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FT Vest Rising Dividend Achievers Target Income ETF

245 hedge funds and large institutions have $1.17B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 54

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $1.02B → $1.17B (+$151M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more funds holding

Funds holding: 229245 (+16)

1.19% more ownership

Funds ownership: 57.07%58.26% (+1.2%)

Holders
245
Holders Change
+16
Holders Change %
+6.99%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
39
Increased
133
Reduced
54
Closed
20
Calls
$749K
Puts
Net Calls
+$749K
Net Calls Change
+$749K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
151
Asset Allocation Strategies
Michigan
$649K +$617K +26,251 New
IAN
152
Integrated Advisors Network
Texas
$643K +$612K +26,019 New
CWP
153
Core Wealth Partners
California
$624K +$255K +10,822 +75%
NLP
154
Next Level Private
New York
$620K -$64.4K -2,740 -10%
WFA
155
WMG Financial Advisors
Tennessee
$620K +$590K +25,097 New
QFW
156
QTR Family Wealth
Florida
$603K +$27.2K +1,157 +5%
PTC
157
Private Trust Company
Ohio
$594K -$17.6K -750 -3%
DWP
158
Daymark Wealth Partners
Ohio
$552K +$315K +13,392 +150%
WA
159
Waverly Advisors
Alabama
$550K +$6.96K +296 +1%
MOS
160
MGO One Seven
Ohio
$548K +$706 +30 +0.1%
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$514K +$489K +20,782 New
RMAM
162
Raab & Moskowitz Asset Management
New Jersey
$507K
MSFS
163
Main Street Financial Solutions
Pennsylvania
$501K +$988 +42 +0.2%
AWM
164
AE Wealth Management
Kansas
$491K +$116K +4,922 +33%
TA
165
TKG Advisors
Indiana
$484K +$44.5K +1,894 +11%
BWA
166
BlueChip Wealth Advisors
Georgia
$477K
NG
167
Novem Group
New York
$452K -$79.6K -3,383 -16%
GVAG
168
Great Valley Advisor Group
Delaware
$448K +$56.8K +2,415 +15%
FA
169
Faithward Advisors
Pennsylvania
$441K +$13.5K +576 +3%
MC
170
Moors & Cabot
Massachusetts
$439K +$9.27K +394 +2%
IWN
171
Independent Wealth Network
Iowa
$426K +$8K +340 +2%
Jane Street
172
Jane Street
New York
$424K -$2.2M -93,644 -85%
IA
173
IFG Advisory
Georgia
$424K +$403K +17,146 New
FIA
174
Foundations Investment Advisors
Arizona
$422K -$1.07M -45,418 -73%
FHC
175
First Heartland Consultants
Missouri
$414K -$24.8K -1,055 -6%

RDVI Hedge Fund Activity: Q2 2025 in Review

245 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q2 2025, worth a combined $1.17B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new RDVI positions and 20 closed out — a net gain of 19 holders — while 133 added to existing stakes and 54 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.5M. The largest seller was Truist Financial, cutting an estimated $27M.

  • 245 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q2 2025, up from 229 in Q1 2025.
  • Funds reported $1.17B of FT Vest Rising Dividend Achievers Target Income ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 39 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q2 2025 and 20 closed out, a net change of +19 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q2 2025 was LPL Financial, an estimated $21.5M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q2 2025 was Truist Financial, an estimated $27M sold.

Based on aggregated 13F filings for Q2 2025.