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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

191 hedge funds and large institutions have $769M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 4

236% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 33

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

25% more capital invested

Capital invested by funds: $616M → $769M (+$153M)

14% more funds holding

Funds holding: 167 → 191 (+24)

0.44% less ownership

Funds ownership: 57.27% → 56.82% (-0.44%)

Holders
191
Holders Change
+24
Holders Change %
+14.37%
% of All Funds
2.74%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
32
Increased
111
Reduced
33
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$18.9M
2
Wells Fargo
Wells Fargo
California
+$17.5M
3
LIA
Luken Investment Analytics
Tennessee
+$8.99M
4
RJA
Raymond James & Associates
Florida
+$7.98M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.32M

Top Sellers

1
PA
Pinnacle Associates
New York
-$7.34M
2
Jane Street
Jane Street
New York
-$4.31M
3
PFS
Prospera Financial Services
Texas
-$3M
4
Mariner
Mariner
Kansas
-$2.46M
5
VCM
Virtue Capital Management
Tennessee
-$966K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
151
Insigneo Advisory Services
Florida
$280K -$5.95K -248 -2%
KDA
152
Kraft Davis & Associates
Missouri
$263K +$257K +10,703 New
IWN
153
Independent Wealth Network
Iowa
$261K +$254K +10,588 New
SS
154
Sunbelt Securities
Texas
$246K +$167K +6,973 +231%
SWM
155
SeaCrest Wealth Management
New York
$244K – – –
M1FG
156
Mach-1 Financial Group
Arkansas
$244K +$237K +9,885 New
BCI
157
Brinker Capital Investments
Pennsylvania
$241K +$234K +9,765 New
OPS
158
Orion Portfolio Solutions
Nebraska
$241K +$234K +9,765 New
AA
159
AlphaMark Advisors
Kentucky
$240K – – –
USCWA
160
U.S. Capital Wealth Advisors
Texas
$234K – – –
GVAG
161
Great Valley Advisor Group
Delaware
$232K +$226K +9,406 New
LIS
162
Legacy Investment Solutions
Idaho
$228K +$211K +8,802 New
LWMI
163
Legacy Wealth Management (Idaho)
Idaho
$228K +$211K +8,802 New
ATS
164
Ashton Thomas Securities
New York
$227K – – –
NS
165
NBC Securities
Alabama
$227K +$64K +2,669 +41%
IP
166
Ignite Planners
California
$226K – – –
LFAS
167
Level Four Advisory Services
Texas
$222K +$218K +9,089 New
DWM
168
Darwin Wealth Management
Florida
$222K +$216K +8,999 New
Morgan Stanley
169
Morgan Stanley
New York
$188K +$183K +7,643 +382,150%
ACA
170
Aptus Capital Advisors
Alabama
$172K – – –
GWANC
171
Guardian Wealth Advisors (North Carolina)
North Carolina
$172K – – –
RIL
172
Rothschild Investment LLC
Illinois
$165K – – –
AAP
173
Arax Advisory Partners
Colorado
$163K – – –
SPIA
174
Steward Partners Investment Advisory
New York
$142K +$38.4K +1,600 +39%
PS
175
Principal Securities
Iowa
$134K +$27.9K +1,162 +27%
4 5 6
7
8

RDVI Hedge Fund Activity: Q3 2024 in Review

191 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q3 2024, worth a combined $769M — up 25% from $616M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new RDVI positions and 4 closed out — a net gain of 28 holders — while 111 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.9M. The largest seller was Pinnacle Associates, cutting an estimated $7.34M.

  • 191 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q3 2024, up from 167 in Q2 2024.
  • Funds reported $769M of FT Vest Rising Dividend Achievers Target Income ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 32 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q3 2024 and 4 closed out, a net change of +28 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q3 2024 was LPL Financial, an estimated $18.9M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q3 2024 was Pinnacle Associates, an estimated $7.34M sold.

Based on aggregated 13F filings for Q3 2024.