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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
KPWS
76
Kestra Private Wealth Services
Texas
$2.75M
IAIM
77
International Assets Investment Management
Florida
$2.66M
SFPG
78
Stonebridge Financial Planning Group
Florida
$2.65M
NLP
79
Next Level Private
New York
$2.65M
KWM
80
Kingsview Wealth Management
Oregon
$2.63M
TA
81
TrueWealth Advisors
Alabama
$2.55M
IWM
82
IHT Wealth Management
Illinois
$2.47M
BPA
83
Beacon Pointe Advisors
California
$2.46M
BWA
84
BlueChip Wealth Advisors
Georgia
$2.41M
ECA
85
Elevated Capital Advisors
Utah
$2.39M
FIA
86
Foundations Investment Advisors
Arizona
$2.38M
NFG
87
Nations Financial Group
Iowa
$2.33M
EH
88
Equitable Holdings
New York
$2.33M
Bank of America
89
Bank of America
North Carolina
$2.3M
HPC
90
Hobart Private Capital
North Carolina
$2.22M
AWM
91
AE Wealth Management
Kansas
$2.01M
EFS
92
Econ Financial Services
Pennsylvania
$2M
JWCA
93
J.W. Cole Advisors
Florida
$1.97M
CWM
94
Cornerstone Wealth Management
Missouri
$1.92M
IAA
95
Independent Advisor Alliance
North Carolina
$1.91M
MW
96
Maia Wealth
Colorado
$1.9M
CFD
97
Creative Financial Designs
Indiana
$1.86M
Jane Street
98
Jane Street
New York
$1.86M
Comerica Bank
99
Comerica Bank
Texas
$1.85M
MI
100
Motiv8 Investments
Florida
$1.84M