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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

191 hedge funds and large institutions have $769M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 4

236% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 33

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

25% more capital invested

Capital invested by funds: $616M → $769M (+$153M)

14% more funds holding

Funds holding: 167 → 191 (+24)

0.44% less ownership

Funds ownership: 57.27% → 56.82% (-0.44%)

Holders
191
Holders Change
+24
Holders Change %
+14.37%
% of All Funds
2.74%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
32
Increased
111
Reduced
33
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$18.9M
2
Wells Fargo
Wells Fargo
California
+$17.5M
3
LIA
Luken Investment Analytics
Tennessee
+$8.99M
4
RJA
Raymond James & Associates
Florida
+$7.98M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.32M

Top Sellers

1
PA
Pinnacle Associates
New York
-$7.34M
2
Jane Street
Jane Street
New York
-$4.31M
3
PFS
Prospera Financial Services
Texas
-$3M
4
Mariner
Mariner
Kansas
-$2.46M
5
VCM
Virtue Capital Management
Tennessee
-$966K
Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
176
Wilmington Savings Fund Society
Delaware
$117K +$113K +4,730 New
Comerica Bank
177
Comerica Bank
Texas
$91K +$48.1K +2,003 +118%
HGERS
178
Householder Group Estate & Retirement Specialist
Arizona
$84K +$1.25K +52 +2%
CCM
179
Chilton Capital Management
Texas
$80.2K +$78.1K +3,255 New
FFA
180
Farther Finance Advisors
California
$72.1K – – –
BTI
181
Blue Trust Inc
Georgia
$52.3K +$53.6K +2,235 New
CAM
182
Creekmur Asset Management
Illinois
$44.3K +$912 +38 +2%
LFG
183
Larson Financial Group
Missouri
$43.9K +$21.4K +893 +100%
WWMSC
184
Wagner Wealth Management (South Carolina)
South Carolina
$36.6K +$264 +11 +0.7%
FGC
185
Financial Gravity Companies
Texas
$24.6K +$24K +1,000 New
PTC
186
Private Trust Company
Ohio
$22.2K – – –
KA
187
Kozak & Associates
Colorado
$20K +$408 +17 +2%
PIS
188
POM Investment Strategies
North Carolina
$18.9K -$24 -1 -0.1%
PP
189
Pacifica Partners
Canada
$17.2K +$16.8K +700 New
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$15.8K +$15K +627 New
FFA
191
Founders Financial Alliance
North Carolina
$12.3K +$12K +500 New
VCM
192
Virtue Capital Management
Tennessee
– -$966K -39,893 Closed
SFC
193
Strategic Financial Concepts
Texas
– -$911 -22,411 Closed
IAIM
194
International Assets Investment Management
Florida
– -$253K -10,800 Closed
TWP
195
Triad Wealth Partners
Kansas
– -$145K -6,205 Closed
4 5 6 7
8

RDVI Hedge Fund Activity: Q3 2024 in Review

191 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q3 2024, worth a combined $769M — up 25% from $616M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new RDVI positions and 4 closed out — a net gain of 28 holders — while 111 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.9M. The largest seller was Pinnacle Associates, cutting an estimated $7.34M.

  • 191 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q3 2024, up from 167 in Q2 2024.
  • Funds reported $769M of FT Vest Rising Dividend Achievers Target Income ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 32 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q3 2024 and 4 closed out, a net change of +28 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q3 2024 was LPL Financial, an estimated $18.9M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q3 2024 was Pinnacle Associates, an estimated $7.34M sold.

Based on aggregated 13F filings for Q3 2024.