We are live on ! Find out more
RDVI icon

FT Vest Rising Dividend Achievers Target Income ETF
RDVI

249 hedge funds and large institutions have $1.36B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 149 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 56

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

16% more capital invested

Capital invested by funds: $1.17B → $1.36B (+$185M)

2% more funds holding

Funds holding: 245 → 249 (+4)

0.35% less ownership

Funds ownership: 58.26% → 57.91% (-0.35%)

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
3.27%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
26
Increased
149
Reduced
56
Closed
14
Calls
$259K
Puts
–
Net Calls
+$259K
Net Calls Change
-$490K

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.1M
2
MFG
Merit Financial Group
Georgia
+$16.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.5M
4
Raymond James Financial
Raymond James Financial
Florida
+$10.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.82M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$16.9M
2
APWA
Atlas Private Wealth Advisors
New Jersey
-$10.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.62M
4
EA
Ergawealth Advisors
Illinois
-$1.73M
5
Truist Financial
Truist Financial
North Carolina
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
151
CreativeOne Wealth
Kansas
$629K -$321K -12,732 -34%
USCWA
152
U.S. Capital Wealth Advisors
Texas
$628K +$197K +7,800 +47%
QFW
153
QTR Family Wealth
Florida
$590K -$40K -1,586 -6%
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$588K +$49.6K +1,964 +9%
DWP
155
Daymark Wealth Partners
Ohio
$587K +$9.26K +367 +2%
MOS
156
MGO One Seven
Ohio
$553K -$19.3K -765 -3%
MSFS
157
Main Street Financial Solutions
Pennsylvania
$544K +$19.2K +760 +4%
AAS
158
Ameritas Advisory Services
Nebraska
$539K -$896K -35,497 -63%
TWM
159
TCFG Wealth Management
California
$539K +$104K +4,136 +25%
RMAM
160
Raab & Moskowitz Asset Management
New Jersey
$530K – – –
MIM
161
Marshall Investment Management
Colorado
$519K +$507K +20,090 New
DWM
162
Darwin Wealth Management
Florida
$519K +$132K +5,251 +35%
TA
163
TKG Advisors
Indiana
$504K -$1.87K -74 -0.4%
BWA
164
BlueChip Wealth Advisors
Georgia
$500K – – –
NG
165
Novem Group
New York
$468K -$5.32K -211 -1%
SMC
166
Smith, Moore & Co
Missouri
$467K +$97.6K +3,866 +27%
WA
167
Waverly Advisors
Alabama
$466K -$106K -4,216 -19%
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$465K -$2.62M -103,969 -85%
GVAG
169
Great Valley Advisor Group
Delaware
$463K -$5.8K -230 -1%
BRWA
170
B. Riley Wealth Advisors
Florida
$451K +$87.1K +3,453 +25%
MC
171
Moors & Cabot
Massachusetts
$447K -$12.1K -480 -3%
AWM
172
Apollon Wealth Management
South Carolina
$446K +$50.9K +2,016 +13%
FAM
173
Formidable Asset Management
Ohio
$444K +$214K +8,500 +90%
IA
174
IFG Advisory
Georgia
$443K – – –
ASN
175
Advisory Services Network
Georgia
$437K +$17.5K +694 +4%
5 6
7
8 9

RDVI Hedge Fund Activity: Q3 2025 in Review

249 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q3 2025, worth a combined $1.36B — up 16% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RDVI positions and 14 closed out — a net gain of 12 holders — while 149 added to existing stakes and 56 trimmed.

The largest buyer was LPL Financial, adding an estimated $37.1M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $16.9M sold.

  • 249 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q3 2025, up from 245 in Q2 2025.
  • Funds reported $1.36B of FT Vest Rising Dividend Achievers Target Income ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 26 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q3 2025 and 14 closed out, a net change of +12 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q3 2025 was LPL Financial, an estimated $37.1M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2025.