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FT Vest Rising Dividend Achievers Target Income ETF

249 hedge funds and large institutions have $1.36B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 149 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 56

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

16% more capital invested

Capital invested by funds: $1.17B → $1.36B (+$185M)

2% more funds holding

Funds holding: 245249 (+4)

0.35% less ownership

Funds ownership: 58.26%57.91% (-0.35%)

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
3.27%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
26
Increased
149
Reduced
56
Closed
14
Calls
$259K
Puts
Net Calls
+$259K
Net Calls Change
-$490K
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
201
Kingswood Wealth Advisors
California
$286K +$279K +11,074 New
NS
202
NBC Securities
Alabama
$282K +$782 +31 +0.3%
TA
203
TFB Advisors
Kansas
$275K
Envestnet Portfolio Solutions
204
Envestnet Portfolio Solutions
Illinois
$266K +$259K +10,272 New
JWBC
205
John W. Brooker & Co
California
$265K +$259K +10,265 New
CWP
206
Cyndeo Wealth Partners
Florida
$265K +$259K +10,260 New
RDFA
207
Ritter Daniher Financial Advisory
Ohio
$250K +$244K +9,654 New
BEI
208
Benjamin Edwards Inc
Missouri
$249K +$252 +10 +0.1%
WIA
209
World Investment Advisors
California
$248K +$243K +9,613 New
Comerica Bank
210
Comerica Bank
Texas
$245K -$2.98K -118 -1%
BIG
211
Brookwood Investment Group
Arizona
$245K +$16.8K +665 +8%
CWM
212
Cornerstone Wealth Management
Missouri
$243K +$11.7K +462 +5%
CAIM
213
Catherine Avery Investment Management
Florida
$241K
BCA
214
Bay Colony Advisors
Massachusetts
$217K +$2.83K +112 +1%
PWS
215
Proactive Wealth Strategies
Georgia
$209K +$204K +8,099 New
NWMG
216
National Wealth Management Group
Ohio
$206K -$7.22K -286 -3%
PA
217
PFG Advisors
Arizona
$206K +$201K +7,955 New
DFA
218
DHJJ Financial Advisors
Illinois
$205K -$14K -554 -7%
JIP
219
Jaffetilchin Investment Partners
Florida
$204K +$199K +7,886 New
KDA
220
Kraft Davis & Associates
Missouri
$204K -$13.7K -544 -7%
ACA
221
Aptus Capital Advisors
Alabama
$181K
HBW
222
Hazlett, Burt & Watson
West Virginia
$148K +$71.9K +2,850 +99%
BC
223
Barrett & Company
Rhode Island
$145K +$18.9K +750 +15%
OP
224
ORG Partners
Indiana
$129K
RIL
225
Rothschild Investment LLC
Illinois
$121K

RDVI Hedge Fund Activity: Q3 2025 in Review

249 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q3 2025, worth a combined $1.36B — up 16% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RDVI positions and 14 closed out — a net gain of 12 holders — while 149 added to existing stakes and 56 trimmed.

The largest buyer was LPL Financial, adding an estimated $37.1M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $16.9M sold.

  • 249 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q3 2025, up from 245 in Q2 2025.
  • Funds reported $1.36B of FT Vest Rising Dividend Achievers Target Income ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 26 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q3 2025 and 14 closed out, a net change of +12 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q3 2025 was LPL Financial, an estimated $37.1M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2025.