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FT Vest Rising Dividend Achievers Target Income ETF

245 hedge funds and large institutions have $1.17B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 54

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $1.02B → $1.17B (+$151M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more funds holding

Funds holding: 229245 (+16)

1.19% more ownership

Funds ownership: 57.07%58.26% (+1.2%)

Holders
245
Holders Change
+16
Holders Change %
+6.99%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
39
Increased
133
Reduced
54
Closed
20
Calls
$749K
Puts
Net Calls
+$749K
Net Calls Change
+$749K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Barrett & Company
Rhode Island
$120K +$115K +4,875 New
RIL
227
Rothschild Investment LLC
Illinois
$116K
MWA
228
Medallion Wealth Advisors
Connecticut
$104K +$62.8K +2,669 +178%
GWM
229
Geneos Wealth Management
Colorado
$75.2K -$48.9K -2,080 -41%
HBW
230
Hazlett, Burt & Watson
West Virginia
$70K +$25.4K +1,082 +60%
IWM
231
IMG Wealth Management
Florida
$55.7K +$12.7K +538 +31%
EWP
232
Elevation Wealth Partners
California
$50.7K
SWIM
233
Smallwood Wealth Investment Management
New Jersey
$49.4K
CAM
234
Creekmur Asset Management
Illinois
$47.4K +$941 +40 +2%
LFG
235
Larson Financial Group
Missouri
$45.5K +$470 +20 +1%
WWMSC
236
Wagner Wealth Management (South Carolina)
South Carolina
$43.1K +$800 +34 +2%
AF
237
Allworth Financial
California
$40K +$38K +1,617 New
SS
238
SBI Securities
Japan
$36K -$7.03K -299 -17%
CA
239
Clearstead Advisors
Ohio
$26K
KA
240
Kozak & Associates
Colorado
$21.1K +$423 +18 +2%
BTI
241
Blue Trust Inc
Georgia
$12.4K +$11.8K +500 New
JP Morgan Chase
242
JP Morgan Chase
New York
$9.44K -$67.9K -2,885 -88%
GRP
243
Global Retirement Partners
California
$8.11K +$7.71K +328 New
HFS
244
Hantz Financial Services
Michigan
$4K
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$692 -$3.83K -163 -85%
Goldman Sachs
246
Goldman Sachs
New York
-$2.35M -99,240 Closed
VCM
247
Virtue Capital Management
Tennessee
-$1.35M -56,949 Closed
SAM
248
Secure Asset Management
Michigan
-$1.18M -49,634 Closed
SH
249
SLT Holdings
Arizona
-$1.06M -44,700 Closed
WW
250
Winnow Wealth
Texas
-$964K -40,644 Closed

RDVI Hedge Fund Activity: Q2 2025 in Review

245 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q2 2025, worth a combined $1.17B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new RDVI positions and 20 closed out — a net gain of 19 holders — while 133 added to existing stakes and 54 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.5M. The largest seller was Truist Financial, cutting an estimated $27M.

  • 245 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q2 2025, up from 229 in Q1 2025.
  • Funds reported $1.17B of FT Vest Rising Dividend Achievers Target Income ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 39 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q2 2025 and 20 closed out, a net change of +19 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q2 2025 was LPL Financial, an estimated $21.5M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q2 2025 was Truist Financial, an estimated $27M sold.

Based on aggregated 13F filings for Q2 2025.