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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

257 hedge funds and large institutions have $1.77B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 144 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+25
Holders Change %
+10.78%
% of All Funds
3.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
42
Increased
144
Reduced
54
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VBFP
101
Valtinson Bruner Financial Planning
Minnesota
$1.43M -$58.7K -1,092 -4%
CIA
102
Concurrent Investment Advisors
Florida
$1.41M +$120K +2,232 +9%
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$1.39M +$367K +6,826 +36%
CWM
104
Collaborative Wealth Management
Florida
$1.38M +$332K +6,186 +32%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$1.37M +$1.29M +24,093 +1,650%
SWP
106
Summit Wealth Partners
Florida
$1.37M +$10.6K +198 +0.8%
BAM
107
BOS Asset Management
Illinois
$1.34M -$123K -2,285 -8%
VCM
108
Virtue Capital Management
Tennessee
$1.33M +$666K +12,835 +100%
SW
109
Schulz Wealth
Texas
$1.3M +$522K +9,725 +67%
BCI
110
Brinker Capital Investments
Pennsylvania
$1.3M -$106K -1,970 -8%
OPS
111
Orion Portfolio Solutions
Nebraska
$1.3M -$106K -1,970 -8%
JCM
112
Jacobi Capital Management
Pennsylvania
$1.3M -$2.26K -42 -0.2%
BW
113
Bison Wealth
Georgia
$1.27M +$13.2K +245 +1%
EH
114
Equitable Holdings
New York
$1.24M +$459K +8,540 +59%
RJT
115
Raymond James Trust
Florida
$1.22M -$21.6K -402 -2%
Goldman Sachs
116
Goldman Sachs
New York
$1.19M +$1.19M +22,100 New
PTC
117
Private Trust Company
Ohio
$1.15M +$420K +7,821 +58%
JIP
118
Jaffetilchin Investment Partners
Florida
$1.15M -$6.66K -124 -0.6%
CWM
119
Chronos Wealth Management
Florida
$1.13M +$34.9K +650 +3%
OC
120
Oppenheimer & Co
New York
$1.11M -$795K -14,794 -42%
IAIM
121
International Assets Investment Management
Florida
$1.08M +$336K +6,279 +45%
GSIAS
122
Garden State Investment Advisory Services
New Jersey
$1.06M +$490K +9,156 +86%
DIM
123
Delta Investment Management
California
$1.04M +$372K +6,921 +56%
O3W
124
Omni 360 Wealth
New Jersey
$1.03M +$161K +3,000 +19%
BC
125
Barrett & Company
Rhode Island
$1.03M +$189K +3,520 +23%