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FT Vest Rising Dividend Achievers Target Income ETF

229 hedge funds and large institutions have $1.02B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 134 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 50

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more capital invested

Capital invested by funds: $929M → $1.02B (+$94M)

2% more funds holding

Funds holding: 225229 (+4)

2.42% less ownership

Funds ownership: 59.5%57.07% (-2.4%)

Holders
229
Holders Change
+4
Holders Change %
+1.78%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
30
Increased
134
Reduced
50
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
101
Ashton Thomas Private Wealth
Arizona
$1.16M +$89K +3,605 +8%
CW
102
CreativeOne Wealth
Kansas
$1.16M +$14.9K +603 +1%
BCI
103
Brinker Capital Investments
Pennsylvania
$1.07M +$430K +17,403 +62%
OPS
104
Orion Portfolio Solutions
Nebraska
$1.07M +$430K +17,403 +62%
SW
105
SteelPeak Wealth
California
$1.07M -$54.4K -2,204 -5%
AFG
106
Atomi Financial Group
New York
$1.07M -$15.2K -616 -1%
WWM
107
Western Wealth Management
Colorado
$1.06M -$49.5K -2,004 -4%
SH
108
SLT Holdings
Arizona
$1.06M -$46.3K -1,874 -4%
EH
109
Equitable Holdings
New York
$1.06M +$432K +17,504 +65%
RPGK
110
Retirement Planning Group (Kansas)
Kansas
$1.05M +$492K +19,925 +82%
RWS
111
Resolute Wealth Strategies
Mississippi
$1.04M +$275K +11,123 +34%
BCM
112
Brookstone Capital Management
Illinois
$1.03M +$840K +34,022 +357%
IAIM
113
International Assets Investment Management
Florida
$1.03M -$281K -11,396 -21%
IA
114
Insight Advisors
Pennsylvania
$1.03M +$143K +5,785 +15%
CFP
115
Comprehensive Financial Planning
Pennsylvania
$981K +$16.2K +657 +2%
WW
116
Winnow Wealth
Texas
$964K +$1M +40,644 New
AWA
117
Arkadios Wealth Advisors
Georgia
$926K +$203K +8,219 +27%
MFGM
118
Marshall Financial Group (Maryland)
Maryland
$891K -$109K -4,421 -11%
TA
119
TrueWealth Advisors
Alabama
$877K +$55.4K +2,245 +6%
AWE
120
Avidian Wealth Enterprises
Texas
$843K +$29.7K +1,204 +4%
IWM
121
IHT Wealth Management
Illinois
$830K +$140K +5,663 +19%
OC
122
Oppenheimer & Co
New York
$820K +$34.6K +1,401 +4%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$799K +$93.5K +3,786 +13%
IFG
124
Independent Financial Group
California
$793K +$496K +20,085 +150%
Bank of America
125
Bank of America
North Carolina
$781K +$788K +31,912 +3,191%

RDVI Hedge Fund Activity: Q1 2025 in Review

229 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q1 2025, worth a combined $1.02B — up 10% from $929M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RDVI positions and 19 closed out — a net gain of 11 holders — while 134 added to existing stakes and 50 trimmed.

The largest buyer was LPL Financial, adding an estimated $22.5M. The largest seller was Arax Advisory Partners, cutting an estimated $12.7M.

  • 229 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q1 2025, up from 225 in Q4 2024.
  • Funds reported $1.02B of FT Vest Rising Dividend Achievers Target Income ETF stock for Q1 2025, up 10% quarter-over-quarter.
  • 30 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q1 2025 and 19 closed out, a net change of +11 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q1 2025 was LPL Financial, an estimated $22.5M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q1 2025 was Arax Advisory Partners, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2025.