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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
IA
126
IFG Advisory
Georgia
$451K +$107K +4,478 +32%
TA
127
TKG Advisors
Indiana
$450K -$5.88K -245 -1%
AWA
128
Acorn Wealth Advisors
Michigan
$441K +$34.2K +1,425 +9%
TWM
129
TCFG Wealth Management
California
$407K +$397K +16,529 New
CF
130
Centaurus Financial
California
$399K +$389K +16,207 New
CFCI
131
Comprehensive Financial Consultants Institutional
Indiana
$393K – – –
BW
132
Bison Wealth
Georgia
$379K +$369K +15,400 New
CFGS
133
Concourse Financial Group Securities
Alabama
$377K +$101K +4,224 +39%
TCWM
134
Total Clarity Wealth Management
Illinois
$374K – – –
RPGK
135
Retirement Planning Group (Kansas)
Kansas
$370K +$12.4K +517 +4%
MC
136
Moors & Cabot
Massachusetts
$367K +$103K +4,303 +41%
CCIA
137
Cherry Creek Investment Advisors
Colorado
$366K -$691K -28,785 -66%
OC
138
Oppenheimer & Co
New York
$366K +$356K +14,850 New
AWM
139
AE Wealth Management
Kansas
$366K +$3.98K +166 +1%
BAWC
140
Boyce & Associates Wealth Consulting
Texas
$357K +$347K +14,483 New
BWA
141
BlueChip Wealth Advisors
Georgia
$350K +$341K +14,198 New
PI
142
PFG Investments
New York
$345K +$336K +14,000 New
IFG
143
Independent Financial Group
California
$328K +$9.14K +381 +3%
SMC
144
Smith, Moore & Co
Missouri
$327K +$20.6K +858 +7%
DFA
145
DHJJ Financial Advisors
Illinois
$312K -$17.9K -746 -6%
NLP
146
Next Level Private
New York
$309K +$40.6K +1,693 +16%
HAS
147
HBW Advisory Services
California
$307K -$43.5K -1,813 -13%
AWM
148
Apollon Wealth Management
South Carolina
$284K – – –
APW
149
Aurora Private Wealth
New Jersey
$283K +$27.7K +1,156 +11%
PFA
150
Plotkin Financial Advisors
Maryland
$280K +$9.24K +385 +4%
4 5
6
7 8

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.