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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

321 hedge funds and large institutions have $2.23B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 154 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 108

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

1% less funds holding

Funds holding: 323321 (-2)

3.42% less ownership

Funds ownership: 63.73%60.31% (-3.4%)

25% less capital invested

Capital invested by funds: $2.97B → $2.23B (-$737M)

Holders
321
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
4.3%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
28
Increased
154
Reduced
108
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFG
76
Goldstone Financial Group
Illinois
$2.87M +$982K +19,367 +52%
HF
77
Holcombe Financial
Georgia
$2.85M +$84K +1,658 +3%
SG
78
StoneX Group
New York
$2.84M -$268K -5,289 -9%
CIA
79
Concurrent Investment Advisors
Florida
$2.8M +$494K +9,749 +21%
RMAM
80
Raab & Moskowitz Asset Management
New Jersey
$2.8M +$411K +8,108 +17%
SWMG
81
Stillwater Wealth Management Group
Florida
$2.78M +$478K +9,436 +21%
PAG
82
Private Advisory Group
Washington
$2.75M -$4.72M -93,151 -63%
SFPG
83
Stonebridge Financial Planning Group
Florida
$2.73M +$435K +8,581 +19%
CIAS
84
Capital Investment Advisory Services
North Carolina
$2.72M +$56.3K +1,111 +2%
IAA
85
Independent Advisor Alliance
North Carolina
$2.71M -$480K -9,478 -15%
FFA
86
Farther Finance Advisors
California
$2.65M +$1.52M +29,965 +132%
AAP
87
Arax Advisory Partners
Colorado
$2.65M -$1.42M -28,052 -35%
BWA
88
BlueChip Wealth Advisors
Georgia
$2.6M +$315K +6,224 +14%
TA
89
TrueWealth Advisors
Alabama
$2.56M +$182K +3,590 +8%
KPWS
90
Kestra Private Wealth Services
Texas
$2.54M +$58.2K +1,148 +2%
BAWC
91
Boyce & Associates Wealth Consulting
Texas
$2.53M -$139K -2,739 -5%
ECA
92
Elevated Capital Advisors
Utah
$2.52M -$220K -4,346 -8%
RGF
93
Retirement Guys Formula
Ohio
$2.52M +$2.52M +49,783 New
FLPIM
94
F.L. Putnam Investment Management
Massachusetts
$2.49M +$2.5M +49,234 New
USCWA
95
U.S. Capital Wealth Advisors
Texas
$2.29M +$2.29M +45,276 New
FIA
96
Foundations Investment Advisors
Arizona
$2.25M -$848K -16,730 -27%
IWM
97
Iams Wealth Management
Nebraska
$2.18M +$44.2K +872 +2%
EFS
98
Econ Financial Services
Pennsylvania
$2.18M +$17.3K +341 +0.8%
PVI
99
Pine Valley Investments
New Jersey
$2.09M -$8.42M -166,175 -80%
NFG
100
Nations Financial Group
Iowa
$2.09M -$3.43M -67,690 -62%

KNG Hedge Fund Activity: Q1 2025 in Review

321 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q1 2025, worth a combined $2.23B — down 25% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KNG positions and 23 closed out — a net gain of 5 holders — while 154 added to existing stakes and 108 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $15.9M. The largest seller was Raymond James Financial, cutting an estimated $17.9M.

  • 321 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q1 2025, down from 323 in Q4 2024.
  • Funds reported $2.23B of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 28 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q1 2025 and 23 closed out, a net change of +5 holders.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q1 2025 was Capital Investment Advisors, an estimated $15.9M added.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q1 2025 was Raymond James Financial, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2025.