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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
WSFS
201
Wilmington Savings Fund Society
Delaware
$114K -$1.18K -47 -1%
KIM
202
Kestra Investment Management
Texas
$61.1K +$63.5K +2,522 New
GWM
203
Geneos Wealth Management
Colorado
$52.1K +$54.1K +2,150 New
EWP
204
Elevation Wealth Partners
California
$49.8K +$51.7K +2,053 New
CAM
205
Creekmur Asset Management
Illinois
$44.5K +$981 +39 +2%
LFG
206
Larson Financial Group
Missouri
$43.7K +$503 +20 +1%
MWA
207
Medallion Wealth Advisors
Connecticut
$39.5K +$41K +1,628 New
WWMSC
208
Wagner Wealth Management (South Carolina)
South Carolina
$36.8K +$805 +32 +2%
GTAM
209
Global Trust Asset Management
Florida
$33.9K +$35.2K +1,400 New
IWM
210
IMG Wealth Management
Florida
$28.3K +$29.4K +1,167 New
CA
211
Clearstead Advisors
Ohio
$25.5K +$26.5K +1,053 New
FGC
212
Financial Gravity Companies
Texas
$24.2K
Bank of America
213
Bank of America
North Carolina
$24.2K +$25.2K +1,000 New
KA
214
Kozak & Associates
Colorado
$19.8K +$428 +17 +2%
LC
215
Luminist Capital
Michigan
$19.7K +$20.5K +814 New
PIS
216
POM Investment Strategies
North Carolina
$18.6K
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$15.2K
FFA
218
Founders Financial Alliance
North Carolina
$12.1K
RFG
219
REAP Financial Group
Texas
$9.54K +$9.91K +394 New
SS
220
SBI Securities
Japan
$9.23K +$9.59K +381 New
GSWM
221
Golden State Wealth Management
California
$3.31K +$3.42K +136 New
AF
222
Allworth Financial
California
$2.54K +$2.52K +100 New
Simplex Trading
223
Simplex Trading
Illinois
$1K +$1.89K +75 New
NS
224
NBC Securities
Alabama
$224 -$232K -9,206 -100%
Fidelity Investments
225
Fidelity Investments
Massachusetts
$24 +$25 +1 New

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.