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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

315 hedge funds and large institutions have $2.22B 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, 151 increasing their positions, 105 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-5
Holders Change %
-1.56%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.18%
New
28
Increased
151
Reduced
105
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HF
76
Holcombe Financial
Georgia
$2.85M +$83.8K +1,658 +3%
SG
77
StoneX Group
New York
$2.84M -$267K -5,289 -9%
CIA
78
Concurrent Investment Advisors
Florida
$2.8M +$493K +9,749 +21%
RMAM
79
Raab & Moskowitz Asset Management
New Jersey
$2.8M +$410K +8,108 +17%
SWMG
80
Stillwater Wealth Management Group
Florida
$2.78M +$477K +9,436 +21%
PAG
81
Private Advisory Group
Washington
$2.75M -$4.71M -93,151 -63%
SFPG
82
Stonebridge Financial Planning Group
Florida
$2.73M +$434K +8,581 +19%
CIAS
83
Capital Investment Advisory Services
North Carolina
$2.72M +$56.1K +1,111 +2%
IAA
84
Independent Advisor Alliance
North Carolina
$2.71M -$479K -9,478 -15%
FFA
85
Farther Finance Advisors
California
$2.65M +$1.51M +29,965 +132%
AAP
86
Arax Advisory Partners
Colorado
$2.65M -$1.42M -28,052 -35%
BWA
87
BlueChip Wealth Advisors
Georgia
$2.6M +$314K +6,224 +14%
TA
88
TrueWealth Advisors
Alabama
$2.56M +$181K +3,590 +8%
KPWS
89
Kestra Private Wealth Services
Texas
$2.54M +$58K +1,148 +2%
BAWC
90
Boyce & Associates Wealth Consulting
Texas
$2.53M -$138K -2,739 -5%
ECA
91
Elevated Capital Advisors
Utah
$2.52M -$220K -4,346 -8%
RGF
92
Retirement Guys Formula
Ohio
$2.52M +$2.52M +49,783 New
FLPIM
93
F.L. Putnam Investment Management
Massachusetts
$2.49M +$2.49M +49,234 New
USCWA
94
U.S. Capital Wealth Advisors
Texas
$2.29M +$2.29M +45,276 New
FIA
95
Foundations Investment Advisors
Arizona
$2.25M -$845K -16,730 -27%
IWM
96
Iams Wealth Management
Nebraska
$2.18M +$44.1K +872 +2%
EFS
97
Econ Financial Services
Pennsylvania
$2.18M +$17.2K +341 +0.8%
NFG
98
Nations Financial Group
Iowa
$2.09M -$3.42M -67,690 -62%
GSIAS
99
Garden State Investment Advisory Services
New Jersey
$2.08M +$47.7K +944 +2%
CWM
100
Cornerstone Wealth Management
Missouri
$2.08M +$49K +970 +2%