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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
FFA
126
Farther Finance Advisors
California
$871K +$550K +23,405 +197%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$868K +$33K +1,404 +4%
GAA
128
Global Assets Advisory
Florida
$868K -$1.72M -73,075 -68%
CF
129
Centaurus Financial
California
$865K +$169K +7,206 +26%
NFG
130
Nations Financial Group
Iowa
$864K +$221K +9,389 +37%
T
131
Tidemark
California
$847K +$340K +14,452 +73%
PFA
132
Plotkin Financial Advisors
Maryland
$837K +$96.4K +4,099 +14%
SPC
133
Sigma Planning Corp
Michigan
$828K -$809K -34,405 -51%
SW
134
SteelPeak Wealth
California
$819K -$285K -12,121 -27%
EWA
135
EverSource Wealth Advisors
Alabama
$819K +$97.6K +4,148 +14%
AWE
136
Avidian Wealth Enterprises
Texas
$809K -$65.4K -2,782 -8%
Bank of America
137
Bank of America
North Carolina
$798K -$14.6K -619 -2%
HA
138
Herold Advisors
New York
$790K -$480K -20,390 -39%
OMC
139
Old Mission Capital
Illinois
$766K +$729K +31,007 New
GSIAS
140
Garden State Investment Advisory Services
New Jersey
$754K -$40.4K -1,719 -5%
RIA
141
Regal Investment Advisors
Michigan
$736K +$700K +29,767 New
TSWM
142
Tyler-Stone Wealth Management
Ohio
$731K +$56.2K +2,390 +9%
AWM
143
Avior Wealth Management
Nebraska
$729K -$1.06K -45 -0.2%
CCM
144
Chilton Capital Management
Texas
$688K +$11.3K +481 +2%
First Trust Advisors
145
First Trust Advisors
Illinois
$686K +$653K +27,782 New
LWMI
146
Legacy Wealth Management (Idaho)
Idaho
$680K +$162K +6,892 +33%
LIS
147
Legacy Investment Solutions
Idaho
$680K +$647K +27,523 New
IAS
148
Insigneo Advisory Services
Florida
$660K +$111K +4,700 +21%
CAG
149
Centerpoint Advisory Group
Kansas
$659K +$628K +26,685 New
P
150
&Partners
Tennessee
$655K -$4.12M -175,203 -87%

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.