $54,954,539 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2% | 1,974,367 | +1.8% | 0.07% | $51,807,387 |
| Cambridge Investment Research Advisors, Inc. | 1% | 1,015,521 | +12% | 0.07% | $26,647,000 |
| Kestra Advisory Services, LLC | 1% | 1,010,352 | +25% | 0.11% | $26,511,645 |
| Baird Financial Group, Inc. | 1% | 1,000,472 | +3.9% | 0.04% | $26,252,385 |
| ENVESTNET ASSET MANAGEMENT INC | 0.92% | 918,311 | -0.52% | 0.01% | $24,096,471 |
| PINNACLE ASSOCIATES LTD | 0.84% | 835,957 | +4.5% | 0.28% | $21,935,513 |
| Arax Advisory Partners | 0.73% | 729,093 | 0.56% | $19,131,396 | |
| Focus Partners Wealth | 0.7% | 697,376 | -19% | 0.02% | $18,299,147 |
| PARK NATIONAL CORP /OH/ | 0.68% | 673,817 | -2.9% | 0.55% | $17,680,958 |
| Merit Financial Group, LLC | 0.68% | 673,128 | +4.2% | 0.14% | $17,662,879 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 0.65% | 645,816 | +8.5% | 4.7% | $16,946,214 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.64% | 639,304 | +3.3% | 0.02% | $17,440,225 |
| Luken Investment Analytics, LLC | 0.64% | 638,585 | +1.7% | 6.6% | $16,756,470 |
| Janney Montgomery Scott LLC | 0.63% | 628,660 | +6.7% | 0.04% | $16,496,000 |
| HARBOUR INVESTMENTS, INC. | 0.63% | 628,440 | +6.2% | 0.33% | $16,490,266 |
| Second Half Financial Partners, LLC | 0.63% | 628,118 | 0% | 7.3% | $16,481,828 |
| Prime Capital Investment Advisors, LLC | 0.62% | 612,237 | +3.6% | 0.2% | $16,065,098 |
| Prospera Financial Services Inc | 0.56% | 559,076 | -26% | 0.24% | $14,673,860 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 57,879,013 | $1,519,567,642 | +$138,571,196 | $26.24 | 270 |
| 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 |