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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

191 hedge funds and large institutions have $769M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 4

236% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 33

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

25% more capital invested

Capital invested by funds: $616M → $769M (+$153M)

14% more funds holding

Funds holding: 167 → 191 (+24)

0.44% less ownership

Funds ownership: 57.27% → 56.82% (-0.44%)

Holders
191
Holders Change
+24
Holders Change %
+14.37%
% of All Funds
2.74%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
32
Increased
111
Reduced
33
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$18.9M
2
Wells Fargo
Wells Fargo
California
+$17.5M
3
LIA
Luken Investment Analytics
Tennessee
+$8.99M
4
RJA
Raymond James & Associates
Florida
+$7.98M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.32M

Top Sellers

1
PA
Pinnacle Associates
New York
-$7.34M
2
Jane Street
Jane Street
New York
-$4.31M
3
PFS
Prospera Financial Services
Texas
-$3M
4
Mariner
Mariner
Kansas
-$2.46M
5
VCM
Virtue Capital Management
Tennessee
-$966K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$888K +$422K +17,574 +95%
JWCA
102
J.W. Cole Advisors
Florida
$838K +$2.13K +89 +0.3%
AWE
103
Avidian Wealth Enterprises
Texas
$818K +$109K +4,558 +16%
TA
104
TrueWealth Advisors
Alabama
$783K +$65.5K +2,730 +9%
IA
105
Insight Advisors
Pennsylvania
$778K +$115K +4,797 +18%
AWA
106
Arkadios Wealth Advisors
Georgia
$718K +$190K +7,909 +37%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$689K +$143K +5,960 +27%
IWM
108
IHT Wealth Management
Illinois
$678K -$2.23K -93 -0.3%
AWM
109
Avior Wealth Management
Nebraska
$678K -$24.9K -1,038 -4%
KCFA
110
Key Client Fiduciary Advisors
New Jersey
$667K +$3.14K +131 +0.5%
APWA
111
Atlas Private Wealth Advisors
New Jersey
$649K +$13.3K +556 +2%
EWA
112
EverSource Wealth Advisors
Alabama
$619K +$269K +11,218 +81%
FHC
113
First Heartland Consultants
Missouri
$601K -$22K -915 -4%
EH
114
Equitable Holdings
New York
$577K +$150K +6,242 +36%
MSFS
115
Main Street Financial Solutions
Pennsylvania
$559K -$100K -4,176 -16%
RWS
116
Resolute Wealth Strategies
Mississippi
$536K +$522K +21,773 New
WA
117
Waverly Advisors
Alabama
$524K -$35.1K -1,461 -6%
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
$513K +$236K +9,827 +89%
RMAM
119
Raab & Moskowitz Asset Management
New Jersey
$505K – – –
CA
120
CoreCap Advisors
Michigan
$505K +$74.2K +3,092 +18%
TCM
121
Triumph Capital Management
Colorado
$486K -$5.59K -233 -1%
TSWM
122
Tyler-Stone Wealth Management
Ohio
$485K +$327K +13,614 +224%
Jane Street
123
Jane Street
New York
$480K -$4.31M -179,562 -90%
MOS
124
MGO One Seven
Ohio
$474K -$96K -4,000 -17%
AI
125
Atria Investments
North Carolina
$463K +$144K +5,995 +47%
3 4
5
6 7

RDVI Hedge Fund Activity: Q3 2024 in Review

191 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q3 2024, worth a combined $769M — up 25% from $616M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new RDVI positions and 4 closed out — a net gain of 28 holders — while 111 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.9M. The largest seller was Pinnacle Associates, cutting an estimated $7.34M.

  • 191 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q3 2024, up from 167 in Q2 2024.
  • Funds reported $769M of FT Vest Rising Dividend Achievers Target Income ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 32 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q3 2024 and 4 closed out, a net change of +28 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q3 2024 was LPL Financial, an estimated $18.9M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q3 2024 was Pinnacle Associates, an estimated $7.34M sold.

Based on aggregated 13F filings for Q3 2024.