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FT Vest Rising Dividend Achievers Target Income ETF

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: 133151 (+18)

0% more funds holding in top 10

Funds holding in top 10: 66 (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
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
126
Aptus Capital Advisors
Alabama
$208K -$79.2K -3,429 -29%
GWANC
127
Guardian Wealth Advisors (North Carolina)
North Carolina
$208K
PFA
128
Plotkin Financial Advisors
Maryland
$206K +$195K +8,432 New
FGAM
129
Financial Gravity Asset Management
Texas
$183K +$83.2K +3,600 +88%
LIA
130
Luken Investment Analytics
Tennessee
$175K +$9.15K +396 +6%
RIL
131
Rothschild Investment LLC
Illinois
$164K +$155K +6,700 New
NS
132
NBC Securities
Alabama
$134K +$3.03K +131 +2%
FAM
133
Formidable Asset Management
Ohio
$109K +$103K +4,450 New
TSWM
134
Tyler-Stone Wealth Management
Ohio
$109K +$23.3K +1,007 +29%
PIS
135
POM Investment Strategies
North Carolina
$97.3K -$126K -5,466 -58%
IFAM
136
Institutional & Family Asset Management
Colorado
$68.8K +$64.9K +2,810 New
HGERS
137
Householder Group Estate & Retirement Specialist
Arizona
$57.8K +$14.3K +619 +36%
AAP
138
Arax Advisory Partners
Colorado
$52K +$49.1K +2,125 New
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$47.2K +$44.6K +1,928 New
CAM
140
Creekmur Asset Management
Illinois
$42.3K +$416 +18 +1%
SPIA
141
Steward Partners Investment Advisory
New York
$36.7K
WWMSC
142
Wagner Wealth Management (South Carolina)
South Carolina
$36.1K +$34.1K +1,476 New
BFEC
143
Benjamin F. Edwards & Company
Missouri
$24K
Comerica Bank
144
Comerica Bank
Texas
$23.4K +$14.6K +630 +193%
PTC
145
Private Trust Company
Ohio
$22K
LFG
146
Larson Financial Group
Missouri
$21.8K
PS
147
Principal Securities
Iowa
$18.9K +$10.6K +458 +147%
KA
148
Kozak & Associates
Colorado
$18.4K +$17.7K +765 New
AA
149
AlphaMark Advisors
Kentucky
$2K +$2.31K +100 New
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$857 +$809 +35 New

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.