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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
CCFM
201
Clear Creek Financial Management
Washington
$260K +$44.9K +1,910 +22%
IP
202
Ignite Planners
California
$252K +$23.7K +1,007 +11%
HAM
203
Hickory Asset Management
Ohio
$241K -$11.1K -472 -5%
WCFA
204
Walkner Condon Financial Advisors
Wisconsin
$241K -$83.5K -3,550 -27%
CCIA
205
Cherry Creek Investment Advisors
Colorado
$239K -$682 -29 -0.3%
EWA
206
EP Wealth Advisors
California
$238K +$227K +9,650 New
BEI
207
Benjamin Edwards Inc
Missouri
$238K +$226K +9,620 New
Comerica Bank
208
Comerica Bank
Texas
$237K +$116K +4,946 +106%
CAIM
209
Catherine Avery Investment Management
Florida
$230K -$96K -4,080 -30%
CAM
210
Cresset Asset Management
Illinois
$227K +$216K +9,198 New
FAM
211
Formidable Asset Management
Ohio
$225K
CWM
212
Cornerstone Wealth Management
Missouri
$221K +$210K +8,933 New
BIG
213
Brookwood Investment Group
Arizona
$218K +$823 +35 +0.4%
M1FG
214
Mach-1 Financial Group
Arkansas
$217K +$207K +8,793 New
PFS
215
Prospect Financial Services
New York
$212K +$202K +8,578 New
NFA
216
Northwest Financial Advisors
Virginia
$210K +$200K +8,516 New
NAS
217
NWF Advisory Services
California
$210K +$200K +8,500 New
DFA
218
DHJJ Financial Advisors
Illinois
$210K -$37.2K -1,580 -16%
VWA
219
Visionary Wealth Advisors
Illinois
$210K +$199K +8,480 New
KDA
220
Kraft Davis & Associates
Missouri
$209K +$197K +8,361 New
BCA
221
Bay Colony Advisors
Massachusetts
$204K +$194K +8,263 New
NWMG
222
National Wealth Management Group
Ohio
$204K +$194K +8,251 New
ACA
223
Aptus Capital Advisors
Alabama
$173K
GWANC
224
Guardian Wealth Advisors (North Carolina)
North Carolina
$173K
OP
225
ORG Partners
Indiana
$125K -$70.6K -3,000 -38%

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.