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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

307 hedge funds and large institutions have $1.87B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 89 increasing their positions, 142 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:

10% less capital invested

Capital invested by funds: $2.07B → $1.87B (-$203M)

37% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 142

Holders
307
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
SW
126
Schulz Wealth
Texas
$1.19M
DWP
127
Daymark Wealth Partners
Ohio
$1.17M
SIS
128
Sound Income Strategies
Florida
$1.15M
TWM
129
TCFG Wealth Management
California
$1.12M
AAS
130
Ameritas Advisory Services
Nebraska
$1.12M
SWMG
131
Stillwater Wealth Management Group
Florida
$1.11M
IWM
132
Iams Wealth Management
Nebraska
$1.08M
TWL
133
Tempo Wealth, LLC
Ohio
$1.08M
USCWA
134
U.S. Capital Wealth Advisors
Texas
$1.06M
FLPIM
135
F.L. Putnam Investment Management
Massachusetts
$1.02M
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$1.01M
SC
137
Schubert & Co
Texas
$1.01M
First Trust Advisors
138
First Trust Advisors
Illinois
$965K
TWM
139
Trueblood Wealth Management
Ohio
$936K
GVAG
140
Great Valley Advisor Group
Delaware
$921K
RWS
141
Resolute Wealth Strategies
Mississippi
$912K
NS
142
NBC Securities
Alabama
$871K
IA
143
IFG Advisory
Georgia
$857K
IP
144
Ignite Planners
California
$849K
CA
145
Clearstead Advisors
Ohio
$839K
UW
146
Unique Wealth
Florida
$822K
JIP
147
Jaffetilchin Investment Partners
Florida
$821K
BWA
148
Beam Wealth Advisors
Louisiana
$797K
AMG
149
APS Management Group
California
$775K
EA
150
Ergawealth Advisors
Illinois
$764K