We are live on ! Find out more
RDVI icon

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
SPC
76
Sigma Planning Corp
Michigan
$1.61M -$487K -19,712 -22%
EFS
77
Econ Financial Services
Pennsylvania
$1.58M +$1.64M +66,551 New
HIS
78
Harvest Investment Services
Illinois
$1.54M -$976K -39,530 -38%
AFP
79
Ausdal Financial Partners
Iowa
$1.51M +$1.57M +63,545 New
SFPG
80
Stonebridge Financial Planning Group
Florida
$1.5M +$207K +8,364 +15%
FIA
81
Foundations Investment Advisors
Arizona
$1.48M -$110K -4,438 -7%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$1.47M +$62.2K +2,519 +4%
AAS
83
Ameritas Advisory Services
Nebraska
$1.47M +$178K +7,197 +13%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.39M +$798K +32,293 +122%
LA
85
Lifeworks Advisors
Michigan
$1.38M +$1.44M +58,302 New
KPWS
86
Kestra Private Wealth Services
Texas
$1.37M +$71.2K +2,884 +5%
VCM
87
Virtue Capital Management
Tennessee
$1.35M +$1.41M +56,949 New
MSAM
88
Moloney Securities Asset Management
Missouri
$1.34M +$24.6K +997 +2%
SSB
89
Sandy Spring Bank
Maryland
$1.34M +$8.57K +347 +0.6%
Creative Planning
90
Creative Planning
Kansas
$1.32M +$1.38M +55,758 New
BAWC
91
Boyce & Associates Wealth Consulting
Texas
$1.32M +$227K +9,206 +20%
BFG
92
Beacon Financial Group
Texas
$1.3M +$162K +6,559 +14%
SP
93
Sequent Planning
Nebraska
$1.28M -$3.68K -149 -0.3%
HA
94
Herold Advisors
New York
$1.24M -$54.7K -2,216 -4%
BWP
95
Balboa Wealth Partners
Arizona
$1.22M +$62.6K +2,535 +5%
QCIG
96
Quad-Cities Investment Group
Iowa
$1.21M +$254K +10,277 +25%
GWSG
97
GPS Wealth Strategies Group
Colorado
$1.2M +$197K +7,974 +19%
MIM
98
MTM Investment Management
South Carolina
$1.18M – – –
SAM
99
Secure Asset Management
Michigan
$1.18M +$21.2K +859 +2%
MML Investors Services
100
MML Investors Services
Massachusetts
$1.17M -$415K -16,797 -25%
2 3
4
5 6

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.