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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

229 hedge funds and large institutions have $1.02B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 134 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 50

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

10% more capital invested

Capital invested by funds: $929M → $1.02B (+$94M)

2% more funds holding

Funds holding: 225 → 229 (+4)

2.42% less ownership

Funds ownership: 59.5% → 57.07% (-2.4%)

Holders
229
Holders Change
+4
Holders Change %
+1.78%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
30
Increased
134
Reduced
50
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$22.5M
2
Raymond James Financial
Raymond James Financial
Florida
+$13.9M
3
APWA
Atlas Private Wealth Advisors
New Jersey
+$12.4M
4
Wells Fargo
Wells Fargo
California
+$12.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$12.7M
2
IAA
Independent Advisor Alliance
North Carolina
-$9.77M
3
NFG
Nations Financial Group
Iowa
-$4.31M
4
WA
Whipplewood Advisors
Colorado
-$2.91M
5
SHFP
Second Half Financial Partners
Florida
-$2.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
226
REAP Financial Group
Texas
$9.54K +$198 +8 +2%
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$4.53K -$10.8K -436 -70%
HFS
228
Hantz Financial Services
Michigan
$4K +$4.03K +163 New
Fidelity Investments
229
Fidelity Investments
Massachusetts
$1.09K +$1.11K +45 +4,500%
IAA
230
Independent Advisor Alliance
North Carolina
– -$9.77M -403,123 Closed
MWA
231
MN Wealth Advisors
Kansas
– -$2.29M -94,639 Closed
BWM
232
BlackDiamond Wealth Management
New York
– -$1.31M -53,890 Closed
Citadel Advisors
233
Citadel Advisors
Florida
– -$664K -27,407 Closed
IA
234
Inspire Advisors
Idaho
– -$630K -25,990 Closed
IA
235
IFG Advisory
Georgia
– -$610K -25,183 Closed
KCFA
236
Key Client Fiduciary Advisors
New Jersey
– -$568K -23,415 Closed
TWP
237
Triad Wealth Partners
Kansas
– -$284K -11,714 Closed
QC
238
Quadrature Capital
United Kingdom
– -$283K -11,685 Closed
KDA
239
Kraft Davis & Associates
Missouri
– -$268K -10,703 Closed
TCM
240
Triumph Capital Management
Colorado
– -$238K -9,812 Closed
NAS
241
NWF Advisory Services
California
– -$231K -9,527 Closed
CFGS
242
Concourse Financial Group Securities
Alabama
– -$229K -8,927 Closed
KIM
243
Kestra Investment Management
Texas
– -$61.1K -2,522 Closed
LC
244
Luminist Capital
Michigan
– -$19.7K -814 Closed
PIS
245
POM Investment Strategies
North Carolina
– -$18.6K -769 Closed
GSWM
246
Golden State Wealth Management
California
– -$3.31K -136 Closed
AF
247
Allworth Financial
California
– -$2.54K -100 Closed
Simplex Trading
248
Simplex Trading
Illinois
– -$1K -75 Closed
6 7 8 9
10

RDVI Hedge Fund Activity: Q1 2025 in Review

229 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q1 2025, worth a combined $1.02B — up 10% from $929M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RDVI positions and 19 closed out — a net gain of 11 holders — while 134 added to existing stakes and 50 trimmed.

The largest buyer was LPL Financial, adding an estimated $22.5M. The largest seller was Arax Advisory Partners, cutting an estimated $12.7M.

  • 229 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q1 2025, up from 225 in Q4 2024.
  • Funds reported $1.02B of FT Vest Rising Dividend Achievers Target Income ETF stock for Q1 2025, up 10% quarter-over-quarter.
  • 30 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q1 2025 and 19 closed out, a net change of +11 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q1 2025 was LPL Financial, an estimated $22.5M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q1 2025 was Arax Advisory Partners, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2025.