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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

229 hedge funds and large institutions have $1.02B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 134 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 50

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

10% more capital invested

Capital invested by funds: $929M → $1.02B (+$94M)

2% more funds holding

Funds holding: 225 → 229 (+4)

2.42% less ownership

Funds ownership: 59.5% → 57.07% (-2.4%)

Holders
229
Holders Change
+4
Holders Change %
+1.78%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
30
Increased
134
Reduced
50
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$22.5M
2
Raymond James Financial
Raymond James Financial
Florida
+$13.9M
3
APWA
Atlas Private Wealth Advisors
New Jersey
+$12.4M
4
Wells Fargo
Wells Fargo
California
+$12.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$12.7M
2
IAA
Independent Advisor Alliance
North Carolina
-$9.77M
3
NFG
Nations Financial Group
Iowa
-$4.31M
4
WA
Whipplewood Advisors
Colorado
-$2.91M
5
SHFP
Second Half Financial Partners
Florida
-$2.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
176
Level Four Advisory Services
Texas
$303K +$44.2K +1,791 +16%
SWM
177
SeaCrest Wealth Management
New York
$299K – – –
NEWAS
178
N.E.W. Advisory Services
Wisconsin
$299K +$311K +12,610 New
Morgan Stanley
179
Morgan Stanley
New York
$298K +$64.2K +2,599 +26%
GT
180
Greenleaf Trust
Michigan
$297K – – –
ASN
181
Advisory Services Network
Georgia
$292K +$22.9K +929 +8%
HAS
182
HBW Advisory Services
California
$285K +$69.4K +2,810 +31%
SF
183
Synovus Financial
Georgia
$284K +$295K +11,955 New
FFA
184
Farther Finance Advisors
California
$282K -$1.05M -42,633 -78%
AWM
185
Accel Wealth Management
Iowa
$280K +$18.2K +735 +7%
TAP
186
Tounjian Advisory Partners
Florida
$277K +$288K +11,665 New
PVI
187
Pine Valley Investments
New Jersey
$266K +$277K +11,200 New
DWM
188
Darwin Wealth Management
Florida
$263K – – –
NS
189
NBC Securities
Alabama
$256K +$266K +10,785 +119,833%
HAM
190
Hickory Asset Management
Ohio
$243K -$7.04K -285 -3%
DFA
191
DHJJ Financial Advisors
Illinois
$239K -$24.8K -1,005 -9%
WSFS
192
Wilmington Savings Fund Society
Delaware
$235K +$129K +5,210 +111%
CCIA
193
Cherry Creek Investment Advisors
Colorado
$230K -$94.4K -3,822 -28%
FAM
194
Formidable Asset Management
Ohio
$225K +$234K +9,475 New
ATS
195
Ashton Thomas Securities
New York
$219K – – –
DWP
196
Daymark Wealth Partners
Ohio
$212K +$221K +8,948 New
IP
197
Ignite Planners
California
$210K – – –
BIG
198
Brookwood Investment Group
Arizona
$208K +$217K +8,778 New
CCFM
199
Clear Creek Financial Management
Washington
$204K +$213K +8,620 New
OP
200
ORG Partners
Indiana
$190K -$148K -6,000 -43%
6 7
8
9 10

RDVI Hedge Fund Activity: Q1 2025 in Review

229 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q1 2025, worth a combined $1.02B — up 10% from $929M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RDVI positions and 19 closed out — a net gain of 11 holders — while 134 added to existing stakes and 50 trimmed.

The largest buyer was LPL Financial, adding an estimated $22.5M. The largest seller was Arax Advisory Partners, cutting an estimated $12.7M.

  • 229 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q1 2025, up from 225 in Q4 2024.
  • Funds reported $1.02B of FT Vest Rising Dividend Achievers Target Income ETF stock for Q1 2025, up 10% quarter-over-quarter.
  • 30 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q1 2025 and 19 closed out, a net change of +11 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q1 2025 was LPL Financial, an estimated $22.5M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q1 2025 was Arax Advisory Partners, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2025.