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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
TCM
101
Triumph Capital Management
Colorado
$398K +$378K +16,368 New
CFCI
102
Comprehensive Financial Consultants Institutional
Indiana
$391K – – –
EH
103
Equitable Holdings
New York
$363K -$53.3K -2,305 -13%
HAS
104
HBW Advisory Services
California
$362K – – –
SW
105
SteelPeak Wealth
California
$354K +$334K +14,450 New
EWA
106
EverSource Wealth Advisors
Alabama
$349K +$238K +10,291 +214%
DFA
107
DHJJ Financial Advisors
Illinois
$337K +$4.04K +175 +1%
AWM
108
AE Wealth Management
Kansas
$312K -$1.45M -62,874 -83%
APWA
109
Atlas Private Wealth Advisors
New Jersey
$309K -$275K -11,905 -49%
CA
110
CoreCap Advisors
Michigan
$309K +$35.3K +1,526 +14%
AWS
111
Atria Wealth Solutions
New York
$305K +$44.5K +1,927 +18%
AWA
112
Arkadios Wealth Advisors
Georgia
$284K +$269K +11,621 New
AWM
113
Apollon Wealth Management
South Carolina
$283K – – –
SMC
114
Smith, Moore & Co
Missouri
$279K +$27.5K +1,188 +12%
WWA
115
WCG Wealth Advisors
Nevada
$277K -$30K -1,300 -10%
RPGK
116
Retirement Planning Group (Kansas)
Kansas
$277K +$14.4K +622 +6%
IAS
117
Insigneo Advisory Services
Florida
$272K +$16.7K +723 +7%
CFGS
118
Concourse Financial Group Securities
Alabama
$266K +$20.8K +900 +9%
TA
119
TrueWealth Advisors
Alabama
$253K +$238K +10,316 New
APW
120
Aurora Private Wealth
New Jersey
$246K +$29.8K +1,290 +15%
IFG
121
Independent Financial Group
California
$236K +$223K +9,632 New
IGWM
122
ICA Group Wealth Management
Colorado
$234K +$209K +9,064 +1,813%
USCWA
123
U.S. Capital Wealth Advisors
Texas
$233K – – –
IP
124
Ignite Planners
California
$223K – – –
QCIG
125
Quad-Cities Investment Group
Iowa
$210K +$198K +8,570 New
3 4
5
6 7

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.