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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

298 hedge funds and large institutions have $2.06B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 114 increasing their positions, 125 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 36

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.1M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIS
126
Richmond Investment Services
Wisconsin
$1.29M
VBFP
127
Valtinson Bruner Financial Planning
Minnesota
$1.27M
HF
128
HRT Financial
New York
$1.26M
NS
129
NBC Securities
Alabama
$1.26M
SS
130
Sunbelt Securities
Texas
$1.26M
SWMG
131
Stillwater Wealth Management Group
Florida
$1.23M
SW
132
Schulz Wealth
Texas
$1.19M
IWM
133
Iams Wealth Management
Nebraska
$1.19M
WFA
134
WMG Financial Advisors
Tennessee
$1.13M
TWM
135
TCFG Wealth Management
California
$1.12M
GWM
136
Geneos Wealth Management
Colorado
$1.08M
DWP
137
Daymark Wealth Partners
Ohio
$1.07M
SC
138
Schubert & Co
Texas
$1.01M
UW
139
Unique Wealth
Florida
$961K
Envestnet Portfolio Solutions
140
Envestnet Portfolio Solutions
Illinois
$955K
RWS
141
Resolute Wealth Strategies
Mississippi
$932K
WIA
142
World Investment Advisors
California
$923K
IA
143
IFG Advisory
Georgia
$855K
HIS
144
Harvest Investment Services
Illinois
$847K
LBC
145
Leigh Baldwin & Co
New York
$832K
NCM
146
NCM Capital Management
New Jersey
$826K
GVAG
147
Great Valley Advisor Group
Delaware
$823K
BWA
148
Beam Wealth Advisors
Louisiana
$810K
PWM
149
Puff Wealth Management
New Jersey
$785K
PWP
150
Pursue Wealth Partners
California
$783K