FT Vest Rising Dividend Achievers Target Income
RDVI • BATS
FT Vest Rising Dividend Achievers Target Income is an exchange-traded fund on BATS. As of Q3 2025, 244 institutional investors hold shares in this ETF, with total holdings valued at $1.4B. LPL Financial LLC is the largest holder with a position valued at $239.7M.
Overview
Overview of institutional ownership in RDVI as of Q3 2025
All Institutions
- Institutions
- 244
- Value Held
- $1.4B
- Shares Held
- 52.3M
- Avg Position
- $5.5M
- Median Position
- $1.1M
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $1.5M
- Shares Held
- 58.8K
- Avg Position
- $759.6K
- Median Position
- $759.6K
Biggest Investors
Institutions with the largest positions in RDVI as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $239.7M 0.07% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $77.6M 0.03% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $68.2M 0.01% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $57.4M 0.05% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $54.2M 0.06% of portfolio |
R ROYAL BANK OF CANADA Institution | $50.8M 0.01% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $50.1M 0.07% of portfolio |
A Advisor Group Holdings, Inc. Institution | $37.9M 0.05% of portfolio |
 Baird Financial Group, Inc. Private Equity | $24.9M 0.04% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $23.9M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for RDVI in Q3 2025
- Traded
- +$148.7M
- Buyers
- 172
- Sellers
- 70
- Total Bought
- +$196.3M
- Total Sold
- −$47.5M
- Avg Position
- $5.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$38.0M +1.5M shares |
 Merit Financial Group, LLC RIA/Wealth | +$16.7M +646.0K shares |
Cetera Investment Advisers RIA/Wealth | +$14.9M +576.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$10.7M +414.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$8.0M +309.9K shares |
A Advisor Group Holdings, Inc. Institution | +$7.0M +274.4K shares |
WELLS FARGO & COMPANY/MN Institution | +$6.9M +266.3K shares |
+$5.7M +221.3K shares | |
 Integrated Wealth Concepts LLC RIA/Wealth | +$5.3M +205.3K shares |
 Summit Financial, LLC RIA/Wealth | +$4.8M +187.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 SRS Capital Advisors, Inc. RIA/Wealth | −$16.9M −685.8K shares |
A Atlas Private Wealth Advisors RIA/Wealth | −$10.8M −418.7K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$2.7M −104.0K shares |
 Ergawealth Advisors, Inc. RIA/Wealth | −$1.8M −68.6K shares |
 BB&T CORP Institution | −$1.8M −68.1K shares |
Baird Financial Group, Inc. Private Equity | −$1.5M −57.5K shares |
 Kingsview Wealth Management, LLC RIA/Wealth | −$1.4M −52.7K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | −$917.6K −35.5K shares |
 Herold Advisors, Inc. RIA/Wealth | −$789.7K −32.0K shares |
O OLD MISSION CAPITAL LLC Institution | −$766.2K −31.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited RDVI in Q3 2025
- New Positions
- 19
- New Value
- $29.1M
- Exited Positions
- 14
- Exited Value
- $20.6M
New Positions
| Institution | Position Value |
|---|---|
Merit Financial Group, LLC RIA/Wealth | $16.7M 646.0K shares |
Summit Financial, LLC RIA/Wealth | $4.8M 187.6K shares |
 Meadow Creek Wealth Advisors LLC RIA/Wealth | $4.2M 168.0K shares |
 Forefront Wealth Partners, LLC RIA/Wealth | $636.9K 24.6K shares |
 COZAD ASSET MANAGEMENT INC RIA/Wealth | $337.1K 13.0K shares |
 WealthTrust Asset Management, LLC RIA/Wealth | $307.4K 11.9K shares |
 KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth | $286.3K 11.1K shares |
J John W. Brooker & Co., CPAs Institution | $265.4K 10.3K shares |
C Cyndeo Wealth Partners, LLC RIA/Wealth | $265.2K 10.3K shares |
$249.6K 9.7K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SRS Capital Advisors, Inc. RIA/Wealth | $16.9M 685.8K shares |
Herold Advisors, Inc. RIA/Wealth | $789.7K 32.0K shares |
O OLD MISSION CAPITAL LLC Institution | $766.2K 31.0K shares |
 ASHTON THOMAS SECURITIES, LLC RIA/Wealth | $302.1K 12.2K shares |
 TOUNJIAN ADVISORY PARTNERS, LLC Family Office | $276.7K 11.7K shares |
 Walkner Condon Financial Advisors LLC RIA/Wealth | $240.9K 9.8K shares |
C Cherry Creek Investment Advisors, Inc. RIA/Wealth | $239.0K 9.7K shares |
 Mach-1 Financial Group, Inc. RIA/Wealth | $217.3K 8.8K shares |
 Prospect Financial Services LLC RIA/Wealth | $212.0K 8.6K shares |
 NWF Advisory Services Inc. RIA/Wealth | $210.0K 8.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in RDVI as of Q3 2025
- Call Positions
- 2
- Call Value
- $258.5K
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $258.5K 100.0 contracts |
B Belvedere Trading LLC Institution | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with RDVI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Second Half Financial Partners, LLC RIA/Wealth | 7.76% $16.2M |
 Luken Investment Analytics, LLC RIA/Wealth | 6.40% $16.2M |
 Cooper Capital Advisors LLC RIA/Wealth | 6.07% $8.1M |
 Echo Wealth Management, LLC RIA/Wealth | 5.13% $8.8M |
 ADAMSBROWN WEALTH CONSULTANTS LLC RIA/Wealth | 4.24% $15.4M |
C Clarus Group, Inc. RIA/Wealth | 3.99% $11.5M |
 Argent Advisors, Inc. RIA/Wealth | 3.10% $10.5M |
A Atlas Private Wealth Advisors RIA/Wealth | 3.08% $12.5M |
Meadow Creek Wealth Advisors LLC RIA/Wealth | 2.82% $4.2M |
W Whipplewood Advisors, LLC RIA/Wealth | 2.18% $3.3M |
Hedge Fund Spotlight
Discover hedge funds investing in RDVI
Core Wealth Partners LLC
Hedge Fund • Long/Short
Portfolio ManagerAdam Senator Wiatrak
- Portfolio Value
- $217.4M
- Positions
- 177
- Last Reported
- Q3 2025
Sector Allocation
Position in FT Vest Rising Dividend Achievers Target Income
- Market Value
- $834.4K
- Shares Held
- 32.3K
- Portfolio Weight
- 0.38%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $16.5M | 7.57% | |
Industrial - Machinery Industrials | $14.6M | 6.70% | |
Software - Infrastructure Technology | $8.0M | 3.70% |
