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FT Vest Rising Dividend Achievers Target Income ETF

245 hedge funds and large institutions have $1.17B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 54

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $1.02B → $1.17B (+$151M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more funds holding

Funds holding: 229245 (+16)

1.19% more ownership

Funds ownership: 57.07%58.26% (+1.2%)

Holders
245
Holders Change
+16
Holders Change %
+6.99%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
39
Increased
133
Reduced
54
Closed
20
Calls
$749K
Puts
Net Calls
+$749K
Net Calls Change
+$749K
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
101
Atlantic Union Bankshares
Virginia
$1.39M +$1.32M +56,223 New
LA
102
Lifeworks Advisors
Michigan
$1.38M -$57.6K -2,450 -4%
Creative Planning
103
Creative Planning
Kansas
$1.38M
BCI
104
Brinker Capital Investments
Pennsylvania
$1.38M +$245K +10,403 +23%
BFG
105
Beacon Financial Group
Texas
$1.36M -$3.03K -129 -0.2%
QCIG
106
Quad-Cities Investment Group
Iowa
$1.35M +$91.7K +3,898 +8%
RPGK
107
Retirement Planning Group (Kansas)
Kansas
$1.33M +$228K +9,701 +22%
IAIM
108
International Assets Investment Management
Florida
$1.29M +$211K +8,951 +21%
HIS
109
Harvest Investment Services
Illinois
$1.25M -$339K -14,433 -22%
MIM
110
MTM Investment Management
South Carolina
$1.23M
RWS
111
Resolute Wealth Strategies
Mississippi
$1.21M +$120K +5,104 +12%
ATPW
112
Ashton Thomas Private Wealth
Arizona
$1.21M +$4.09K +174 +0.4%
AWA
113
Arkadios Wealth Advisors
Georgia
$1.12M +$151K +6,401 +16%
WWM
114
Western Wealth Management
Colorado
$1.11M +$3.9K +166 +0.4%
MFGM
115
Marshall Financial Group (Maryland)
Maryland
$1.1M +$162K +6,880 +18%
IA
116
Insight Advisors
Pennsylvania
$1.1M +$27.2K +1,155 +3%
CFP
117
Comprehensive Financial Planning
Pennsylvania
$1.07M +$44.7K +1,899 +5%
AFG
118
Atomi Financial Group
New York
$1.07M -$40.1K -1,703 -4%
NFSG
119
Newbridge Financial Services Group
Florida
$1.07M +$1.02M +43,266 New
MAM
120
Milestone Asset Management
Pennsylvania
$993K +$304K +12,940 +48%
CA
121
Calton & Associates
Florida
$955K +$353K +15,028 +64%
MML Investors Services
122
MML Investors Services
Massachusetts
$934K -$270K -11,490 -23%
TA
123
TrueWealth Advisors
Alabama
$932K +$17.7K +754 +2%
CA
124
CoreCap Advisors
Michigan
$930K +$217K +9,206 +32%
CW
125
CreativeOne Wealth
Kansas
$916K -$277K -11,757 -24%

RDVI Hedge Fund Activity: Q2 2025 in Review

245 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q2 2025, worth a combined $1.17B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new RDVI positions and 20 closed out — a net gain of 19 holders — while 133 added to existing stakes and 54 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.5M. The largest seller was Truist Financial, cutting an estimated $27M.

  • 245 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q2 2025, up from 229 in Q1 2025.
  • Funds reported $1.17B of FT Vest Rising Dividend Achievers Target Income ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 39 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q2 2025 and 20 closed out, a net change of +19 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q2 2025 was LPL Financial, an estimated $21.5M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q2 2025 was Truist Financial, an estimated $27M sold.

Based on aggregated 13F filings for Q2 2025.