Who Owns FIRST TR DIV ACHIEVERS TARGET (RDVI)? -- Institutional Holders (2026-06-30)

324 institutions reported holding $2.08B of FIRST TR DIV ACHIEVERS TARGET (RDVI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($376.4M), WELLS FARGO & COMPANY/MN ($120.1M), RAYMOND JAMES FINANCIAL INC ($110.8M), Cetera Investment Advisers ($81.9M), Royal Bank of Canada ($76.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$376.4M	12.8M	Added
2	WELLS FARGO & COMPANY/MN	$120.1M	4.1M	Added
3	RAYMOND JAMES FINANCIAL INC	$110.8M	3.8M	Added
4	Cetera Investment Advisers	$81.9M	2.8M	Added
5	Royal Bank of Canada	$76.6M	2.6M	Added
6	STIFEL FINANCIAL CORP	$75.9M	2.6M	Added
7	OSAIC HOLDINGS, INC.	$73.1M	2.5M	Added
8	COMMONWEALTH EQUITY SERVICES, LLC	$61.2M	2.1M	Added
9	Kestra Advisory Services, LLC	$40.5M	1.4M	Added
10	Baird Financial Group, Inc.	$36.9M	1.3M	Added
11	HARBOUR INVESTMENTS, INC.	$28.6M	974,155	Added
12	Cambridge Investment Research Advisors, Inc.	$27.7M	941,301	Added
13	Arax Advisory Partners	$25.2M	858,837	Added
14	PINNACLE ASSOCIATES LTD	$25.1M	852,753	Added
15	ENVESTNET ASSET MANAGEMENT INC	$25.0M	851,604	Trimmed
16	Janney Montgomery Scott LLC	$23.0M	781,655	Added
17	Prospera Financial Services Inc	$21.0M	714,319	Added
18	Merit Financial Group, LLC	$21.0M	713,832	Trimmed
19	PARK NATIONAL CORP /OH/	$20.9M	711,228	Added
20	ADAMSBROWN WEALTH CONSULTANTS LLC	$20.2M	686,102	Added
21	Second Half Financial Partners, LLC	$18.5M	628,118	Hold
22	Integrated Wealth Concepts LLC	$18.1M	616,804	Added
23	Bullseye Investment Management, LLC	$17.9M	609,066	Added
24	Steward Partners Investment Advisory, LLC	$17.8M	604,216	Added
25	Stratos Wealth Partners, LTD.	$17.0M	579,456	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30