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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

Overview Fund Activity

237 hedge funds and large institutions have $1.16B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+13
Holders Change %
+5.8%
% of All Funds
3.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
38
Increased
129
Reduced
52
Closed
20
Calls
$749K
Puts
–
Net Calls
+$749K
Net Calls Change
+$749K

Top Buyers

1
LPL Financial
LPL Financial
California
+$22.6M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$21.2M
3
Stifel Financial
Stifel Financial
Missouri
+$16.6M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$13.5M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$12.6M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$28.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.8M
3
LIA
Luken Investment Analytics
Tennessee
-$4.75M
4
P
&Partners
Tennessee
-$4.33M
5
MFG
Midwest Financial Group
Kansas
-$3.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Creekmur Asset Management
Illinois
$47.4K +$989 +40 +2%
LFG
227
Larson Financial Group
Missouri
$45.5K +$494 +20 +1%
WWM
228
Wagner Wealth Management
South Carolina
$43.1K +$840 +34 +2%
AF
229
Allworth Financial
California
$40K +$40K +1,617 New
SS
230
SBI Securities
Japan
$36K -$7.39K -299 -17%
CA
231
Clearstead Advisors
Ohio
$26K – – –
KA
232
Kozak & Associates
Colorado
$21.1K +$450 +18 +2%
BTI
233
Blue Trust Inc
Georgia
$12.4K +$12.4K +500 New
JPMorgan Chase & Co
234
JPMorgan Chase & Co
New York
$9.44K -$71.3K -2,885 -88%
GRP
235
Global Retirement Partners
California
$8.11K +$8.11K +328 New
HFS
236
Hantz Financial Services
Michigan
$4K – – –
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$692 -$4.03K -163 -85%
Goldman Sachs
238
Goldman Sachs
New York
– -$2.35M -99,240 Closed
VCM
239
Virtue Capital Management
Tennessee
– -$1.35M -56,949 Closed
SAM
240
Secure Asset Management
Michigan
– -$1.18M -49,634 Closed
SH
241
SLT Holdings
Arizona
– -$1.06M -44,700 Closed
WW
242
Winnow Wealth
Texas
– -$964K -40,644 Closed
WWA
243
WCG Wealth Advisors
Nevada
– -$657K -27,703 Closed
Envestnet Portfolio Solutions
244
Envestnet Portfolio Solutions
Illinois
– -$609K -25,666 Closed
MIM
245
Marshall Investment Management
Colorado
– -$404K -17,029 Closed
SWM
246
SeaCrest Wealth Management
New York
– -$299K -12,611 Closed
NEWAS
247
N.E.W. Advisory Services
Wisconsin
– -$299K -12,610 Closed
GT
248
Greenleaf Trust
Michigan
– -$297K -12,500 Closed
SIM
249
Synergy Investment Management
Florida
– -$171K -7,220 Closed
FFA
250
Founders Financial Alliance
North Carolina
– -$107K -4,500 Closed
7 8 9
10
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