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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

281 hedge funds and large institutions have $1.7B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 174 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 58

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

11% more capital invested

Capital invested by funds: $1.54B → $1.7B (+$166M)

1.51% more ownership

Funds ownership: 59.11% → 60.62% (+1.5%)

0% more funds holding

Funds holding: 281 → 281 (0)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

Holders
281
Holders Change
–
Holders Change %
0%
% of All Funds
3.46%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.16%
New
28
Increased
174
Reduced
58
Closed
23
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$1.01M

Top Buyers

1
LPL Financial
LPL Financial
California
+$34.8M
2
IAA
Independent Advisor Alliance
North Carolina
+$30.7M
3
Wells Fargo
Wells Fargo
California
+$22.2M
4
SPIA
Steward Partners Investment Advisory
New York
+$10.5M
5
SWP
Stratos Wealth Partners
Ohio
+$9.69M

Top Sellers

1
LIA
Luken Investment Analytics
Tennessee
-$7.43M
2
Raymond James Financial
Raymond James Financial
Florida
-$5.43M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$5.23M
4
CAS
Coppell Advisory Solutions
Texas
-$4.32M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
151
Level Four Advisory Services
Texas
$1.04M +$579K +21,659 +114%
JWBC
152
John W. Brooker & Co
California
$1.03M +$360K +13,480 +50%
KA
153
Kovack Advisors
Florida
$981K +$79K +2,954 +8%
USCWA
154
U.S. Capital Wealth Advisors
Texas
$975K +$183K +6,860 +22%
HIS
155
Harvest Investment Services
Illinois
$973K +$24.1K +901 +2%
QFW
156
QTR Family Wealth
Florida
$946K -$3.98K -149 -0.4%
RIA
157
Regal Investment Advisors
Michigan
$929K -$32.4K -1,214 -3%
CF
158
Centaurus Financial
California
$913K +$4.25K +159 +0.4%
AWE
159
Avidian Wealth Enterprises
Texas
$903K +$108K +4,028 +13%
WW
160
Winnow Wealth
Texas
$880K -$24.5K -917 -3%
AAS
161
Asset Allocation Strategies
Michigan
$859K +$192K +7,200 +27%
IAS
162
Insigneo Advisory Services
Florida
$854K – – –
AWM
163
AE Wealth Management
Kansas
$846K +$25.5K +953 +3%
CCFM
164
Clear Creek Financial Management
Washington
$842K +$295K +11,039 +50%
HAS
165
HBW Advisory Services
California
$824K +$174K +6,498 +25%
BWM
166
Buska Wealth Management
Wisconsin
$769K +$805K +30,100 New
AWM
167
Avior Wealth Management
Nebraska
$752K +$14.6K +545 +2%
CCM
168
Chilton Capital Management
Texas
$726K -$12.1K -453 -2%
PTC
169
Private Trust Company
Ohio
$709K -$13.4K -500 -2%
IAN
170
Integrated Advisors Network
Texas
$699K -$236K -8,831 -24%
FWP
171
Forefront Wealth Partners
Texas
$643K +$2.49K +93 +0.4%
AIM
172
Advyzon Investment Management
Illinois
$637K +$666K +24,926 New
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$634K +$311K +11,631 +88%
AWM
174
Axxcess Wealth Management
California
$632K +$297K +11,122 +82%
EPW
175
Endeavor Private Wealth
Kansas
$625K +$155K +5,805 +31%
5 6
7
8 9

RDVI Hedge Fund Activity: Q1 2026 in Review

281 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q1 2026, worth a combined $1.7B — up 11% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RDVI positions and 23 closed out — a net gain of 5 holders — while 174 added to existing stakes and 58 trimmed.

The largest buyer was LPL Financial, adding an estimated $34.8M. The largest seller was Luken Investment Analytics, cutting an estimated $7.43M.

  • 281 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $1.7B of FT Vest Rising Dividend Achievers Target Income ETF stock for Q1 2026, up 11% quarter-over-quarter.
  • 28 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q1 2026 and 23 closed out, a net change of +5 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q1 2026 was LPL Financial, an estimated $34.8M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q1 2026 was Luken Investment Analytics, an estimated $7.43M sold.

Based on aggregated 13F filings for Q1 2026.