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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

151 hedge funds and large institutions have $603M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 25

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

44% more capital invested

Capital invested by funds: $418M → $603M (+$185M)

14% more funds holding

Funds holding: 133 → 151 (+18)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.53% less ownership

Funds ownership: 65.02% → 64.49% (-0.53%)

Holders
151
Holders Change
+18
Holders Change %
+13.53%
% of All Funds
2.18%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
28
Increased
86
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAA
Global Assets Advisory
Florida
+$19.7M
2
LPL Financial
LPL Financial
California
+$19.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$12.7M
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.99M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.59M

Top Sellers

1
PFG
Prosperity Financial Group
California
-$5.24M
2
KPWS
Kestra Private Wealth Services
Texas
-$3.68M
3
MWS
Maxwell Wealth Strategies
California
-$2.34M
4
AWM
AE Wealth Management
Kansas
-$1.45M
5
SAM
Secure Asset Management
Michigan
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
51
Semus Wealth Partners
Florida
$1.6M +$146K +6,319 +11%
PAG
52
Private Advisor Group
New Jersey
$1.5M +$181K +7,854 +15%
DADC
53
D.A. Davidson & Co
Montana
$1.47M +$602K +26,034 +77%
MOS
54
MGO One Seven
Ohio
$1.42M -$360K -15,575 -21%
SP
55
Sequent Planning
Nebraska
$1.32M +$1.25M +53,940 New
HA
56
Herold Advisors
New York
$1.3M +$4.28K +185 +0.3%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$1.25M +$170K +7,377 +17%
MML Investors Services
58
MML Investors Services
Massachusetts
$1.17M +$277K +11,987 +34%
CAL
59
Capital Analysts LLC
Pennsylvania
$1.14M +$442K +19,131 +70%
CCIA
60
Cherry Creek Investment Advisors
Colorado
$1.13M -$415K -17,940 -28%
DIM
61
Delta Investment Management
California
$1.13M -$44.8K -1,940 -4%
SAM
62
Secure Asset Management
Michigan
$1.12M -$1.07M -46,199 -50%
BRWA
63
B. Riley Wealth Advisors
Florida
$1.12M -$799K -34,575 -40%
GSIAS
64
Garden State Investment Advisory Services
New Jersey
$1.07M -$441K -19,100 -30%
MIM
65
MTM Investment Management
South Carolina
$1.05M +$108K +4,685 +12%
MWS
66
Maxwell Wealth Strategies
California
$1.02M -$2.34M -101,284 -70%
AWA
67
ARQ Wealth Advisors
Arizona
$1M +$945K +40,903 New
AAS
68
Ameritas Advisory Services
Nebraska
$997K +$750K +32,460 +344%
RA
69
RFG Advisory
Alabama
$991K +$694K +30,041 +288%
BFG
70
Beacon Financial Group
Texas
$963K +$468K +20,233 +106%
CW
71
CreativeOne Wealth
Kansas
$945K +$892K +38,595 New
CIAS
72
Capital Investment Advisory Services
North Carolina
$942K +$343K +14,829 +63%
GWSG
73
GPS Wealth Strategies Group
Colorado
$940K +$148K +6,390 +20%
SFPG
74
Stonebridge Financial Planning Group
Florida
$932K +$79K +3,417 +10%
SSB
75
Sandy Spring Bank
Maryland
$920K +$4.09K +177 +0.5%
1 2
3
4 5

RDVI Hedge Fund Activity: Q1 2024 in Review

151 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q1 2024, worth a combined $603M — up 44% from $418M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RDVI positions and 10 closed out — a net gain of 18 holders — while 86 added to existing stakes and 25 trimmed.

The largest buyer was Global Assets Advisory, adding an estimated $19.7M. The largest seller was Prosperity Financial Group, cutting an estimated $5.24M.

  • 151 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q1 2024, up from 133 in Q4 2023.
  • Funds reported $603M of FT Vest Rising Dividend Achievers Target Income ETF stock for Q1 2024, up 44% quarter-over-quarter.
  • 28 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q1 2024 and 10 closed out, a net change of +18 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $19.7M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q1 2024 was Prosperity Financial Group, an estimated $5.24M sold.

Based on aggregated 13F filings for Q1 2024.