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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

304 hedge funds and large institutions have $1.92B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 122 increasing their positions, 119 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 119

0.53% more ownership

Funds ownership: 56.18%56.71% (+0.53%)

0% less capital invested

Capital invested by funds: $1.92B → $1.92B (-$725K)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

4% less funds holding

Funds holding: 317304 (-13)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
304
Holders Change
-13
Holders Change %
-4.1%
% of All Funds
3.74%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.1%
New
32
Increased
122
Reduced
119
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$1.63M -$22K -434 -1%
BWA
102
BlueChip Wealth Advisors
Georgia
$1.62M -$451K -8,886 -21%
TF
103
Tandem Financial
Colorado
$1.62M -$5.06M -99,660 -75%
CAM
104
Cresset Asset Management
Illinois
$1.61M +$2.08K +41 +0.1%
LWMI
105
Legacy Wealth Management (Idaho)
Idaho
$1.61M +$902K +17,748 +116%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$1.58M +$52.5K +1,034 +3%
OFP
107
OFC Financial Planning
New Jersey
$1.55M -$34.3K -675 -2%
TA
108
TrueWealth Advisors
Alabama
$1.54M -$688K -13,552 -30%
RWS
109
Resolute Wealth Strategies
Mississippi
$1.48M +$600K +11,804 +64%
AWM
110
AE Wealth Management
Kansas
$1.47M -$653K -12,857 -30%
SPC
111
Sigma Planning Corp
Michigan
$1.43M -$2.39M -47,045 -62%
PVI
112
Pine Valley Investments
New Jersey
$1.42M -$90.2K -1,775 -6%
USCWA
113
U.S. Capital Wealth Advisors
Texas
$1.41M +$373K +7,348 +34%
BC
114
Barrett & Company
Rhode Island
$1.4M +$73.4K +1,445 +5%
WS
115
Wedbush Securities
California
$1.39M -$145K -2,860 -9%
CA
116
CoreCap Advisors
Michigan
$1.38M +$10.8K +212 +0.8%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$1.37M +$137K +2,697 +11%
MC
118
Moors & Cabot
Massachusetts
$1.35M -$54.9K -1,081 -4%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$1.31M +$1.35M +26,583 +6,564%
SWTS
120
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.31M -$70K -1,378 -5%
GWM
121
Geneos Wealth Management
Colorado
$1.29M -$72.5K -1,428 -5%
First Trust Advisors
122
First Trust Advisors
Illinois
$1.28M +$337K +6,629 +34%
WIA
123
World Investment Advisors
California
$1.24M -$509K -10,030 -28%
TWM
124
Trueblood Wealth Management
Ohio
$1.22M +$309K +6,087 +32%
KWM
125
Kingsview Wealth Management
Oregon
$1.21M +$10.4K +204 +0.8%