We are live on ! Find out more
RDVI icon

FT Vest Rising Dividend Achievers Target Income ETF

249 hedge funds and large institutions have $1.36B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 149 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 56

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

16% more capital invested

Capital invested by funds: $1.17B → $1.36B (+$185M)

2% more funds holding

Funds holding: 245249 (+4)

0.35% less ownership

Funds ownership: 58.26%57.91% (-0.35%)

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
3.27%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
26
Increased
149
Reduced
56
Closed
14
Calls
$259K
Puts
Net Calls
+$259K
Net Calls Change
-$490K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Arkadios Wealth Advisors
Georgia
$2.68M +$1.47M +58,389 +128%
SI
77
Stephens Inc
Arkansas
$2.67M +$132K +5,215 +5%
OC
78
Oppenheimer & Co
New York
$2.63M +$237K +9,375 +10%
DADC
79
D.A. Davidson & Co
Montana
$2.61M +$62K +2,458 +2%
RCAG
80
Rehmann Capital Advisory Group
Michigan
$2.48M -$45.9K -1,821 -2%
CAL
81
Capital Analysts LLC
Pennsylvania
$2.39M +$126K +4,992 +6%
KAS
82
KPP Advisory Services
Kentucky
$2.29M +$6.74K +267 +0.3%
MWM
83
Maridea Wealth Management
New York
$2.24M -$78.1K -3,094 -3%
BCI
84
Brinker Capital Investments
Pennsylvania
$2.23M +$768K +30,417 +55%
BWP
85
Balboa Wealth Partners
Arizona
$2.16M +$52.1K +2,063 +3%
IWM
86
IHT Wealth Management
Illinois
$2.1M +$153K +6,070 +8%
Creative Planning
87
Creative Planning
Kansas
$1.98M +$528K +20,939 +38%
BCM
88
Brookstone Capital Management
Illinois
$1.87M +$238K +9,434 +15%
WS
89
Wedbush Securities
California
$1.85M -$92.5K -3,666 -5%
SFPG
90
Stonebridge Financial Planning Group
Florida
$1.82M +$39.6K +1,569 +2%
TCM
91
Triumph Capital Management
Colorado
$1.8M +$87.7K +3,477 +5%
MAM
92
Milestone Asset Management
Pennsylvania
$1.8M +$739K +29,298 +73%
FFA
93
Farther Finance Advisors
California
$1.78M +$848K +33,612 +95%
GWSG
94
GPS Wealth Strategies Group
Colorado
$1.75M +$228K +9,044 +15%
AFP
95
Ausdal Financial Partners
Iowa
$1.68M +$11.1K +439 +0.7%
TC
96
Truvestments Capital
Florida
$1.67M -$117K -4,622 -7%
BAWC
97
Boyce & Associates Wealth Consulting
Texas
$1.67M -$19.3K -765 -1%
EFS
98
Econ Financial Services
Pennsylvania
$1.64M +$23.2K +919 +1%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$1.6M -$73.7K -2,919 -4%
T
100
Tidemark
California
$1.58M +$681K +27,003 +79%