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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

167 hedge funds and large institutions have $616M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 107 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 23

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

11% more funds holding

Funds holding: 151 → 167 (+16)

2% more capital invested

Capital invested by funds: $603M → $616M (+$13.2M)

7.22% less ownership

Funds ownership: 64.49% → 57.27% (-7.2%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
167
Holders Change
+16
Holders Change %
+10.6%
% of All Funds
2.41%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
26
Increased
107
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.9M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$10.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.33M
4
Jane Street
Jane Street
New York
+$4.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.16M

Top Sellers

1
GAA
Global Assets Advisory
Florida
-$36.5M
2
EA
Ergawealth Advisors
Illinois
-$2.94M
3
SWC
Spectrum Wealth Counsel
Indiana
-$1M
4
CW
CreativeOne Wealth
Kansas
-$945K
5
LNC
Lincoln National Corp
Pennsylvania
-$822K
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
151
Sunbelt Securities
Texas
$70.5K +$71.2K +3,017 New
FFA
152
Farther Finance Advisors
California
$68.3K +$69.1K +2,926 New
IFAM
153
Institutional & Family Asset Management
Colorado
$65.7K – – –
CAM
154
Creekmur Asset Management
Illinois
$41.1K +$708 +30 +2%
ATPW
155
Ashton Thomas Private Wealth
Arizona
$40.8K +$41.2K +1,747 New
Comerica Bank
156
Comerica Bank
Texas
$39.6K +$17.3K +735 +77%
Wells Fargo
157
Wells Fargo
California
$37K +$37.3K +1,582 +158,200%
WWMSC
158
Wagner Wealth Management (South Carolina)
South Carolina
$34.5K – – –
FGAM
159
Financial Gravity Asset Management
Texas
$23.4K -$158K -6,700 -87%
BFEC
160
Benjamin F. Edwards & Company
Missouri
$23K – – –
PTC
161
Private Trust Company
Ohio
$21K – – –
LFG
162
Larson Financial Group
Missouri
$20.8K – – –
KA
163
Kozak & Associates
Colorado
$18.2K +$260 +11 +1%
PIS
164
POM Investment Strategies
North Carolina
$18K -$75.7K -3,206 -81%
SFC
165
Strategic Financial Concepts
Texas
$911 +$529K +22,411 New
FHC
166
First Heartland Consultants
Missouri
$592 +$153K +6,466 +34%
Morgan Stanley
167
Morgan Stanley
New York
$47 +$47 +2 New
GAA
168
Global Assets Advisory
Florida
– -$36.5M -886,829 Closed
CW
169
CreativeOne Wealth
Kansas
– -$945K -38,595 Closed
LNC
170
Lincoln National Corp
Pennsylvania
– -$822K -33,573 Closed
WWA
171
WCG Wealth Advisors
Nevada
– -$277K -11,304 Closed
FAM
172
Formidable Asset Management
Ohio
– -$109K -4,450 Closed
Qube Research & Technologies (QRT)
173
Qube Research & Technologies (QRT)
United Kingdom
– -$47.2K -1,928 Closed
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
– -$857 -35 Closed
3 4 5 6
7

RDVI Hedge Fund Activity: Q2 2024 in Review

167 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q2 2024, worth a combined $616M — up 2.2% from $603M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RDVI positions and 7 closed out — a net gain of 19 holders — while 107 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.9M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $36.5M sold.

  • 167 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q2 2024, up from 151 in Q1 2024.
  • Funds reported $616M of FT Vest Rising Dividend Achievers Target Income ETF stock for Q2 2024, up 2.2% quarter-over-quarter.
  • 26 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q2 2024 and 7 closed out, a net change of +19 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q2 2024 was LPL Financial, an estimated $14.9M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q2 2024 was Global Assets Advisory, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2024.