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FT Vest Rising Dividend Achievers Target Income ETF

225 hedge funds and large institutions have $929M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 8

263% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 35

21% more capital invested

Capital invested by funds: $769M → $929M (+$160M)

18% more funds holding

Funds holding: 191225 (+34)

2.67% more ownership

Funds ownership: 56.82%59.5% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
225
Holders Change
+34
Holders Change %
+17.8%
% of All Funds
2.96%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
46
Increased
127
Reduced
35
Closed
8
Calls
$34K
Puts
Net Calls
+$34K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
101
GPS Wealth Strategies Group
Colorado
$1.03M -$9.34K -371 -0.9%
SPIA
102
Steward Partners Investment Advisory
New York
$1.02M +$915K +36,358 +632%
MFGM
103
Marshall Financial Group (Maryland)
Maryland
$1.02M +$92K +3,657 +10%
CFP
104
Comprehensive Financial Planning
Pennsylvania
$987K +$1.02M +40,714 New
QCIG
105
Quad-Cities Investment Group
Iowa
$985K +$102K +4,038 +11%
IA
106
Insight Advisors
Pennsylvania
$905K +$148K +5,872 +19%
GAA
107
Global Assets Advisory
Florida
$881K
Jane Street
108
Jane Street
New York
$850K +$392K +15,590 +80%
GSIAS
109
Garden State Investment Advisory Services
New Jersey
$843K -$48.2K -1,915 -5%
TA
110
TrueWealth Advisors
Alabama
$842K +$75K +2,979 +9%
AWE
111
Avidian Wealth Enterprises
Texas
$832K +$29.1K +1,156 +3%
GIA
112
Gladstone Institutional Advisory
Florida
$808K -$259K -10,277 -24%
OC
113
Oppenheimer & Co
New York
$804K +$461K +18,317 +123%
RWS
114
Resolute Wealth Strategies
Mississippi
$795K +$278K +11,043 +51%
AWA
115
Arkadios Wealth Advisors
Georgia
$747K +$41.9K +1,667 +6%
CA
116
CoreCap Advisors
Michigan
$739K +$252K +10,030 +49%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$725K +$49.6K +1,972 +7%
IWM
118
IHT Wealth Management
Illinois
$711K +$46.1K +1,831 +7%
AWM
119
Avior Wealth Management
Nebraska
$705K +$39.4K +1,567 +6%
APWA
120
Atlas Private Wealth Advisors
New Jersey
$682K +$44.6K +1,773 +7%
BCI
121
Brinker Capital Investments
Pennsylvania
$676K +$456K +18,137 +186%
OPS
122
Orion Portfolio Solutions
Nebraska
$676K +$456K +18,137 +186%
Citadel Advisors
123
Citadel Advisors
Florida
$664K +$690K +27,407 New
APW
124
Aurora Private Wealth
New Jersey
$656K +$392K +15,569 +135%
EH
125
Equitable Holdings
New York
$655K +$90.7K +3,606 +15%

RDVI Hedge Fund Activity: Q4 2024 in Review

225 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q4 2024, worth a combined $929M — up 21% from $769M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new RDVI positions and 8 closed out — a net gain of 38 holders — while 127 added to existing stakes and 35 trimmed.

The largest buyer was Arax Advisory Partners, adding an estimated $26M. The largest seller was Osaic Holdings, cutting an estimated $8.27M.

  • 225 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q4 2024, up from 191 in Q3 2024.
  • Funds reported $929M of FT Vest Rising Dividend Achievers Target Income ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 46 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q4 2024 and 8 closed out, a net change of +38 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q4 2024 was Arax Advisory Partners, an estimated $26M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q4 2024 was Osaic Holdings, an estimated $8.27M sold.

Based on aggregated 13F filings for Q4 2024.