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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
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$640K -$1.65M -65,560 -71%
IA
127
Inspire Advisors
Idaho
$630K +$654K +25,990 New
CF
128
Centaurus Financial
California
$629K +$245K +9,751 +60%
TSWM
129
Tyler-Stone Wealth Management
Ohio
$616K +$144K +5,730 +29%
EWA
130
EverSource Wealth Advisors
Alabama
$612K +$3.17K +126 +0.5%
IA
131
IFG Advisory
Georgia
$610K +$173K +6,885 +38%
NLP
132
Next Level Private
New York
$592K +$299K +11,876 +95%
RPGK
133
Retirement Planning Group (Kansas)
Kansas
$588K +$233K +9,241 +62%
KCFA
134
Key Client Fiduciary Advisors
New Jersey
$568K -$92.4K -3,672 -14%
MSFS
135
Main Street Financial Solutions
Pennsylvania
$550K +$503 +20 +0.1%
WA
136
Waverly Advisors
Alabama
$525K +$9.74K +387 +2%
NG
137
Novem Group
New York
$515K +$534K +21,225 New
RMAM
138
Raab & Moskowitz Asset Management
New Jersey
$497K
PTC
139
Private Trust Company
Ohio
$486K +$482K +19,136 +2,126%
MOS
140
MGO One Seven
Ohio
$466K
TA
141
TKG Advisors
Indiana
$463K -$252 -10 -0.1%
BW
142
Bison Wealth
Georgia
$450K +$80K +3,180 +21%
IAS
143
Insigneo Advisory Services
Florida
$446K +$178K +7,066 +62%
FHC
144
First Heartland Consultants
Missouri
$444K -$154K -6,109 -25%
MC
145
Moors & Cabot
Massachusetts
$423K +$64.8K +2,576 +17%
CA
146
Calton & Associates
Florida
$420K +$436K +17,324 New
LIS
147
Legacy Investment Solutions
Idaho
$419K +$197K +7,811 +89%
LWMI
148
Legacy Wealth Management (Idaho)
Idaho
$419K +$197K +7,811 +89%
Envestnet Portfolio Solutions
149
Envestnet Portfolio Solutions
Illinois
$413K -$95.6K -3,800 -18%
AWM
150
AE Wealth Management
Kansas
$412K +$53.7K +2,134 +14%

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.