We are live on ! Find out more
RDVI icon

FT Vest Rising Dividend Achievers Target Income ETF
RDVI

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: 191 → 225 (+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: 7 → 6 (-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

Top Buyers

Rank Fund Capital Flow
1
AAP
Arax Advisory Partners
Colorado
+$26M
2
Wells Fargo
Wells Fargo
California
+$21.8M
3
LPL Financial
LPL Financial
California
+$16.6M
4
IAA
Independent Advisor Alliance
North Carolina
+$10.1M
5
PA
Pinnacle Associates
New York
+$9.89M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$8.27M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.68M
3
FEG
Financial Enhancement Group
Indiana
-$2.01M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.65M
5
MAM
Milestone Asset Management
Pennsylvania
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
51
Harvest Investment Services
Illinois
$2.54M +$900K +35,752 +52%
PFG
52
Prosperity Financial Group
California
$2.48M -$58.1K -2,308 -2%
SWP
53
Semus Wealth Partners
Florida
$2.4M +$238K +9,454 +11%
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$2.38M +$261K +10,380 +12%
TWM
55
Trueblood Wealth Management
Ohio
$2.38M +$252K +10,031 +11%
MWA
56
MN Wealth Advisors
Kansas
$2.29M +$8.53K +339 +0.4%
OL
57
Owen LaRue
Kentucky
$2.27M +$644K +25,591 +38%
TC
58
Truvestments Capital
Florida
$2.26M -$154K -6,104 -6%
DIM
59
Delta Investment Management
California
$2.23M +$834K +33,155 +56%
SI
60
Stephens Inc
Arkansas
$2.21M +$35.3K +1,403 +2%
SPC
61
Sigma Planning Corp
Michigan
$2.12M -$95K -3,777 -4%
DADC
62
D.A. Davidson & Co
Montana
$2.06M +$136K +5,405 +7%
KAS
63
KPP Advisory Services
Kentucky
$1.96M -$17.9K -710 -0.9%
SG
64
StoneX Group
New York
$1.94M +$2.02M +80,234 New
CAL
65
Capital Analysts LLC
Pennsylvania
$1.87M +$436K +17,333 +29%
RA
66
RFG Advisory
Alabama
$1.8M +$27K +1,074 +1%
CIAS
67
Capital Investment Advisory Services
North Carolina
$1.8M +$142K +5,644 +8%
JP Morgan Chase
68
JP Morgan Chase
New York
$1.8M +$13.7K +544 +0.7%
IA
69
IFP Advisors
Florida
$1.72M +$281K +11,149 +19%
WS
70
Wedbush Securities
California
$1.63M +$159K +6,330 +10%
FIA
71
Foundations Investment Advisors
Arizona
$1.62M -$13.1K -521 -0.8%
MML Investors Services
72
MML Investors Services
Massachusetts
$1.6M -$173K -6,870 -9%
AWA
73
ARQ Wealth Advisors
Arizona
$1.51M +$192K +7,635 +14%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$1.45M +$88.1K +3,502 +6%
AWS
75
Atria Wealth Solutions
New York
$1.4M -$90.5K -3,595 -6%
1 2
3
4 5

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.