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FT Vest Rising Dividend Achievers Target Income ETF

245 hedge funds and large institutions have $1.17B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 54

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $1.02B → $1.17B (+$151M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more funds holding

Funds holding: 229245 (+16)

1.19% more ownership

Funds ownership: 57.07%58.26% (+1.2%)

Holders
245
Holders Change
+16
Holders Change %
+6.99%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
39
Increased
133
Reduced
54
Closed
20
Calls
$749K
Puts
Net Calls
+$749K
Net Calls Change
+$749K
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
176
TCFG Wealth Management
California
$413K
SS
177
Sunbelt Securities
Texas
$413K -$7.74K -329 -2%
USCWA
178
U.S. Capital Wealth Advisors
Texas
$408K -$588 -25 -0.2%
TCWM
179
Total Clarity Wealth Management
Illinois
$403K
ASN
180
Advisory Services Network
Georgia
$401K +$91.9K +3,909 +32%
CFCI
181
Comprehensive Financial Consultants Institutional
Indiana
$394K
AWM
182
Apollon Wealth Management
South Carolina
$377K
AWA
183
Acorn Wealth Advisors
Michigan
$375K +$1.65K +70 +0.5%
DWM
184
Darwin Wealth Management
Florida
$366K +$93K +3,956 +36%
SMC
185
Smith, Moore & Co
Missouri
$351K -$1.39K -59 -0.4%
LFAS
186
Level Four Advisory Services
Texas
$351K +$33.1K +1,406 +11%
AI
187
Atria Investments
North Carolina
$346K -$35.8K -1,522 -10%
BRWA
188
B. Riley Wealth Advisors
Florida
$346K +$329K +13,986 New
GIA
189
Gladstone Institutional Advisory
Florida
$341K -$72.8K -3,094 -18%
LMKC
190
L.M. Kohn & Company
Ohio
$334K +$318K +13,520 New
EPW
191
Endeavor Private Wealth
Kansas
$321K +$306K +12,995 New
WSFS
192
Wilmington Savings Fund Society
Delaware
$320K +$72.2K +3,069 +31%
Morgan Stanley
193
Morgan Stanley
New York
$314K +$2.59K +110 +0.9%
AWM
194
Accel Wealth Management
Iowa
$305K +$12.7K +541 +5%
ATS
195
Ashton Thomas Securities
New York
$302K +$70.6K +3,000 +33%
PVI
196
Pine Valley Investments
New Jersey
$300K +$22K +935 +8%
HAS
197
HBW Advisory Services
California
$297K
TAP
198
Tounjian Advisory Partners
Florida
$277K
NS
199
NBC Securities
Alabama
$268K +$1.88K +80 +0.7%
TA
200
TFB Advisors
Kansas
$265K +$252K +10,732 New

RDVI Hedge Fund Activity: Q2 2025 in Review

245 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q2 2025, worth a combined $1.17B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new RDVI positions and 20 closed out — a net gain of 19 holders — while 133 added to existing stakes and 54 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.5M. The largest seller was Truist Financial, cutting an estimated $27M.

  • 245 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q2 2025, up from 229 in Q1 2025.
  • Funds reported $1.17B of FT Vest Rising Dividend Achievers Target Income ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 39 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q2 2025 and 20 closed out, a net change of +19 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q2 2025 was LPL Financial, an estimated $21.5M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q2 2025 was Truist Financial, an estimated $27M sold.

Based on aggregated 13F filings for Q2 2025.