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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
BFA
26
Beaumont Financial Advisors
Massachusetts
$12.6M +$12M +508,460 New
LIA
27
Luken Investment Analytics
Tennessee
$11.8M -$4.52M -192,293 -29%
CG
28
Clarus Group
Texas
$10.7M +$10.2M +433,007 New
AA
29
Argent Advisors
Louisiana
$9.56M -$266K -11,316 -3%
SFWA
30
Summit Financial Wealth Advisors
Louisiana
$8.55M -$46K -1,956 -0.6%
SOS
31
Silver Oak Securities
Tennessee
$8.52M +$1.91M +81,128 +31%
EWM
32
Echo Wealth Management
Minnesota
$8.27M -$15.9K -675 -0.2%
PWMAG
33
Pinnacle Wealth Management Advisory Group
New Jersey
$7.86M +$565K +24,020 +8%
IWC
34
Integrated Wealth Concepts
Massachusetts
$7.8M -$94.7K -4,025 -1%
Mariner
35
Mariner
Kansas
$7.68M +$1.59M +67,556 +28%
PS
36
Principal Securities
Iowa
$7.55M +$7.05M +299,958 +5,571%
GLA
37
Good Life Advisors
Pennsylvania
$7.33M +$730K +31,047 +12%
CCA
38
Cooper Capital Advisors
California
$7.2M +$6.85M +291,424 New
HighTower Advisors
39
HighTower Advisors
Illinois
$6.98M +$50.9K +2,163 +0.8%
CIA
40
Concurrent Investment Advisors
Florida
$5.65M +$866K +36,805 +19%
EA
41
Ergawealth Advisors
Illinois
$4.74M -$1.5M -63,982 -25%
KWM
42
Kingsview Wealth Management
Oregon
$4.68M +$526K +22,362 +13%
Truist Financial
43
Truist Financial
North Carolina
$4.63M -$27M -1,146,057 -86%
AAS
44
Avantax Advisory Services
Texas
$4.43M -$58.1K -2,472 -1%
NA
45
NewEdge Advisors
Louisiana
$4.15M -$954K -40,548 -19%
GWP
46
Gateway Wealth Partners
Wisconsin
$4.12M +$104K +4,424 +3%
SWP
47
Stratos Wealth Partners
Ohio
$4.04M +$3.29M +139,977 +592%
PG
48
Prostatis Group
Maryland
$3.98M +$384K +16,325 +11%
CIAS
49
Capital Investment Advisory Services
North Carolina
$3.66M +$245K +10,424 +8%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$3.64M +$433K +18,404 +14%

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.