We are live on ! Find out more
RDVI icon

FT Vest Rising Dividend Achievers Target Income ETF
RDVI

225 hedge funds and large institutions have $929M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 8

263% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 35

21% more capital invested

Capital invested by funds: $769M → $929M (+$160M)

18% more funds holding

Funds holding: 191 → 225 (+34)

2.67% more ownership

Funds ownership: 56.82% → 59.5% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
225
Holders Change
+34
Holders Change %
+17.8%
% of All Funds
2.96%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
46
Increased
127
Reduced
35
Closed
8
Calls
$34K
Puts
–
Net Calls
+$34K
Net Calls Change
+$34K

Top Buyers

1
AAP
Arax Advisory Partners
Colorado
+$26M
2
Wells Fargo
Wells Fargo
California
+$21.8M
3
LPL Financial
LPL Financial
California
+$16.6M
4
IAA
Independent Advisor Alliance
North Carolina
+$10.1M
5
PA
Pinnacle Associates
New York
+$9.89M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$8.27M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.68M
3
FEG
Financial Enhancement Group
Indiana
-$2.01M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.65M
5
MAM
Milestone Asset Management
Pennsylvania
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$145M +$16.6M +657,819 +12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$40.5M -$2.68M -106,463 -6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$39.8M +$3.86M +153,572 +10%
Raymond James Financial
4
Raymond James Financial
Florida
$39.3M +$40.8M +1,619,755 New
Wells Fargo
5
Wells Fargo
California
$38.7M +$21.8M +864,926 +118%
Stifel Financial
6
Stifel Financial
Missouri
$35.4M +$3.78M +150,171 +11%
Truist Financial
7
Truist Financial
North Carolina
$33.4M +$2.4M +95,361 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$28.7M +$856K +34,001 +3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$28.4M +$3.19M +126,726 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$26.9M -$8.27M -328,672 -23%
SWC
11
Spectrum Wealth Counsel
Indiana
$25.5M -$90.7K -3,606 -0.3%
AAP
12
Arax Advisory Partners
Colorado
$25.2M +$26M +1,031,326 +15,567%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$19.6M +$1.35M +53,534 +7%
SHFP
14
Second Half Financial Partners
Florida
$17.8M +$8.74M +347,438 +90%
PNC
15
Park National Corp
Ohio
$16.7M +$752K +29,882 +5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$15.8M +$2.5M +99,215 +18%
PA
17
Pinnacle Associates
New York
$15.2M +$9.89M +393,118 +168%
KAS
18
Kestra Advisory Services
Texas
$14M +$5.61M +222,770 +63%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$12.9M +$2.91M +115,477 +28%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$12.3M +$4.46M +177,036 +54%
HI
21
Harbour Investments
Wisconsin
$11.2M +$1.38M +54,982 +13%
PFS
22
Prospera Financial Services
Texas
$10.7M +$1.3M +51,779 +13%
IAA
23
Independent Advisor Alliance
North Carolina
$9.77M +$10.1M +403,123 New
EWM
24
Echo Wealth Management
Minnesota
$9.66M +$11.1K +441 +0.1%
LIA
25
Luken Investment Analytics
Tennessee
$9.27M -$13.2K -523 -0.1%
1
2 3 4 5

RDVI Hedge Fund Activity: Q4 2024 in Review

225 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q4 2024, worth a combined $929M — up 21% from $769M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new RDVI positions and 8 closed out — a net gain of 38 holders — while 127 added to existing stakes and 35 trimmed.

The largest buyer was Arax Advisory Partners, adding an estimated $26M. The largest seller was Osaic Holdings, cutting an estimated $8.27M.

  • 225 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q4 2024, up from 191 in Q3 2024.
  • Funds reported $929M of FT Vest Rising Dividend Achievers Target Income ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 46 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q4 2024 and 8 closed out, a net change of +38 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q4 2024 was Arax Advisory Partners, an estimated $26M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q4 2024 was Osaic Holdings, an estimated $8.27M sold.

Based on aggregated 13F filings for Q4 2024.