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FT Vest Rising Dividend Achievers Target Income ETF

225 hedge funds and large institutions have $929M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 8

263% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 35

21% more capital invested

Capital invested by funds: $769M → $929M (+$160M)

18% more funds holding

Funds holding: 191225 (+34)

2.67% more ownership

Funds ownership: 56.82%59.5% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
225
Holders Change
+34
Holders Change %
+17.8%
% of All Funds
2.96%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
46
Increased
127
Reduced
35
Closed
8
Calls
$34K
Puts
Net Calls
+$34K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Accel Wealth Management
Iowa
$268K +$279K +11,076 New
DFA
177
DHJJ Financial Advisors
Illinois
$268K -$40.5K -1,609 -13%
KDA
178
Kraft Davis & Associates
Missouri
$268K
LFAS
179
Level Four Advisory Services
Texas
$266K +$47.8K +1,900 +21%
DWM
180
Darwin Wealth Management
Florida
$263K +$47K +1,868 +21%
CCM
181
Chilton Capital Management
Texas
$261K +$189K +7,530 +231%
HAM
182
Hickory Asset Management
Ohio
$255K +$265K +10,526 New
Morgan Stanley
183
Morgan Stanley
New York
$242K +$58.8K +2,338 +31%
TCM
184
Triumph Capital Management
Colorado
$238K -$249K -9,895 -50%
AA
185
AlphaMark Advisors
Kentucky
$236K
BCM
186
Brookstone Capital Management
Illinois
$231K +$240K +9,530 New
NAS
187
NWF Advisory Services
California
$231K +$240K +9,527 New
CFGS
188
Concourse Financial Group Securities
Alabama
$229K -$158K -6,262 -41%
IP
189
Ignite Planners
California
$224K
ATS
190
Ashton Thomas Securities
New York
$224K
HAS
191
HBW Advisory Services
California
$223K -$81.8K -3,250 -26%
SWP
192
Stratos Wealth Partners
Ohio
$205K +$213K +8,446 New
IW
193
IronOak Wealth
Texas
$204K +$211K +8,401 New
SIM
194
Synergy Investment Management
Florida
$175K +$182K +7,220 New
ACA
195
Aptus Capital Advisors
Alabama
$170K
GWANC
196
Guardian Wealth Advisors (North Carolina)
North Carolina
$170K
T
197
Tidemark
California
$153K +$159K +6,329 New
RIL
198
Rothschild Investment LLC
Illinois
$146K -$17K -675 -10%
PS
199
Principal Securities
Iowa
$131K -$1.53K -61 -1%
Comerica Bank
200
Comerica Bank
Texas
$116K +$27.6K +1,095 +30%

RDVI Hedge Fund Activity: Q4 2024 in Review

225 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q4 2024, worth a combined $929M — up 21% from $769M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new RDVI positions and 8 closed out — a net gain of 38 holders — while 127 added to existing stakes and 35 trimmed.

The largest buyer was Arax Advisory Partners, adding an estimated $26M. The largest seller was Osaic Holdings, cutting an estimated $8.27M.

  • 225 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q4 2024, up from 191 in Q3 2024.
  • Funds reported $929M of FT Vest Rising Dividend Achievers Target Income ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 46 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q4 2024 and 8 closed out, a net change of +38 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q4 2024 was Arax Advisory Partners, an estimated $26M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q4 2024 was Osaic Holdings, an estimated $8.27M sold.

Based on aggregated 13F filings for Q4 2024.