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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

133 hedge funds and large institutions have $378M invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
2.13%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
62
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$3.9M +$581K +11,288 +18%
KWM
27
Kingsview Wealth Management
Oregon
$3.72M +$1.75K +34 +0%
CA
28
Cetera Advisors
Colorado
$3.56M +$172K +3,338 +5%
SFC
29
Strategic Financial Concepts
Texas
$3.28M +$3.28M +63,801 New
IA
30
IFP Advisors
Florida
$2.54M -$1.07M -21,929 -30%
CWM
31
Cornerstone Wealth Management
Missouri
$2.41M +$2.41M +46,889 New
SWA
32
Stratos Wealth Advisors
Ohio
$2.24M -$104K -2,020 -4%
BTWM
33
Baker Tilly Wealth Management
Wisconsin
$2.13M -$119K -2,320 -5%
RMAM
34
Raab & Moskowitz Asset Management
New Jersey
$2M +$204K +3,975 +11%
Morgan Stanley
35
Morgan Stanley
New York
$2M +$1.01M +19,702 +103%
DADC
36
D.A. Davidson & Co
Montana
$1.96M +$1.96M +38,171 New
PAG
37
Private Advisor Group
New Jersey
$1.77M -$1.9K -37 -0.1%
MFG
38
Merit Financial Group
Georgia
$1.76M +$1.76M +34,292 New
CAN
39
Cetera Advisor Networks
California
$1.73M +$214K +4,156 +14%
VBFP
40
Valtinson Bruner Financial Planning
Minnesota
$1.62M -$14.4K -280 -0.9%
SCA
41
Snowden Capital Advisors
New York
$1.59M +$204K +3,968 +15%
BAM
42
BOS Asset Management
Illinois
$1.44M +$1.29K +25 +0.1%
AWS
43
Atria Wealth Solutions
New York
$1.43M +$1.29K +25 +0.1%
PFG
44
Prosperity Financial Group
California
$1.42M +$227K +4,412 +19%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.36M -$24.6K -478 -2%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$1.34M +$92.4K +1,796 +7%
HI
47
Harbour Investments
Wisconsin
$1.18M +$193K +3,750 +19%
Cerity Partners
48
Cerity Partners
New York
$1.11M -$2.98K -58 -0.3%
JCM
49
Jacobi Capital Management
Pennsylvania
$1.09M -$11.3K -220 -1%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$1.03M +$235K +4,578 +30%