RDVI icon

FT Vest Rising Dividend Achievers Target Income ETF
RDVI

Overview Fund Activity

237 hedge funds and large institutions have $1.16B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+13
Holders Change %
+5.8%
% of All Funds
3.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
38
Increased
129
Reduced
52
Closed
20
Calls
$749K
Puts
–
Net Calls
+$749K
Net Calls Change
+$749K

Top Buyers

1
LPL Financial
LPL Financial
California
+$22.6M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$21.2M
3
Stifel Financial
Stifel Financial
Missouri
+$16.6M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$13.5M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$12.6M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$28.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.8M
3
LIA
Luken Investment Analytics
Tennessee
-$4.75M
4
P
&Partners
Tennessee
-$4.33M
5
MFG
Midwest Financial Group
Kansas
-$3.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
126
Centaurus Financial
California
$865K +$178K +7,206 +26%
NFG
127
Nations Financial Group
Iowa
$864K +$232K +9,389 +37%
T
128
Tidemark
California
$847K +$357K +14,452 +73%
PFA
129
Plotkin Financial Advisors
Maryland
$837K +$101K +4,099 +14%
SPC
130
Sigma Planning Corp
Michigan
$828K -$850K -34,405 -51%
SW
131
SteelPeak Wealth
California
$819K -$300K -12,121 -27%
EWA
132
EverSource Wealth Advisors
Alabama
$819K +$102K +4,148 +14%
AWE
133
Avidian Wealth Enterprises
Texas
$809K -$68.7K -2,782 -8%
Bank of America
134
Bank of America
North Carolina
$798K -$15.3K -619 -2%
HA
135
Herold Advisors
New York
$790K -$504K -20,390 -39%
OMC
136
Old Mission Capital
Illinois
$766K +$766K +31,007 New
GSIAS
137
Garden State Investment Advisory Services
New Jersey
$754K -$42.5K -1,719 -5%
RIA
138
Regal Investment Advisors
Michigan
$736K +$736K +29,767 New
TSWM
139
Tyler-Stone Wealth Management
Ohio
$731K +$59.1K +2,390 +9%
AWM
140
Avior Wealth Management
Nebraska
$729K -$1.11K -45 -0.2%
CCM
141
Chilton Capital Management
Texas
$688K +$11.9K +481 +2%
First Trust Advisors
142
First Trust Advisors
Illinois
$686K +$686K +27,782 New
LWMI
143
Legacy Wealth Management (Idaho)
Idaho
$680K +$170K +6,892 +33%
LIS
144
Legacy Investment Solutions
Idaho
$680K +$680K +27,523 New
IAS
145
Insigneo Advisory Services
Florida
$660K +$116K +4,700 +21%
CAG
146
Centerpoint Advisory Group
Kansas
$659K +$659K +26,685 New
P
147
&Partners
Tennessee
$655K -$4.33M -175,203 -87%
AAS
148
Asset Allocation Strategies
Michigan
$649K +$649K +26,251 New
IAN
149
Integrated Advisors Network
Texas
$643K +$643K +26,019 New
CWP
150
Core Wealth Partners
California
$624K +$267K +10,822 +75%
4 5
6
7 8