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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

320 hedge funds and large institutions have $2.96B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 157 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+35
Holders Change %
+12.28%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
62
Increased
157
Reduced
77
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NW
76
NewEdge Wealth
Pennsylvania
$3.14M
SG
77
StoneX Group
New York
$3.09M +$3.09M +61,541 New
BRWA
78
B. Riley Wealth Advisors
Florida
$3.08M +$275K +5,475 +10%
GSC
79
G&S Capital
Colorado
$3.08M +$238K +4,739 +8%
FIA
80
Foundations Investment Advisors
Arizona
$3.08M +$49.3K +982 +2%
HF
81
Holcombe Financial
Georgia
$2.75M +$2.75M +54,732 New
ECA
82
Elevated Capital Advisors
Utah
$2.72M -$16.8K -335 -0.6%
BAWC
83
Boyce & Associates Wealth Consulting
Texas
$2.65M -$4.12M -82,012 -61%
CIAS
84
Capital Investment Advisory Services
North Carolina
$2.65M -$1.61M -32,027 -38%
SAW
85
Signal Advisors Wealth
Michigan
$2.63M +$688K +13,703 +36%
FWM
86
Foguth Wealth Management
Michigan
$2.62M +$578K +11,342 +28%
RWA
87
Redhawk Wealth Advisors
Minnesota
$2.58M -$279K -5,564 -10%
KPWS
88
Kestra Private Wealth Services
Texas
$2.47M +$257K +5,109 +12%
I
89
INVST
Indiana
$2.44M +$974K +19,396 +66%
RMAM
90
Raab & Moskowitz Asset Management
New Jersey
$2.37M +$55.2K +1,099 +2%
TA
91
TrueWealth Advisors
Alabama
$2.36M +$134K +2,663 +6%
CWA
92
Crux Wealth Advisors
California
$2.3M +$2.3M +45,838 New
CIA
93
Concurrent Investment Advisors
Florida
$2.3M +$33.8K +674 +1%
SWMG
94
Stillwater Wealth Management Group
Florida
$2.29M +$2.29M +45,594 New
SFPG
95
Stonebridge Financial Planning Group
Florida
$2.29M +$293K +5,832 +15%
BWA
96
BlueChip Wealth Advisors
Georgia
$2.27M -$348K -6,927 -13%
CW
97
CreativeOne Wealth
Kansas
$2.25M +$1.93M +38,423 +610%
OMC
98
Old Mission Capital
Illinois
$2.23M +$2.23M +44,318 New
EFS
99
Econ Financial Services
Pennsylvania
$2.15M +$1.06M +21,040 +96%
IWM
100
Iams Wealth Management
Nebraska
$2.13M +$136K +2,712 +7%