We are live on ! Find out more
RDVI icon

FT Vest Rising Dividend Achievers Target Income ETF

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: 67 (+1)

10% more capital invested

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

2% more funds holding

Funds holding: 225229 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
201
Synergy Investment Management
Florida
$171K
ACA
202
Aptus Capital Advisors
Alabama
$166K
GWANC
203
Guardian Wealth Advisors (North Carolina)
North Carolina
$166K
PS
204
Principal Securities
Iowa
$131K
GWM
205
Geneos Wealth Management
Colorado
$122K +$73.4K +2,974 +138%
RIL
206
Rothschild Investment LLC
Illinois
$111K -$33.3K -1,350 -22%
Comerica Bank
207
Comerica Bank
Texas
$111K -$3.09K -125 -3%
FFA
208
Founders Financial Alliance
North Carolina
$107K +$98.8K +4,000 +800%
JP Morgan Chase
209
JP Morgan Chase
New York
$77.5K -$1.75M -70,841 -96%
SWM
210
Spire Wealth Management
Virginia
$63.5K +$66.1K +2,675 New
EWP
211
Elevation Wealth Partners
California
$48.7K
SWIM
212
Smallwood Wealth Investment Management
New Jersey
$47.4K +$49.4K +2,000 New
CAM
213
Creekmur Asset Management
Illinois
$44.5K +$1.01K +41 +2%
LFG
214
Larson Financial Group
Missouri
$43.2K +$494 +20 +1%
HBW
215
Hazlett, Burt & Watson
West Virginia
$43K +$44.3K +1,792 New
SS
216
SBI Securities
Japan
$41.7K +$34K +1,375 +361%
IWM
217
IMG Wealth Management
Florida
$40.7K +$13.5K +548 +47%
WWMSC
218
Wagner Wealth Management (South Carolina)
South Carolina
$40.6K +$4.74K +192 +13%
MWA
219
Medallion Wealth Advisors
Connecticut
$35.7K -$3.16K -128 -8%
CA
220
Clearstead Advisors
Ohio
$25K
GTAM
221
Global Trust Asset Management
Florida
$23.7K -$9.88K -400 -29%
Qube Research & Technologies (QRT)
222
Qube Research & Technologies (QRT)
United Kingdom
$19.9K +$20.7K +839 New
KA
223
Kozak & Associates
Colorado
$18.6K +$445 +18 +2%
FIM
224
FWL Investment Management
Texas
$13.9K +$14.5K +587 New
T
225
Transce3nd
Texas
$13.8K +$14.3K +581 New

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.