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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

316 hedge funds and large institutions have $1.89B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 92 increasing their positions, 145 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $2.08B → $1.89B (-$197M)

37% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 145

Holders
316
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$1.25M
VBFP
127
Valtinson Bruner Financial Planning
Minnesota
$1.22M
KWM
128
Kingsview Wealth Management
Oregon
$1.21M
SWP
129
Stratos Wealth Partners
Ohio
$1.19M
SW
130
Schulz Wealth
Texas
$1.19M
DWP
131
Daymark Wealth Partners
Ohio
$1.17M
SIS
132
Sound Income Strategies
Florida
$1.15M
TWM
133
TCFG Wealth Management
California
$1.12M
AAS
134
Ameritas Advisory Services
Nebraska
$1.12M
SWMG
135
Stillwater Wealth Management Group
Florida
$1.11M
IWM
136
Iams Wealth Management
Nebraska
$1.08M
TW
137
Tempo Wealth
Ohio
$1.08M
USCWA
138
U.S. Capital Wealth Advisors
Texas
$1.06M
FLPIM
139
F.L. Putnam Investment Management
Massachusetts
$1.02M
Envestnet Portfolio Solutions
140
Envestnet Portfolio Solutions
Illinois
$1.01M
SC
141
Schubert & Co
Texas
$1.01M
First Trust Advisors
142
First Trust Advisors
Illinois
$965K
TWM
143
Trueblood Wealth Management
Ohio
$936K
GVAG
144
Great Valley Advisor Group
Delaware
$921K
RWS
145
Resolute Wealth Strategies
Mississippi
$912K
NCM
146
NCM Capital Management
New Jersey
$885K
NS
147
NBC Securities
Alabama
$871K
HAG
148
HighPoint Advisor Group
Illinois
$859K
IA
149
IFG Advisory
Georgia
$857K
IP
150
Ignite Planners
California
$849K