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FT Vest Rising Dividend Achievers Target Income ETF

229 hedge funds and large institutions have $1.02B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 134 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 50

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more capital invested

Capital invested by funds: $929M → $1.02B (+$94M)

2% more funds holding

Funds holding: 225229 (+4)

2.42% less ownership

Funds ownership: 59.5%57.07% (-2.4%)

Holders
229
Holders Change
+4
Holders Change %
+1.78%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
30
Increased
134
Reduced
50
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
151
Tidemark
California
$470K +$333K +13,494 +213%
BWA
152
BlueChip Wealth Advisors
Georgia
$458K +$127K +5,126 +36%
CAS
153
Coppell Advisory Solutions
Texas
$425K +$458K +18,563 New
FHC
154
First Heartland Consultants
Missouri
$422K -$12.3K -500 -3%
TA
155
TKG Advisors
Indiana
$419K -$14.2K -573 -3%
MC
156
Moors & Cabot
Massachusetts
$412K -$1.75K -71 -0.4%
SS
157
Sunbelt Securities
Texas
$412K +$10.9K +440 +3%
FA
158
Faithward Advisors
Pennsylvania
$410K +$32.9K +1,332 +8%
PCIA
159
Prime Capital Investment Advisors
Kansas
$404K +$48.7K +1,970 +13%
MIM
160
Marshall Investment Management
Colorado
$404K +$41.6K +1,683 +11%
IWN
161
Independent Wealth Network
Iowa
$401K +$88.3K +3,574 +27%
GIA
162
Gladstone Institutional Advisory
Florida
$400K -$406K -16,442 -49%
TWM
163
TCFG Wealth Management
California
$397K +$4.94K +200 +1%
TCWM
164
Total Clarity Wealth Management
Illinois
$395K
USCWA
165
U.S. Capital Wealth Advisors
Texas
$392K +$62.4K +2,525 +18%
CFCI
166
Comprehensive Financial Consultants Institutional
Indiana
$378K
GVAG
167
Great Valley Advisor Group
Delaware
$373K -$1.46K -59 -0.4%
AI
168
Atria Investments
North Carolina
$368K +$26K +1,053 +7%
AWM
169
Apollon Wealth Management
South Carolina
$362K +$27.8K +1,127 +8%
AWA
170
Acorn Wealth Advisors
Michigan
$358K +$1.75K +71 +0.5%
AWM
171
AE Wealth Management
Kansas
$354K -$50.7K -2,051 -12%
CWP
172
Core Wealth Partners
California
$342K +$357K +14,436 New
SMC
173
Smith, Moore & Co
Missouri
$338K +$4.67K +189 +1%
CAIM
174
Catherine Avery Investment Management
Florida
$318K +$331K +13,404 New
WCFA
175
Walkner Condon Financial Advisors
Wisconsin
$315K -$48.2K -1,950 -13%

RDVI Hedge Fund Activity: Q1 2025 in Review

229 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q1 2025, worth a combined $1.02B — up 10% from $929M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RDVI positions and 19 closed out — a net gain of 11 holders — while 134 added to existing stakes and 50 trimmed.

The largest buyer was LPL Financial, adding an estimated $22.5M. The largest seller was Arax Advisory Partners, cutting an estimated $12.7M.

  • 229 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q1 2025, up from 225 in Q4 2024.
  • Funds reported $1.02B of FT Vest Rising Dividend Achievers Target Income ETF stock for Q1 2025, up 10% quarter-over-quarter.
  • 30 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q1 2025 and 19 closed out, a net change of +11 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q1 2025 was LPL Financial, an estimated $22.5M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q1 2025 was Arax Advisory Partners, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2025.