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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

Overview Fund Activity

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.

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
1
Osaic Holdings
Arizona
$10.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.14M
3
Truist Financial
3
Truist Financial
North Carolina
$2.08M
4
FEG
4
Financial Enhancement Group
Indiana
$2.01M
5
SWA
5
Stratos Wealth Advisors
Ohio
$1.57M

Top Sellers

1
Wolverine Trading
1
Wolverine Trading
Illinois
$0
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$201K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$10.6M 492,579 +365,148 +287%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.14M 192,898 +192,898 New
EWM
3
Echo Wealth Management
Minnesota
$3.93M 183,167 +14,932 +9%
Truist Financial
4
Truist Financial
North Carolina
$2.08M 100,933 +100,933 New
FEG
5
Financial Enhancement Group
Indiana
$2.01M 97,969 +97,969 New
SWA
6
Stratos Wealth Advisors
Ohio
$1.57M 73,164 +73,164 New
PWS
7
Precision Wealth Strategies
Missouri
$1.5M 69,903 +69,903 New
HighTower Advisors
8
HighTower Advisors
Illinois
$1.42M 66,278 +66,278 New
GSIAS
9
Garden State Investment Advisory Services
New Jersey
$1.23M 57,470 +26,370 +85%
BWM
10
BlackDiamond Wealth Management
New York
$1.16M 55,305 +55,305 New
KWM
11
Kingsview Wealth Management
Oregon
$1.08M 50,157 +50,157 New
IWC
12
Integrated Wealth Concepts
Massachusetts
$853K 39,749 +25,357 +176%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$845K 39,339 +15,504 +65%
BRWA
14
B. Riley Wealth Advisors
Florida
$807K 37,572 +10,602 +39%
CA
15
Cetera Advisors
Colorado
$762K 35,512 +14,673 +70%
NA
16
NewEdge Advisors
Louisiana
$706K 34,821 +34,821 New
SI
17
Stephens Inc
Arkansas
$692K 32,225 +32,225 New
CAN
18
Cetera Advisor Networks
California
$607K 28,262 +28,262 New
PA
19
Pinnacle Associates
New York
$545K 25,400 +25,400 New
SPC
20
Sigma Planning Corp
Michigan
$494K 23,013 +2,040 +10%
IA
21
Insight Advisors
Pennsylvania
$409K 19,042 +19,042 New
KPWS
22
Kestra Private Wealth Services
Texas
$397K 18,469 +18,469 New
RMAM
23
Raab & Moskowitz Asset Management
New Jersey
$344K 16,000 +3,000 +23%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$314K 14,605 +14,605 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$311K 14,499 +14,499 New
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