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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

229 hedge funds and large institutions have $1.02B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 134 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 50

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

10% more capital invested

Capital invested by funds: $929M → $1.02B (+$94M)

2% more funds holding

Funds holding: 225 → 229 (+4)

2.42% less ownership

Funds ownership: 59.5% → 57.07% (-2.4%)

Holders
229
Holders Change
+4
Holders Change %
+1.78%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
30
Increased
134
Reduced
50
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$22.5M
2
Raymond James Financial
Raymond James Financial
Florida
+$13.9M
3
APWA
Atlas Private Wealth Advisors
New Jersey
+$12.4M
4
Wells Fargo
Wells Fargo
California
+$12.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$12.7M
2
IAA
Independent Advisor Alliance
North Carolina
-$9.77M
3
NFG
Nations Financial Group
Iowa
-$4.31M
4
WA
Whipplewood Advisors
Colorado
-$2.91M
5
SHFP
Second Half Financial Partners
Florida
-$2.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
51
Trueblood Wealth Management
Ohio
$2.93M +$624K +25,256 +26%
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$2.89M +$584K +23,646 +24%
WA
53
Whipplewood Advisors
Colorado
$2.88M -$2.91M -118,032 -96%
SWP
54
Semus Wealth Partners
Florida
$2.74M +$402K +16,276 +16%
SA
55
Sanctuary Advisors
Indiana
$2.67M +$123K +4,966 +5%
AW
56
Atlas Wealth
Ohio
$2.67M -$250K -10,119 -8%
Jane Street
57
Jane Street
New York
$2.63M +$1.87M +75,734 +216%
AWA
58
ARQ Wealth Advisors
Arizona
$2.61M +$1.17M +47,546 +76%
GAA
59
Global Assets Advisory
Florida
$2.42M +$1.76M +71,400 +196%
Goldman Sachs
60
Goldman Sachs
New York
$2.35M +$2.45M +99,240 New
OL
61
Owen LaRue
Kentucky
$2.26M +$36.8K +1,489 +2%
SI
62
Stephens Inc
Arkansas
$2.22M +$60.8K +2,460 +3%
RA
63
RFG Advisory
Alabama
$2.18M +$437K +17,694 +24%
DADC
64
D.A. Davidson & Co
Montana
$2.17M +$157K +6,374 +7%
SG
65
StoneX Group
New York
$2.14M +$243K +9,845 +12%
JWCA
66
J.W. Cole Advisors
Florida
$2.09M +$1.04M +41,936 +91%
CAL
67
Capital Analysts LLC
Pennsylvania
$2.09M +$266K +10,751 +14%
RCAG
68
Rehmann Capital Advisory Group
Michigan
$2.09M -$479K -19,379 -18%
KAS
69
KPP Advisory Services
Kentucky
$2.05M +$135K +5,479 +7%
SPIA
70
Steward Partners Investment Advisory
New York
$2.04M +$1.08M +43,708 +104%
TC
71
Truvestments Capital
Florida
$1.93M -$288K -11,656 -13%
IA
72
IFP Advisors
Florida
$1.89M +$220K +8,924 +13%
AWS
73
Atria Wealth Solutions
New York
$1.88M +$535K +21,679 +38%
DIM
74
Delta Investment Management
California
$1.71M -$501K -20,280 -22%
WS
75
Wedbush Securities
California
$1.64M +$50.8K +2,056 +3%
1 2
3
4 5

RDVI Hedge Fund Activity: Q1 2025 in Review

229 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q1 2025, worth a combined $1.02B — up 10% from $929M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RDVI positions and 19 closed out — a net gain of 11 holders — while 134 added to existing stakes and 50 trimmed.

The largest buyer was LPL Financial, adding an estimated $22.5M. The largest seller was Arax Advisory Partners, cutting an estimated $12.7M.

  • 229 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q1 2025, up from 225 in Q4 2024.
  • Funds reported $1.02B of FT Vest Rising Dividend Achievers Target Income ETF stock for Q1 2025, up 10% quarter-over-quarter.
  • 30 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q1 2025 and 19 closed out, a net change of +11 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q1 2025 was LPL Financial, an estimated $22.5M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q1 2025 was Arax Advisory Partners, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2025.