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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

43 hedge funds and large institutions have $41.3M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,800% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 1

1,000% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 1

273% more capital invested

Capital invested by funds: $11.1M → $41.3M (+$30.2M)

187% more funds holding

Funds holding: 15 → 43 (+28)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

3.24% more ownership

Funds ownership: 63.71% → 66.95% (+3.2%)

Holders
43
Holders Change
+28
Holders Change %
+186.67%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
11
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$8.05M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.25M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.31M
4
Truist Financial
Truist Financial
North Carolina
+$2.22M
5
FEG
Financial Enhancement Group
Indiana
+$2.16M

Top Sellers

1
Wolverine Trading
Wolverine Trading
Illinois
-$202K
2
RPGK
Retirement Planning Group (Kansas)
Kansas
-$1.17K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$10.6M +$8.05M +365,148 +287%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.14M +$4.25M +192,898 New
EWM
3
Echo Wealth Management
Minnesota
$3.93M +$329K +14,932 +9%
Truist Financial
4
Truist Financial
North Carolina
$2.08M +$2.22M +100,933 New
FEG
5
Financial Enhancement Group
Indiana
$2.01M +$2.16M +97,969 New
SWA
6
Stratos Wealth Advisors
Ohio
$1.57M +$1.61M +73,164 New
PWS
7
Precision Wealth Strategies
Missouri
$1.5M +$1.54M +69,903 New
HighTower Advisors
8
HighTower Advisors
Illinois
$1.42M +$1.46M +66,278 New
GSIAS
9
Garden State Investment Advisory Services
New Jersey
$1.23M +$581K +26,370 +85%
BWM
10
BlackDiamond Wealth Management
New York
$1.16M +$1.22M +55,305 New
KWM
11
Kingsview Wealth Management
Oregon
$1.08M +$1.11M +50,157 New
IWC
12
Integrated Wealth Concepts
Massachusetts
$853K +$559K +25,357 +176%
JP Morgan Chase
13
JP Morgan Chase
New York
$845K +$342K +15,504 +65%
BRWA
14
B. Riley Wealth Advisors
Florida
$807K +$234K +10,602 +39%
CA
15
Cetera Advisors
Colorado
$762K +$323K +14,673 +70%
NA
16
NewEdge Advisors
Louisiana
$706K +$767K +34,821 New
SI
17
Stephens Inc
Arkansas
$692K +$710K +32,225 New
CAN
18
Cetera Advisor Networks
California
$607K +$623K +28,262 New
PA
19
Pinnacle Associates
New York
$545K +$560K +25,400 New
SPC
20
Sigma Planning Corp
Michigan
$494K +$45K +2,040 +10%
IA
21
Insight Advisors
Pennsylvania
$409K +$420K +19,042 New
KPWS
22
Kestra Private Wealth Services
Texas
$397K +$407K +18,469 New
RMAM
23
Raab & Moskowitz Asset Management
New Jersey
$344K +$66.1K +3,000 +23%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$314K +$322K +14,605 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$311K +$320K +14,499 New
1
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RDVI Hedge Fund Activity: Q1 2023 in Review

43 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q1 2023, worth a combined $41.3M — up 273% from $11.1M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RDVI positions and 1 closed out — a net gain of 28 holders — while 11 added to existing stakes and 1 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $8.05M. The largest seller was Wolverine Trading, exiting entirely with an estimated $202K sold.

  • 43 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q1 2023, up from 15 in Q4 2022.
  • Funds reported $41.3M of FT Vest Rising Dividend Achievers Target Income ETF stock for Q1 2023, up 273% quarter-over-quarter.
  • 29 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q1 2023 and 1 closed out, a net change of +28 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q1 2023 was Osaic Holdings, an estimated $8.05M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q1 2023 was Wolverine Trading, an estimated $202K sold.

Based on aggregated 13F filings for Q1 2023.