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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

316 hedge funds and large institutions have $1.89B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 92 increasing their positions, 145 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $2.08B → $1.89B (-$197M)

37% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 145

Holders
316
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
301
Thurston Springer Miller Herd & Titak
Indiana
$6.57K
DCM
302
Davis Capital Management
Florida
$6.49K
SAM
303
Smartleaf Asset Management
Massachusetts
$5.14K
IW
304
Imprint Wealth
South Carolina
$4.77K
RF
305
Rossby Financial
Florida
$4.77K
EWM
306
Evolution Wealth Management
Florida
$3.73K
BCWM
307
Bartlett & Co Wealth Management
Ohio
$3.59K
HWP
308
Highline Wealth Partners
California
$2.95K
Jones Financial Companies
309
Jones Financial Companies
Missouri
$2.9K
WWA
310
Wealth Watch Advisors
Colorado
$2.46K
PGAM
311
Princeton Global Asset Management
New Jersey
$2.21K
MI
312
Motiv8 Investments
Florida
$1.92K
JP Morgan Chase
313
JP Morgan Chase
New York
$1.33K
SAS
314
Spurstone Advisory Services
Connecticut
$197
AssetMark Inc
315
AssetMark Inc
California
$197
BCMIO
316
Beacon Capital Management Inc (Ohio)
Ohio
$11
RCM
317
Raleigh Capital Management
North Carolina
$4
PAS
318
Park Avenue Securities
New York
RIS
319
Richmond Investment Services
Wisconsin
WFA
320
WMG Financial Advisors
Tennessee
PWP
321
Pursue Wealth Partners
California
SWP
322
Summit Wealth Partners
Florida
LI
323
LRI Investments
Florida
Cerity Partners
324
Cerity Partners
New York
NWMG
325
National Wealth Management Group
Ohio