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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

Overview Fund Activity

237 hedge funds and large institutions have $1.16B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+13
Holders Change %
+5.8%
% of All Funds
3.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
38
Increased
129
Reduced
52
Closed
20
Calls
$749K
Puts
–
Net Calls
+$749K
Net Calls Change
+$749K

Top Buyers

1
LPL Financial
LPL Financial
California
+$22.6M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$21.2M
3
Stifel Financial
Stifel Financial
Missouri
+$16.6M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$13.5M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$12.6M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$28.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.8M
3
LIA
Luken Investment Analytics
Tennessee
-$4.75M
4
P
&Partners
Tennessee
-$4.33M
5
MFG
Midwest Financial Group
Kansas
-$3.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
NLP
151
Next Level Private
New York
$620K -$67.7K -2,740 -10%
WFA
152
WMG Financial Advisors
Tennessee
$620K +$620K +25,097 New
QFW
153
QTR Family Wealth
Florida
$603K +$28.6K +1,157 +5%
PTC
154
Private Trust Company
Ohio
$594K -$18.5K -750 -3%
DWP
155
Daymark Wealth Partners
Ohio
$552K +$331K +13,392 +150%
WA
156
Waverly Advisors
Alabama
$550K +$7.31K +296 +1%
MOS
157
MGO One Seven
Ohio
$548K +$741 +30 +0.1%
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$514K +$514K +20,782 New
RMAM
159
Raab & Moskowitz Asset Management
New Jersey
$507K – – –
MSFS
160
Main Street Financial Solutions
Pennsylvania
$501K +$1.04K +42 +0.2%
AWM
161
AE Wealth Management
Kansas
$491K +$122K +4,922 +33%
TA
162
TKG Advisors
Indiana
$484K +$46.8K +1,894 +11%
BWA
163
BlueChip Wealth Advisors
Georgia
$477K – – –
NG
164
Novem Group
New York
$452K -$83.6K -3,383 -16%
GVAG
165
Great Valley Advisor Group
Delaware
$448K +$59.6K +2,415 +15%
FA
166
Faithward Advisors
Pennsylvania
$441K +$14.2K +576 +3%
MC
167
Moors & Cabot
Massachusetts
$439K +$9.74K +394 +2%
IWN
168
Independent Wealth Network
Iowa
$426K +$8.4K +340 +2%
Jane Street
169
Jane Street
New York
$424K -$2.31M -93,644 -85%
IA
170
IFG Advisory
Georgia
$424K +$424K +17,146 New
FIA
171
Foundations Investment Advisors
Arizona
$422K -$1.12M -45,418 -73%
FHC
172
First Heartland Consultants
Missouri
$414K -$26.1K -1,055 -6%
TWM
173
TCFG Wealth Management
California
$413K – – –
SS
174
Sunbelt Securities
Texas
$413K -$7.98K -329 -2%
USCWA
175
U.S. Capital Wealth Advisors
Texas
$408K -$618 -25 -0.2%
5 6
7
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