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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
LPL Financial
1
LPL Financial
California
$193M +$21.5M +915,735 +13%
Raymond James Financial
2
Raymond James Financial
Florida
$64M +$9.59M +407,656 +19%
Wells Fargo
3
Wells Fargo
California
$58.6M +$6.63M +282,035 +14%
Stifel Financial
4
Stifel Financial
Missouri
$53M +$15.8M +670,345 +46%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$45.7M +$4.15M +176,318 +11%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$45.1M +$2.98M +126,739 +7%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$37.6M +$3.75M +159,276 +12%
Osaic Holdings
8
Osaic Holdings
Arizona
$29.8M +$811K +34,486 +3%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$25.2M +$2.25M +95,466 +10%
APWA
10
Atlas Private Wealth Advisors
New Jersey
$22.3M +$8.72M +370,852 +70%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$21.2M +$20.2M +857,825 New
PA
12
Pinnacle Associates
New York
$19.1M +$959K +40,772 +6%
PNC
13
Park National Corp
Ohio
$17.7M +$420K +17,860 +3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$17M +$373K +15,846 +2%
AAP
15
Arax Advisory Partners
Colorado
$16.9M +$3.79M +161,000 +31%
PFS
16
Prospera Financial Services
Texas
$16.9M +$2.41M +102,624 +18%
KAS
17
Kestra Advisory Services
Texas
$15.9M +$4.13M +175,438 +37%
SHFP
18
Second Half Financial Partners
Florida
$15.7M +$324K +13,759 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$15.2M -$24.5M -1,042,885 -63%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$14.8M +$888K +37,739 +7%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$14.2M +$1.69M +72,016 +14%
HI
22
Harbour Investments
Wisconsin
$14M +$1.24M +52,815 +10%
PCIA
23
Prime Capital Investment Advisors
Kansas
$14M +$12.9M +547,567 +3,213%
AWC
24
Adamsbrown Wealth Consultants
Kansas
$13.4M +$1.69M +72,065 +15%
VA
25
VestGen Advisors
Illinois
$13.2M +$1.11M +47,316 +10%

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.