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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
IA
76
IFP Advisors
Florida
$885K +$712K +30,815 +577%
RJA
77
Raymond James & Associates
Florida
$881K +$832K +36,003 New
AW
78
Atlas Wealth
Ohio
$871K -$320K -13,839 -28%
LNC
79
Lincoln National Corp
Pennsylvania
$822K +$121K +5,221 +18%
GIA
80
Gladstone Institutional Advisory
Florida
$816K +$263K +11,398 +52%
VCM
81
Virtue Capital Management
Tennessee
$806K +$81.8K +3,539 +12%
JWCA
82
J.W. Cole Advisors
Florida
$802K +$108K +4,691 +17%
WS
83
Wedbush Securities
California
$773K +$33.3K +1,440 +5%
AFG
84
Atomi Financial Group
New York
$764K +$293K +12,680 +68%
KCFA
85
Key Client Fiduciary Advisors
New Jersey
$755K -$8.2K -355 -1%
SCA
86
Snowden Capital Advisors
New York
$723K +$305K +13,195 +81%
GLA
87
Good Life Advisors
Pennsylvania
$701K +$662K +28,654 New
AWE
88
Avidian Wealth Enterprises
Texas
$698K -$1.05M -45,635 -62%
MSAM
89
Moloney Securities Asset Management
Missouri
$671K +$35.1K +1,521 +6%
IA
90
Insight Advisors
Pennsylvania
$652K +$27.8K +1,202 +5%
DAM
91
Derbend Asset Management
Georgia
$628K +$111K +4,821 +23%
MSFS
92
Main Street Financial Solutions
Pennsylvania
$550K +$106K +4,602 +26%
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$548K -$184K -7,964 -26%
IWM
94
IHT Wealth Management
Illinois
$535K +$505K +21,863 New
RMAM
95
Raab & Moskowitz Asset Management
New Jersey
$502K – – –
FHC
96
First Heartland Consultants
Missouri
$462K -$137K -5,940 -24%
TA
97
TKG Advisors
Indiana
$454K -$6.33K -274 -1%
MFGM
98
Marshall Financial Group (Maryland)
Maryland
$445K +$35.8K +1,548 +9%
WWM
99
Western Wealth Management
Colorado
$438K +$109K +4,735 +36%
AWA
100
Acorn Wealth Advisors
Michigan
$402K +$379K +16,421 New
2 3
4
5 6

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.