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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
SG
101
StoneX Group
New York
$1.82M
OFP
102
OFC Financial Planning
New Jersey
$1.8M
OC
103
Oppenheimer & Co
New York
$1.77M
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$1.74M
CAM
105
Cresset Asset Management
Illinois
$1.71M
SF
106
Summit Financial
New Jersey
$1.66M
PWS
107
Proactive Wealth Strategies
Georgia
$1.63M
WS
108
Wedbush Securities
California
$1.62M
MFG
109
Merit Financial Group
Georgia
$1.58M
CCFM
110
Clear Creek Financial Management
Washington
$1.56M
DAS
111
Dynamic Advisor Solutions
Arizona
$1.54M
MC
112
Moors & Cabot
Massachusetts
$1.54M
SWP
113
Stratos Wealth Partners
Ohio
$1.49M
CWM
114
Collaborative Wealth Management
Florida
$1.46M
NAS
115
NWF Advisory Services
California
$1.45M
GIA
116
Gladstone Institutional Advisory
Florida
$1.44M
MA
117
Mutual Advisors
Nebraska
$1.41M
SWTS
118
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.4M
PWP
119
Precedent Wealth Partners
Texas
$1.39M
SP
120
Sequent Planning
Nebraska
$1.38M
CA
121
CoreCap Advisors
Michigan
$1.37M
BC
122
Barrett & Company
Rhode Island
$1.33M
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$1.3M
RIS
124
Richmond Investment Services
Wisconsin
$1.29M
VBFP
125
Valtinson Bruner Financial Planning
Minnesota
$1.27M