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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
DFA
301
DHJJ Financial Advisors
Illinois
$6.88K -$99.6K -2,033 -94%
TSMHT
302
Thurston Springer Miller Herd & Titak
Indiana
$6.57K +$147 +3 +2%
DCM
303
Davis Capital Management
Florida
$6.49K
SAM
304
Smartleaf Asset Management
Massachusetts
$5.14K +$5.1K +104 New
IW
305
Imprint Wealth
South Carolina
$4.77K
RF
306
Rossby Financial
Florida
$4.77K
EWM
307
Evolution Wealth Management
Florida
$3.73K
BCWM
308
Bartlett & Co Wealth Management
Ohio
$3.59K +$3.58K +73 New
HWP
309
Highline Wealth Partners
California
$2.95K +$2.94K +60 New
Jones Financial Companies
310
Jones Financial Companies
Missouri
$2.9K -$17.5K -357 -86%
WWA
311
Wealth Watch Advisors
Colorado
$2.46K -$424K -8,641 -99%
PGAM
312
Princeton Global Asset Management
New Jersey
$2.21K
MI
313
Motiv8 Investments
Florida
$1.92K +$86.5K +1,765 +5%
JP Morgan Chase
314
JP Morgan Chase
New York
$1.33K +$49 +1 +4%
SAS
315
Spurstone Advisory Services
Connecticut
$197
AssetMark Inc
316
AssetMark Inc
California
$197 +$196 +4 New
BCMIO
317
Beacon Capital Management Inc (Ohio)
Ohio
$11 +$49 +1 New
RCM
318
Raleigh Capital Management
North Carolina
$4 -$8.04K -164 Closed
PAS
319
Park Avenue Securities
New York
-$5.91M -119,892 Closed
RIS
320
Richmond Investment Services
Wisconsin
-$1.29M -26,162 Closed
WFA
321
WMG Financial Advisors
Tennessee
-$1.13M -22,964 Closed
PWP
322
Pursue Wealth Partners
California
-$783K -15,884 Closed
SWP
323
Summit Wealth Partners
Florida
-$774K -15,688 Closed
LI
324
LRI Investments
Florida
-$690K -14,000 Closed
Cerity Partners
325
Cerity Partners
New York
-$609K -12,346 Closed