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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
GSIAS
126
Garden State Investment Advisory Services
New Jersey
$764K -$63K -2,550 -7%
APW
127
Aurora Private Wealth
New Jersey
$732K +$93.6K +3,789 +14%
PFA
128
Plotkin Financial Advisors
Maryland
$706K +$442K +17,906 +151%
AWM
129
Avior Wealth Management
Nebraska
$701K +$12.2K +493 +2%
EWA
130
EverSource Wealth Advisors
Alabama
$687K +$92K +3,725 +15%
CA
131
CoreCap Advisors
Michigan
$674K -$51.7K -2,092 -7%
NLP
132
Next Level Private
New York
$661K +$84.9K +3,436 +14%
CF
133
Centaurus Financial
California
$659K +$45.4K +1,839 +7%
WWA
134
WCG Wealth Advisors
Nevada
$657K +$684K +27,703 New
CCM
135
Chilton Capital Management
Texas
$649K +$410K +16,596 +154%
MAM
136
Milestone Asset Management
Pennsylvania
$646K -$564K -22,834 -46%
TSWM
137
Tyler-Stone Wealth Management
Ohio
$645K +$44.1K +1,785 +7%
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$609K +$213K +8,643 +51%
NFG
139
Nations Financial Group
Iowa
$607K -$4.31M -174,484 -87%
PTC
140
Private Trust Company
Ohio
$588K +$117K +4,750 +24%
SWP
141
Stratos Wealth Partners
Ohio
$561K +$376K +15,216 +180%
CA
142
Calton & Associates
Florida
$561K +$156K +6,310 +36%
QFW
143
QTR Family Wealth
Florida
$552K +$574K +23,261 New
MOS
144
MGO One Seven
Ohio
$525K +$71.4K +2,890 +15%
IAS
145
Insigneo Advisory Services
Florida
$522K +$88.9K +3,600 +20%
WA
146
Waverly Advisors
Alabama
$521K +$7.56K +306 +1%
NG
147
Novem Group
New York
$514K +$11.4K +460 +2%
LWMI
148
Legacy Wealth Management (Idaho)
Idaho
$489K +$99.2K +4,018 +24%
RMAM
149
Raab & Moskowitz Asset Management
New Jersey
$486K
MSFS
150
Main Street Financial Solutions
Pennsylvania
$480K -$60.8K -2,460 -11%

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.