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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

Overview Fund Activity

237 hedge funds and large institutions have $1.16B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+13
Holders Change %
+5.8%
% of All Funds
3.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
38
Increased
129
Reduced
52
Closed
20
Calls
$749K
Puts
–
Net Calls
+$749K
Net Calls Change
+$749K

Top Buyers

1
LPL Financial
LPL Financial
California
+$22.6M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$21.2M
3
Stifel Financial
Stifel Financial
Missouri
+$16.6M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$13.5M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$12.6M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$28.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.8M
3
LIA
Luken Investment Analytics
Tennessee
-$4.75M
4
P
&Partners
Tennessee
-$4.33M
5
MFG
Midwest Financial Group
Kansas
-$3.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
76
Balboa Wealth Partners
Arizona
$2.02M +$750K +30,338 +59%
DIM
77
Delta Investment Management
California
$1.97M +$195K +7,889 +11%
WS
78
Wedbush Securities
California
$1.86M +$156K +6,297 +9%
IWM
79
IHT Wealth Management
Illinois
$1.86M +$996K +40,308 +115%
APW
80
Aurora Private Wealth
New Jersey
$1.85M +$1.09M +44,120 +143%
IA
81
IFP Advisors
Florida
$1.83M -$142K -5,733 -7%
TC
82
Truvestments Capital
Florida
$1.71M -$299K -12,111 -15%
SFPG
83
Stonebridge Financial Planning Group
Florida
$1.7M +$130K +5,251 +8%
TCM
84
Triumph Capital Management
Colorado
$1.64M +$1.64M +66,303 New
KPWS
85
Kestra Private Wealth Services
Texas
$1.62M +$185K +7,502 +13%
BAWC
86
Boyce & Associates Wealth Consulting
Texas
$1.61M +$240K +9,703 +17%
SF
87
Synovus Financial
Georgia
$1.61M +$1.31M +53,012 +443%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$1.61M +$69.6K +2,815 +5%
AFP
89
Ausdal Financial Partners
Iowa
$1.6M +$27.5K +1,111 +2%
BCM
90
Brookstone Capital Management
Illinois
$1.55M +$477K +19,323 +44%
EFS
91
Econ Financial Services
Pennsylvania
$1.55M -$99.4K -4,021 -6%
OL
92
Owen LaRue
Kentucky
$1.54M -$819K -33,138 -35%
GWSG
93
GPS Wealth Strategies Group
Colorado
$1.45M +$205K +8,278 +16%
MSAM
94
Moloney Securities Asset Management
Missouri
$1.45M +$51.1K +2,066 +4%
SP
95
Sequent Planning
Nebraska
$1.42M +$78.6K +3,182 +6%
AAS
96
Ameritas Advisory Services
Nebraska
$1.39M -$124K -5,014 -8%
EH
97
Equitable Holdings
New York
$1.39M +$291K +11,793 +26%
AUB
98
Atlantic Union Bankshares
Virginia
$1.39M +$1.39M +56,223 New
LA
99
Lifeworks Advisors
Michigan
$1.38M -$60.5K -2,450 -4%
Creative Planning
100
Creative Planning
Kansas
$1.38M – – –
2 3
4
5 6