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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
IWC
26
Integrated Wealth Concepts
Massachusetts
$13.5M +$5.18M +205,272 +65%
BFA
27
Beaumont Financial Advisors
Massachusetts
$12.7M -$436K -17,283 -3%
APWA
28
Atlas Private Wealth Advisors
New Jersey
$12.5M -$10.6M -418,679 -46%
CG
29
Clarus Group
Texas
$11.5M +$287K +11,372 +3%
AA
30
Argent Advisors
Louisiana
$10.5M +$498K +19,723 +5%
SOS
31
Silver Oak Securities
Tennessee
$10.3M +$1.39M +55,203 +16%
SFWA
32
Summit Financial Wealth Advisors
Louisiana
$9.45M +$512K +20,282 +6%
EWM
33
Echo Wealth Management
Minnesota
$8.8M +$139K +5,513 +2%
PWMAG
34
Pinnacle Wealth Management Advisory Group
New Jersey
$8.33M +$102K +4,060 +1%
Mariner
35
Mariner
Kansas
$8.33M +$289K +11,469 +4%
CCA
36
Cooper Capital Advisors
California
$8.06M +$512K +20,277 +7%
HighTower Advisors
37
HighTower Advisors
Illinois
$7.58M +$275K +10,893 +4%
PS
38
Principal Securities
Iowa
$7.49M -$390K -15,455 -5%
CIA
39
Concurrent Investment Advisors
Florida
$6.62M +$692K +27,412 +12%
SCA
40
Snowden Capital Advisors
New York
$6.53M +$2.99M +118,535 +88%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$5.21M +$1.37M +54,345 +37%
P
42
&Partners
Tennessee
$5.03M +$4.23M +167,788 +633%
SF
43
Summit Financial
New Jersey
$4.85M +$4.73M +187,609 New
NA
44
NewEdge Advisors
Louisiana
$4.81M +$457K +18,126 +11%
PAG
45
Private Advisor Group
New Jersey
$4.72M +$1.02M +40,304 +28%
SF
46
Synovus Financial
Georgia
$4.71M +$2.96M +117,159 +180%
AWA
47
ARQ Wealth Advisors
Arizona
$4.7M +$1.81M +71,786 +65%
CIAS
48
Capital Investment Advisory Services
North Carolina
$4.6M +$749K +29,702 +20%
SWP
49
Stratos Wealth Partners
Ohio
$4.57M +$336K +13,311 +8%
RA
50
RFG Advisory
Alabama
$4.49M +$988K +39,158 +29%
1
2
3 4 5

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.