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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

317 hedge funds and large institutions have $1.92B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 145 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 302317 (+15)

0.33% less ownership

Funds ownership: 56.52%56.18% (-0.33%)

8% less capital invested

Capital invested by funds: $2.08B → $1.92B (-$167M)

37% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 145

Holders
317
Holders Change
+15
Holders Change %
+4.97%
% of All Funds
3.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
49
Increased
92
Reduced
145
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
251
Robertson Stephens Wealth Management
California
$241K
CCG
252
Capital CS Group
California
$240K +$588 +12 +0.2%
DCA
253
DB&C Advisors
Michigan
$235K +$235K +4,789 New
VAS
254
Vestmark Advisory Solutions
Massachusetts
$235K +$234K +4,778 New
MYIA
255
Mount Yale Investment Advisors
Colorado
$235K +$234K +4,778 New
ACM
256
AlphaStar Capital Management
North Carolina
$234K +$234K +4,766 New
QCIG
257
Quad-Cities Investment Group
Iowa
$232K -$20.2K -413 -8%
CB
258
Chris Bulman
California
$231K +$231K +4,706 New
GA
259
GSG Advisors
New Jersey
$226K +$4.66K +95 +2%
PFG
260
Prosperity Financial Group
California
$224K -$39.9K -815 -15%
IFWM
261
Institute for Wealth Management
Colorado
$220K +$219K +4,473 New
OPOWM
262
One Plus One Wealth Management
Florida
$212K +$212K +4,322 New
RCWM
263
Red Crane Wealth Management
California
$211K -$46.2K -942 -18%
APP
264
Avantax Planning Partners
Iowa
$211K
CF
265
Claris Financial
Virginia
$207K +$207K +4,215 New
BEI
266
Benjamin Edwards Inc
Missouri
$207K +$206K +4,202 New
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
$204K +$199K +4,067 +5,021%
SWGC
268
Summit Wealth Group (Colorado)
Colorado
$203K +$203K +4,134 New
IF
269
Integrity Financial
Wyoming
$203K +$49 +1 +0%
IWN
270
Independent Wealth Network
Iowa
$202K +$201K +4,105 New
HBW
271
Hazlett, Burt & Watson
West Virginia
$179K +$52.5K +1,072 +42%
SWM
272
SHP Wealth Management
Massachusetts
$132K +$131K +2,678 New
PWPS
273
Pinnacle Wealth Planning Services
Ohio
$127K +$127K +2,589 New
MMCM
274
Murphy & Mullick Capital Management
New York
$118K -$9.61K -196 -8%
IWM
275
IMG Wealth Management
Florida
$98.5K +$5.05K +103 +5%