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FT Vest Rising Dividend Achievers Target Income ETF

245 hedge funds and large institutions have $1.17B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 54

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $1.02B → $1.17B (+$151M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more funds holding

Funds holding: 229245 (+16)

1.19% more ownership

Funds ownership: 57.07%58.26% (+1.2%)

Holders
245
Holders Change
+16
Holders Change %
+6.99%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
39
Increased
133
Reduced
54
Closed
20
Calls
$749K
Puts
Net Calls
+$749K
Net Calls Change
+$749K
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$3.57M +$533K +22,646 +19%
PAG
52
Private Advisor Group
New Jersey
$3.52M -$331K -14,090 -9%
PFG
53
Prosperity Financial Group
California
$3.48M +$253K +10,765 +8%
RA
54
RFG Advisory
Alabama
$3.33M +$1M +42,650 +46%
CAS
55
Coppell Advisory Solutions
Texas
$3.33M +$2.74M +116,660 +628%
SCA
56
Snowden Capital Advisors
New York
$3.31M +$76.4K +3,248 +2%
GSC
57
G&S Capital
Colorado
$3.27M +$36.1K +1,533 +1%
TWM
58
Trueblood Wealth Management
Ohio
$3.22M +$163K +6,924 +6%
WA
59
Whipplewood Advisors
Colorado
$3.18M +$2.92M +123,976 +2,527%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$3.01M +$1.49M +63,271 +108%
SWP
61
Semus Wealth Partners
Florida
$2.95M +$93.6K +3,981 +3%
JWCA
62
J.W. Cole Advisors
Florida
$2.92M +$705K +29,971 +34%
SA
63
Sanctuary Advisors
Indiana
$2.84M +$54K +2,294 +2%
AW
64
Atlas Wealth
Ohio
$2.83M +$17.5K +746 +0.7%
MFG
65
Midwest Financial Group
Kansas
$2.68M -$2.89M -122,923 -53%
RA
66
RiverTree Advisors
Florida
$2.62M +$2.5M +106,154 New
SPIA
67
Steward Partners Investment Advisory
New York
$2.61M +$467K +19,859 +23%
AWA
68
ARQ Wealth Advisors
Arizona
$2.61M
DADC
69
D.A. Davidson & Co
Montana
$2.44M +$166K +7,074 +8%
SI
70
Stephens Inc
Arkansas
$2.43M +$109K +4,640 +5%
RCAG
71
Rehmann Capital Advisory Group
Michigan
$2.41M +$230K +9,767 +11%
SG
72
StoneX Group
New York
$2.31M +$76.5K +3,252 +4%
OC
73
Oppenheimer & Co
New York
$2.29M +$1.36M +57,976 +168%
MWM
74
Maridea Wealth Management
New York
$2.22M +$2.12M +89,941 New
KAS
75
KPP Advisory Services
Kentucky
$2.18M +$42K +1,786 +2%

RDVI Hedge Fund Activity: Q2 2025 in Review

245 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q2 2025, worth a combined $1.17B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new RDVI positions and 20 closed out — a net gain of 19 holders — while 133 added to existing stakes and 54 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.5M. The largest seller was Truist Financial, cutting an estimated $27M.

  • 245 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q2 2025, up from 229 in Q1 2025.
  • Funds reported $1.17B of FT Vest Rising Dividend Achievers Target Income ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 39 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q2 2025 and 20 closed out, a net change of +19 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q2 2025 was LPL Financial, an estimated $21.5M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q2 2025 was Truist Financial, an estimated $27M sold.

Based on aggregated 13F filings for Q2 2025.