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FT Vest Rising Dividend Achievers Target Income ETF

225 hedge funds and large institutions have $929M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 8

263% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 35

21% more capital invested

Capital invested by funds: $769M → $929M (+$160M)

18% more funds holding

Funds holding: 191225 (+34)

2.67% more ownership

Funds ownership: 56.82%59.5% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
225
Holders Change
+34
Holders Change %
+17.8%
% of All Funds
2.96%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
46
Increased
127
Reduced
35
Closed
8
Calls
$34K
Puts
Net Calls
+$34K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
151
Sunbelt Securities
Texas
$409K +$175K +6,936 +69%
TWM
152
TCFG Wealth Management
California
$401K
TCWM
153
Total Clarity Wealth Management
Illinois
$395K +$28.7K +1,140 +8%
CFCI
154
Comprehensive Financial Consultants Institutional
Indiana
$387K
FA
155
Faithward Advisors
Pennsylvania
$387K +$401K +15,951 New
GVAG
156
Great Valley Advisor Group
Delaware
$382K +$160K +6,376 +68%
MIM
157
Marshall Investment Management
Colorado
$378K +$386K +15,346 New
WCFA
158
Walkner Condon Financial Advisors
Wisconsin
$370K +$384K +15,250 New
PCIA
159
Prime Capital Investment Advisors
Kansas
$365K +$379K +15,070 New
AWA
160
Acorn Wealth Advisors
Michigan
$364K -$72.4K -2,879 -16%
AI
161
Atria Investments
North Carolina
$351K -$109K -4,318 -23%
BWA
162
BlueChip Wealth Advisors
Georgia
$344K
AWM
163
Apollon Wealth Management
South Carolina
$342K +$64.8K +2,575 +22%
SMC
164
Smith, Moore & Co
Missouri
$341K +$20.1K +797 +6%
OP
165
ORG Partners
Indiana
$339K +$352K +14,000 New
USCWA
166
U.S. Capital Wealth Advisors
Texas
$339K +$113K +4,495 +47%
CCIA
167
Cherry Creek Investment Advisors
Colorado
$328K -$33.9K -1,347 -9%
IFG
168
Independent Financial Group
California
$324K +$1.66K +66 +0.5%
IWN
169
Independent Wealth Network
Iowa
$323K +$69.3K +2,752 +26%
SWM
170
SeaCrest Wealth Management
New York
$306K +$67.9K +2,700 +27%
GT
171
Greenleaf Trust
Michigan
$303K +$315K +12,500 New
PFA
172
Plotkin Financial Advisors
Maryland
$287K +$12K +475 +4%
TWP
173
Triad Wealth Partners
Kansas
$284K +$295K +11,714 New
QC
174
Quadrature Capital
United Kingdom
$283K +$294K +11,685 New
ASN
175
Advisory Services Network
Georgia
$276K +$286K +11,371 New

RDVI Hedge Fund Activity: Q4 2024 in Review

225 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q4 2024, worth a combined $929M — up 21% from $769M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new RDVI positions and 8 closed out — a net gain of 38 holders — while 127 added to existing stakes and 35 trimmed.

The largest buyer was Arax Advisory Partners, adding an estimated $26M. The largest seller was Osaic Holdings, cutting an estimated $8.27M.

  • 225 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q4 2024, up from 191 in Q3 2024.
  • Funds reported $929M of FT Vest Rising Dividend Achievers Target Income ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 46 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q4 2024 and 8 closed out, a net change of +38 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q4 2024 was Arax Advisory Partners, an estimated $26M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q4 2024 was Osaic Holdings, an estimated $8.27M sold.

Based on aggregated 13F filings for Q4 2024.