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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

320 hedge funds and large institutions have $2.96B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 157 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+35
Holders Change %
+12.28%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
62
Increased
157
Reduced
77
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$1.4M +$115K +2,284 +9%
MW
127
Maia Wealth
Colorado
$1.4M +$531K +10,272 +61%
SP
128
Sequent Planning
Nebraska
$1.32M -$9.69K -193 -0.7%
IWM
129
IHT Wealth Management
Illinois
$1.31M +$212K +4,227 +19%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$1.3M +$21.1K +420 +2%
VBFP
131
Valtinson Bruner Financial Planning
Minnesota
$1.28M -$29.2K -581 -2%
BC
132
Barrett & Company
Rhode Island
$1.27M +$223K +4,450 +21%
LI
133
LRI Investments
Florida
$1.26M +$1.26M +25,000 New
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$1.25M +$196K +3,911 +19%
CWM
135
Chronos Wealth Management
Florida
$1.22M -$39.2K -780 -3%
SW
136
Schulz Wealth
Texas
$1.22M
TCM
137
Triumph Capital Management
Colorado
$1.2M +$39.5K +787 +3%
SWM
138
SeaCrest Wealth Management
New York
$1.2M +$114K +2,273 +11%
CAL
139
Capital Analysts LLC
Pennsylvania
$1.15M +$334K +6,646 +41%
FFA
140
Farther Finance Advisors
California
$1.14M +$1.13M +22,580 +40,321%
SWP
141
Summit Wealth Partners
Florida
$1.13M -$6.18K -123 -0.5%
Focus Partners Wealth
142
Focus Partners Wealth
Massachusetts
$1.11M +$1.11M +22,045 New
APW
143
Aurora Private Wealth
New Jersey
$1.09M +$192K +3,813 +21%
HGERS
144
Householder Group Estate & Retirement Specialist
Arizona
$1.09M -$3.96M -78,969 -78%
O3W
145
Omni 360 Wealth
New Jersey
$1.07M -$40.2K -800 -4%
SWTS
146
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.07M +$1.07M +21,266 New
NWMG
147
National Wealth Management Group
Ohio
$1.04M +$306K +6,098 +41%
TWM
148
TCFG Wealth Management
California
$1.03M +$12.9K +256 +1%
PFG
149
Prosperity Financial Group
California
$992K -$6.23K -124 -0.6%
IA
150
IFG Advisory
Georgia
$972K +$305K +6,075 +46%