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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
SSB
76
Sandy Spring Bank
Maryland
$1.36M +$11.8K +470 +0.8%
MSAM
77
Moloney Securities Asset Management
Missouri
$1.35M +$35.4K +1,406 +3%
SFPG
78
Stonebridge Financial Planning Group
Florida
$1.34M +$174K +6,926 +14%
KPWS
79
Kestra Private Wealth Services
Texas
$1.33M +$111K +4,425 +9%
IAIM
80
International Assets Investment Management
Florida
$1.32M +$1.38M +54,745 New
HA
81
Herold Advisors
New York
$1.32M +$14.6K +580 +1%
FFA
82
Farther Finance Advisors
California
$1.32M +$1.3M +51,566 +1,762%
SP
83
Sequent Planning
Nebraska
$1.32M -$27.6K -1,096 -2%
AAS
84
Ameritas Advisory Services
Nebraska
$1.31M +$90.3K +3,587 +7%
BWM
85
BlackDiamond Wealth Management
New York
$1.31M +$503 +20 +0%
MWS
86
Maxwell Wealth Strategies
California
$1.29M +$261K +10,361 +24%
MAM
87
Milestone Asset Management
Pennsylvania
$1.21M -$1.43M -56,684 -53%
MIM
88
MTM Investment Management
South Carolina
$1.2M +$99.4K +3,950 +9%
SAM
89
Secure Asset Management
Michigan
$1.18M +$51.3K +2,039 +4%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$1.18M +$321K +12,737 +35%
BWP
91
Balboa Wealth Partners
Arizona
$1.18M +$1.23M +48,715 New
BFG
92
Beacon Financial Group
Texas
$1.17M +$16.8K +666 +1%
CW
93
CreativeOne Wealth
Kansas
$1.17M +$1.43K +57 +0.1%
SW
94
SteelPeak Wealth
California
$1.15M – – –
WWM
95
Western Wealth Management
Colorado
$1.13M +$146K +5,817 +14%
SH
96
SLT Holdings
Arizona
$1.13M +$1.17M +46,574 New
BAWC
97
Boyce & Associates Wealth Consulting
Texas
$1.13M +$804K +31,953 +221%
JWCA
98
J.W. Cole Advisors
Florida
$1.12M +$304K +12,093 +36%
AFG
99
Atomi Financial Group
New York
$1.1M -$61.5K -2,445 -5%
ATPW
100
Ashton Thomas Private Wealth
Arizona
$1.1M +$205K +8,146 +22%
2 3
4
5 6

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.