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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 %
BFA
26
Beaumont Financial Advisors
Massachusetts
$12.6M +$12.6M +508,460 New
LIA
27
Luken Investment Analytics
Tennessee
$11.8M -$4.75M -192,293 -29%
CG
28
Clarus Group
Texas
$10.7M +$10.7M +433,007 New
AA
29
Argent Advisors
Louisiana
$9.56M -$280K -11,316 -3%
SOS
30
Silver Oak Securities
Tennessee
$8.52M +$2M +81,128 +31%
EWM
31
Echo Wealth Management
Minnesota
$8.27M -$16.7K -675 -0.2%
PWMAG
32
Pinnacle Wealth Management Advisory Group
New Jersey
$7.86M +$594K +24,020 +8%
IWC
33
Integrated Wealth Concepts
Massachusetts
$7.8M -$99.5K -4,025 -1%
Mariner
34
Mariner
Kansas
$7.68M +$1.67M +67,556 +28%
PS
35
Principal Securities
Iowa
$7.55M +$7.41M +299,958 +5,571%
GLA
36
Good Life Advisors
Pennsylvania
$7.33M +$767K +31,047 +12%
CCA
37
Cooper Capital Advisors
California
$7.2M +$7.2M +291,424 New
HighTower Advisors
38
HighTower Advisors
Illinois
$6.98M +$53.4K +2,163 +0.8%
CIA
39
Concurrent Investment Advisors
Florida
$5.65M +$909K +36,805 +19%
EA
40
Ergawealth Advisors
Illinois
$4.74M -$1.58M -63,982 -25%
KWM
41
Kingsview Wealth Management
Oregon
$4.68M +$553K +22,362 +13%
Truist Financial
42
Truist Financial
North Carolina
$4.63M -$28.3M -1,146,057 -86%
AAS
43
Avantax Advisory Services
Texas
$4.43M -$61.1K -2,472 -1%
NA
44
NewEdge Advisors
Louisiana
$4.15M -$1M -40,548 -19%
GWP
45
Gateway Wealth Partners
Wisconsin
$4.12M +$109K +4,424 +3%
SWP
46
Stratos Wealth Partners
Ohio
$4.04M +$3.46M +139,977 +592%
PG
47
Prostatis Group
Maryland
$3.98M +$403K +16,325 +11%
CIAS
48
Capital Investment Advisory Services
North Carolina
$3.66M +$258K +10,424 +8%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$3.64M +$455K +18,404 +14%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$3.57M +$560K +22,646 +19%
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