We are live on ! Find out more
RDVI icon

FT Vest Rising Dividend Achievers Target Income ETF

225 hedge funds and large institutions have $929M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 8

263% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 35

21% more capital invested

Capital invested by funds: $769M → $929M (+$160M)

18% more funds holding

Funds holding: 191225 (+34)

2.67% more ownership

Funds ownership: 56.82%59.5% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
225
Holders Change
+34
Holders Change %
+17.8%
% of All Funds
2.96%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
46
Increased
127
Reduced
35
Closed
8
Calls
$34K
Puts
Net Calls
+$34K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
26
Summit Financial Wealth Advisors
Louisiana
$8.02M +$7.99M +317,430 New
BRWA
27
B. Riley Wealth Advisors
Florida
$8.01M +$7M +278,022 +531%
IWC
28
Integrated Wealth Concepts
Massachusetts
$7.14M +$367K +14,590 +5%
HighTower Advisors
29
HighTower Advisors
Illinois
$6.74M +$516K +20,493 +8%
MFG
30
Midwest Financial Group
Kansas
$6.64M +$97K +3,854 +1%
AA
31
Argent Advisors
Louisiana
$6.4M +$6.64M +263,866 New
PWMAG
32
Pinnacle Wealth Management Advisory Group
New Jersey
$5.82M +$870K +34,589 +17%
SOS
33
Silver Oak Securities
Tennessee
$5.6M +$3.33M +132,172 +132%
EA
34
Ergawealth Advisors
Illinois
$5.41M +$23.8K +944 +0.4%
Mariner
35
Mariner
Kansas
$5.34M +$680K +27,026 +14%
NFG
36
Nations Financial Group
Iowa
$4.85M +$437K +17,373 +10%
AAS
37
Avantax Advisory Services
Texas
$4.79M +$519K +20,619 +12%
NA
38
NewEdge Advisors
Louisiana
$4.72M +$969K +38,506 +25%
GLA
39
Good Life Advisors
Pennsylvania
$4.3M +$2.76M +109,850 +163%
KWM
40
Kingsview Wealth Management
Oregon
$4.19M -$119K -4,712 -3%
P
41
&Partners
Tennessee
$3.75M +$712K +28,297 +23%
PAG
42
Private Advisor Group
New Jersey
$3.47M +$491K +19,518 +16%
PG
43
Prostatis Group
Maryland
$3.38M +$459K +18,248 +15%
CIA
44
Concurrent Investment Advisors
Florida
$3.31M +$1.82M +72,317 +112%
WA
45
Whipplewood Advisors
Colorado
$2.98M +$3.09M +122,939 New
AW
46
Atlas Wealth
Ohio
$2.97M +$1.19M +47,203 +63%
GSC
47
G&S Capital
Colorado
$2.95M +$214K +8,512 +8%
SCA
48
Snowden Capital Advisors
New York
$2.8M +$523K +20,774 +22%
SA
49
Sanctuary Advisors
Indiana
$2.76M +$1M +39,934 +59%
RCAG
50
Rehmann Capital Advisory Group
Michigan
$2.6M -$683K -27,156 -20%

RDVI Hedge Fund Activity: Q4 2024 in Review

225 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q4 2024, worth a combined $929M — up 21% from $769M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new RDVI positions and 8 closed out — a net gain of 38 holders — while 127 added to existing stakes and 35 trimmed.

The largest buyer was Arax Advisory Partners, adding an estimated $26M. The largest seller was Osaic Holdings, cutting an estimated $8.27M.

  • 225 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q4 2024, up from 191 in Q3 2024.
  • Funds reported $929M of FT Vest Rising Dividend Achievers Target Income ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 46 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q4 2024 and 8 closed out, a net change of +38 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q4 2024 was Arax Advisory Partners, an estimated $26M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q4 2024 was Osaic Holdings, an estimated $8.27M sold.

Based on aggregated 13F filings for Q4 2024.