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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
PFS
51
Prospera Financial Services
Texas
$4.43M -$5.12M -104,456 -54%
IP
52
Indivisible Partners
Florida
$4.41M +$4.39M +89,658 New
ZCP
53
Z3 Capital Partners
Virginia
$4.4M +$4.39M +89,464 New
TA
54
TKG Advisors
Indiana
$4.3M +$40.1K +819 +0.9%
TWP
55
Triad Wealth Partners
Kansas
$4.22M +$234K +4,779 +6%
CIA
56
Concurrent Investment Advisors
Florida
$4.15M +$990K +20,192 +31%
PFPG
57
Pinnacle Financial Partners (Georgia)
Georgia
$4.08M +$4.07M +83,057 New
OIA
58
OneDigital Investment Advisors
Kansas
$4.07M +$19.6K +399 +0.5%
TFA
59
Teamwork Financial Advisors
Texas
$3.86M +$264K +5,386 +7%
SPC
60
Sigma Planning Corp
Michigan
$3.75M -$335K -6,834 -8%
Mariner
61
Mariner
Kansas
$3.74M -$244K -4,978 -6%
AAP
62
Arax Advisory Partners
Colorado
$3.61M +$3.6M +73,535 New
EFS
63
Econ Financial Services
Pennsylvania
$3.58M +$1.59M +32,363 +80%
AWA
64
Arkadios Wealth Advisors
Georgia
$3.55M -$11.7M -238,185 -77%
RA
65
RFG Advisory
Alabama
$3.55M -$430K -8,774 -11%
GSC
66
G&S Capital
Colorado
$3.44M +$159K +3,241 +5%
GFG
67
Goldstone Financial Group
Illinois
$3.4M +$26.8K +547 +0.8%
NLP
68
Next Level Private
New York
$3.27M +$631K +12,876 +24%
DADC
69
D.A. Davidson & Co
Montana
$3.22M -$1.9M -38,673 -37%
IAIM
70
International Assets Investment Management
Florida
$3.14M +$515K +10,516 +20%
RGF
71
Retirement Guys Formula
Ohio
$3.09M +$56.7K +1,156 +2%
IA
72
IFP Advisors
Florida
$2.94M -$305K -6,229 -9%
TCM
73
Triumph Capital Management
Colorado
$2.89M -$173K -3,527 -6%
NW
74
NewEdge Wealth
Pennsylvania
$2.84M
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$2.83M -$3.58K -73 -0.1%