We are live on ! Find out more
RDVI icon

FT Vest Rising Dividend Achievers Target Income ETF
RDVI

249 hedge funds and large institutions have $1.36B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 149 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 56

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

16% more capital invested

Capital invested by funds: $1.17B → $1.36B (+$185M)

2% more funds holding

Funds holding: 245 → 249 (+4)

0.35% less ownership

Funds ownership: 58.26% → 57.91% (-0.35%)

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
3.27%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
26
Increased
149
Reduced
56
Closed
14
Calls
$259K
Puts
–
Net Calls
+$259K
Net Calls Change
-$490K

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.1M
2
MFG
Merit Financial Group
Georgia
+$16.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.5M
4
Raymond James Financial
Raymond James Financial
Florida
+$10.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.82M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$16.9M
2
APWA
Atlas Private Wealth Advisors
New Jersey
-$10.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.62M
4
EA
Ergawealth Advisors
Illinois
-$1.73M
5
Truist Financial
Truist Financial
North Carolina
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
226
Founders Financial Alliance
North Carolina
$116K +$114K +4,500 New
MWA
227
Medallion Wealth Advisors
Connecticut
$108K – – –
LFG
228
Larson Financial Group
Missouri
$90.3K +$41.6K +1,650 +90%
GWM
229
Geneos Wealth Management
Colorado
$79.8K +$1.08K +43 +1%
WSFS
230
Wilmington Savings Fund Society
Delaware
$77.5K -$251K -9,962 -77%
IWM
231
IMG Wealth Management
Florida
$59.3K +$1.01K +40 +2%
US Bancorp
232
US Bancorp
Minnesota
$56.9K +$55.5K +2,200 New
EWP
233
Elevation Wealth Partners
California
$53.1K – – –
SWIM
234
Smallwood Wealth Investment Management
New Jersey
$51.7K – – –
CAM
235
Creekmur Asset Management
Illinois
$51.4K +$1.79K +71 +4%
WWMSC
236
Wagner Wealth Management (South Carolina)
South Carolina
$51.2K +$5.93K +235 +13%
PA
237
Parallel Advisors
California
$38.4K +$37.5K +1,485 New
SS
238
SBI Securities
Japan
$37K -$681 -27 -2%
AF
239
Allworth Financial
California
$30.8K -$10.7K -424 -26%
CA
240
Clearstead Advisors
Ohio
$27.2K – – –
Qube Research & Technologies (QRT)
241
Qube Research & Technologies (QRT)
United Kingdom
$22.3K +$21.8K +862 New
KA
242
Kozak & Associates
Colorado
$21.9K +$606 +24 +3%
T2I
243
Turim 21 Investimentos
Brazil
$20.8K +$20.3K +804 New
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$20K +$19.6K +775 New
PFBT
245
Parkside Financial Bank & Trust
Missouri
$12.9K +$12.6K +500 New
JP Morgan Chase
246
JP Morgan Chase
New York
$9.33K -$530 -21 -5%
RCM
247
Raleigh Capital Management
North Carolina
$9.11K +$8.88K +352 New
HFS
248
Hantz Financial Services
Michigan
$4K – – –
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$724 – – –
AAP
250
Arax Advisory Partners
Colorado
– -$16.9M -685,753 Closed
7 8 9
10
11

RDVI Hedge Fund Activity: Q3 2025 in Review

249 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q3 2025, worth a combined $1.36B — up 16% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RDVI positions and 14 closed out — a net gain of 12 holders — while 149 added to existing stakes and 56 trimmed.

The largest buyer was LPL Financial, adding an estimated $37.1M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $16.9M sold.

  • 249 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q3 2025, up from 245 in Q2 2025.
  • Funds reported $1.36B of FT Vest Rising Dividend Achievers Target Income ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 26 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q3 2025 and 14 closed out, a net change of +12 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q3 2025 was LPL Financial, an estimated $37.1M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2025.