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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

Overview Fund Activity

237 hedge funds and large institutions have $1.16B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+13
Holders Change %
+5.8%
% of All Funds
3.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
38
Increased
129
Reduced
52
Closed
20
Calls
$749K
Puts
–
Net Calls
+$749K
Net Calls Change
+$749K

Top Buyers

1
LPL Financial
LPL Financial
California
+$22.6M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$21.2M
3
Stifel Financial
Stifel Financial
Missouri
+$16.6M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$13.5M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$12.6M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$28.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.8M
3
LIA
Luken Investment Analytics
Tennessee
-$4.75M
4
P
&Partners
Tennessee
-$4.33M
5
MFG
Midwest Financial Group
Kansas
-$3.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
176
Total Clarity Wealth Management
Illinois
$403K – – –
ASN
177
Advisory Services Network
Georgia
$401K +$96.6K +3,909 +32%
CFCI
178
Comprehensive Financial Consultants Institutional
Indiana
$394K – – –
AWM
179
Apollon Wealth Management
South Carolina
$377K – – –
AWA
180
Acorn Wealth Advisors
Michigan
$375K +$1.73K +70 +0.5%
DWM
181
Darwin Wealth Management
Florida
$366K +$97.8K +3,956 +36%
SMC
182
Smith, Moore & Co
Missouri
$351K -$1.46K -59 -0.4%
LFAS
183
Level Four Advisory Services
Texas
$351K +$34.7K +1,406 +11%
AI
184
Atria Investments
North Carolina
$346K -$37.6K -1,522 -10%
BRWA
185
B. Riley Wealth Advisors
Florida
$346K +$346K +13,986 New
GIA
186
Gladstone Institutional Advisory
Florida
$341K -$76.5K -3,094 -18%
LMKC
187
L.M. Kohn & Company
Ohio
$334K +$334K +13,520 New
EPW
188
Endeavor Private Wealth
Kansas
$321K +$321K +12,995 New
WSFS
189
Wilmington Savings Fund Society
Delaware
$320K +$75.8K +3,069 +31%
Morgan Stanley
190
Morgan Stanley
New York
$314K +$2.72K +110 +0.9%
AWM
191
Accel Wealth Management
Iowa
$305K +$13.4K +541 +5%
ATS
192
Ashton Thomas Securities
New York
$302K +$74.1K +3,000 +33%
HAS
193
HBW Advisory Services
California
$297K – – –
TAP
194
Tounjian Advisory Partners
Florida
$277K – – –
NS
195
NBC Securities
Alabama
$268K +$1.97K +80 +0.7%
TA
196
TFB Advisors
Kansas
$265K +$265K +10,732 New
CCFM
197
Clear Creek Financial Management
Washington
$260K +$47.2K +1,910 +22%
IP
198
Ignite Planners
California
$252K +$25K +1,007 +11%
HAM
199
Hickory Asset Management
Ohio
$241K -$11.7K -472 -5%
WCFA
200
Walkner Condon Financial Advisors
Wisconsin
$241K -$87.7K -3,550 -27%
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