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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

294 hedge funds and large institutions have $2.06B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 124 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.1M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
26
SlateStone Wealth
Florida
$12.8M
SFS
27
Symphony Financial Services
Ohio
$10.9M
SPIA
28
Steward Partners Investment Advisory
New York
$10.6M
PWP
29
Prasad Wealth Partners
Ohio
$10.4M
P
30
&Partners
Tennessee
$10.3M
IWC
31
Integrated Wealth Concepts
Massachusetts
$10.3M
MWM
32
Modern Wealth Management
Kansas
$10.3M
CFP
33
Curran Financial Partners
South Carolina
$9.96M
PFS
34
Prospera Financial Services
Texas
$9.6M
APWA
35
Atlas Private Wealth Advisors
New Jersey
$9.43M
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$8.74M
NA
37
NewEdge Advisors
Louisiana
$8.49M
PAG
38
Private Advisor Group
New Jersey
$8.13M
HI
39
Harbour Investments
Wisconsin
$7.8M
AA
40
Argent Advisors
Louisiana
$6.69M
FLPIM
41
F.L. Putnam Investment Management
Massachusetts
$6.45M
FFA
42
Farther Finance Advisors
California
$6.29M
SF
43
Synovus Financial
Georgia
$6.14M
PAS
44
Park Avenue Securities
New York
$5.91M
HighTower Advisors
45
HighTower Advisors
Illinois
$5.5M
Baird Financial Group
46
Baird Financial Group
Wisconsin
$5.44M
DADC
47
D.A. Davidson & Co
Montana
$5.13M
SCA
48
Snowden Capital Advisors
New York
$5.1M
EA
49
Ergawealth Advisors
Illinois
$4.93M
PP
50
PFS Partners
New Jersey
$4.87M