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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

249 hedge funds and large institutions have $1.36B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 149 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 56

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

16% more capital invested

Capital invested by funds: $1.17B → $1.36B (+$185M)

2% more funds holding

Funds holding: 245 → 249 (+4)

0.35% less ownership

Funds ownership: 58.26% → 57.91% (-0.35%)

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
3.27%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
26
Increased
149
Reduced
56
Closed
14
Calls
$259K
Puts
–
Net Calls
+$259K
Net Calls Change
-$490K

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.1M
2
MFG
Merit Financial Group
Georgia
+$16.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.5M
4
Raymond James Financial
Raymond James Financial
Florida
+$10.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.82M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$16.9M
2
APWA
Atlas Private Wealth Advisors
New Jersey
-$10.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.62M
4
EA
Ergawealth Advisors
Illinois
-$1.73M
5
Truist Financial
Truist Financial
North Carolina
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
126
TrueWealth Advisors
Alabama
$1.04M +$65K +2,574 +7%
MFGM
127
Marshall Financial Group (Maryland)
Maryland
$1.02M -$123K -4,859 -11%
EWA
128
EverSource Wealth Advisors
Alabama
$1.01M +$146K +5,776 +17%
IAN
129
Integrated Advisors Network
Texas
$964K +$285K +11,287 +43%
NLP
130
Next Level Private
New York
$945K +$282K +11,173 +45%
CAG
131
Centerpoint Advisory Group
Kansas
$934K +$238K +9,440 +35%
CF
132
Centaurus Financial
California
$905K – – –
RIA
133
Regal Investment Advisors
Michigan
$905K +$132K +5,227 +18%
PFA
134
Plotkin Financial Advisors
Maryland
$899K +$23.1K +915 +3%
SW
135
SteelPeak Wealth
California
$862K +$5.58K +221 +0.7%
AWE
136
Avidian Wealth Enterprises
Texas
$849K +$2.62K +104 +0.3%
SS
137
Sunbelt Securities
Texas
$846K +$396K +15,679 +92%
CWP
138
Core Wealth Partners
California
$834K +$177K +7,021 +28%
GAA
139
Global Assets Advisory
Florida
$827K -$70.3K -2,785 -8%
First Trust Advisors
140
First Trust Advisors
Illinois
$816K +$95.1K +3,768 +14%
LWMI
141
Legacy Wealth Management (Idaho)
Idaho
$798K +$84.6K +3,354 +12%
AWM
142
Avior Wealth Management
Nebraska
$779K +$15.6K +618 +2%
AWM
143
AE Wealth Management
Kansas
$738K +$219K +8,696 +44%
CCM
144
Chilton Capital Management
Texas
$720K – – –
WFA
145
WMG Financial Advisors
Tennessee
$719K +$68.5K +2,713 +11%
IAS
146
Insigneo Advisory Services
Florida
$699K +$8.2K +325 +1%
Citadel Advisors
147
Citadel Advisors
Florida
$685K +$668K +26,493 New
AAS
148
Asset Allocation Strategies
Michigan
$679K – – –
PTC
149
Private Trust Company
Ohio
$647K +$25.2K +1,000 +4%
FWP
150
Forefront Wealth Partners
Texas
$637K +$622K +24,638 New
4 5
6
7 8

RDVI Hedge Fund Activity: Q3 2025 in Review

249 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q3 2025, worth a combined $1.36B — up 16% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RDVI positions and 14 closed out — a net gain of 12 holders — while 149 added to existing stakes and 56 trimmed.

The largest buyer was LPL Financial, adding an estimated $37.1M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $16.9M sold.

  • 249 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q3 2025, up from 245 in Q2 2025.
  • Funds reported $1.36B of FT Vest Rising Dividend Achievers Target Income ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 26 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q3 2025 and 14 closed out, a net change of +12 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q3 2025 was LPL Financial, an estimated $37.1M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2025.