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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

43 hedge funds and large institutions have $41.3M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,800% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 1

1,000% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 1

273% more capital invested

Capital invested by funds: $11.1M → $41.3M (+$30.2M)

187% more funds holding

Funds holding: 15 → 43 (+28)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

3.24% more ownership

Funds ownership: 63.71% → 66.95% (+3.2%)

Holders
43
Holders Change
+28
Holders Change %
+186.67%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
11
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$8.05M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.25M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.31M
4
Truist Financial
Truist Financial
North Carolina
+$2.22M
5
FEG
Financial Enhancement Group
Indiana
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
Wolverine Trading
Wolverine Trading
Illinois
-$202K
2
RPGK
Retirement Planning Group (Kansas)
Kansas
-$1.17K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$300K +$308K +13,995 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$255K +$262K +11,885 New
DFA
28
DHJJ Financial Advisors
Illinois
$251K +$258K +11,710 New
JWCA
29
J.W. Cole Advisors
Florida
$248K +$254K +11,530 New
KCFA
30
Key Client Fiduciary Advisors
New Jersey
$224K +$230K +10,455 New
RPGK
31
Retirement Planning Group (Kansas)
Kansas
$201K -$1.17K -53 -0.6%
CIAS
32
Capital Investment Advisory Services
North Carolina
$195K +$132K +5,970 +192%
ACA
33
Aptus Capital Advisors
Alabama
$182K – – –
GWANC
34
Guardian Wealth Advisors (North Carolina)
North Carolina
$182K – – –
CFGS
35
Concourse Financial Group Securities
Alabama
$127K +$130K +5,918 New
MIM
36
MTM Investment Management
South Carolina
$85.9K +$88.2K +4,000 New
HI
37
Harbour Investments
Wisconsin
$66.4K +$68.2K +3,092 New
WP
38
WealthPLAN Partners
Nebraska
$64.5K +$66.3K +3,006 New
ASN
39
Advisory Services Network
Georgia
$56.6K +$58.1K +2,637 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$47K +$48.3K +2,193 New
AAS
41
Ameritas Advisory Services
Nebraska
$7.51K +$7.71K +350 New
IA
42
IFP Advisors
Florida
$6.76K +$7.56K +343 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$3.73K +$3.31M +150,091 +629%
Wolverine Trading
44
Wolverine Trading
Illinois
– -$202K -9,500 Closed
1
2

RDVI Hedge Fund Activity: Q1 2023 in Review

43 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q1 2023, worth a combined $41.3M — up 273% from $11.1M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RDVI positions and 1 closed out — a net gain of 28 holders — while 11 added to existing stakes and 1 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $8.05M. The largest seller was Wolverine Trading, exiting entirely with an estimated $202K sold.

  • 43 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q1 2023, up from 15 in Q4 2022.
  • Funds reported $41.3M of FT Vest Rising Dividend Achievers Target Income ETF stock for Q1 2023, up 273% quarter-over-quarter.
  • 29 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q1 2023 and 1 closed out, a net change of +28 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q1 2023 was Osaic Holdings, an estimated $8.05M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q1 2023 was Wolverine Trading, an estimated $202K sold.

Based on aggregated 13F filings for Q1 2023.