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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

317 hedge funds and large institutions have $1.92B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 145 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 302317 (+15)

0.33% less ownership

Funds ownership: 56.52%56.18% (-0.33%)

8% less capital invested

Capital invested by funds: $2.08B → $1.92B (-$167M)

37% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 145

Holders
317
Holders Change
+15
Holders Change %
+4.97%
% of All Funds
3.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
49
Increased
92
Reduced
145
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
126
Gladstone Institutional Advisory
Florida
$1.26M -$175K -3,570 -12%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$1.25M -$42.5K -867 -3%
VBFP
128
Valtinson Bruner Financial Planning
Minnesota
$1.22M -$51.1K -1,043 -4%
KWM
129
Kingsview Wealth Management
Oregon
$1.21M -$1.41M -28,822 -54%
SWP
130
Stratos Wealth Partners
Ohio
$1.19M -$295K -6,013 -20%
SW
131
Schulz Wealth
Texas
$1.19M
DWP
132
Daymark Wealth Partners
Ohio
$1.17M +$100K +2,042 +9%
SIS
133
Sound Income Strategies
Florida
$1.15M +$1.1M +22,462 +118,221%
TWM
134
TCFG Wealth Management
California
$1.12M +$9.31K +190 +0.8%
AAS
135
Ameritas Advisory Services
Nebraska
$1.12M -$3.14M -64,029 -74%
SWMG
136
Stillwater Wealth Management Group
Florida
$1.11M -$113K -2,300 -9%
IWM
137
Iams Wealth Management
Nebraska
$1.08M -$104K -2,115 -9%
TW
138
Tempo Wealth
Ohio
$1.08M +$1.07M +21,882 New
USCWA
139
U.S. Capital Wealth Advisors
Texas
$1.06M +$1.06M +21,590 New
FLPIM
140
F.L. Putnam Investment Management
Massachusetts
$1.02M -$5.39M -109,967 -84%
Envestnet Portfolio Solutions
141
Envestnet Portfolio Solutions
Illinois
$1.01M +$56.1K +1,144 +6%
SC
142
Schubert & Co
Texas
$1.01M
First Trust Advisors
143
First Trust Advisors
Illinois
$965K +$385K +7,854 +67%
TWM
144
Trueblood Wealth Management
Ohio
$936K +$933K +19,034 New
GVAG
145
Great Valley Advisor Group
Delaware
$921K +$100K +2,049 +12%
RWS
146
Resolute Wealth Strategies
Mississippi
$912K -$17.1K -349 -2%
NCM
147
NCM Capital Management
New Jersey
$885K +$61.5K +1,254 +7%
NS
148
NBC Securities
Alabama
$871K -$382K -7,795 -31%
HAG
149
HighPoint Advisor Group
Illinois
$859K +$857K +17,484 New
IA
150
IFG Advisory
Georgia
$857K +$5.44K +111 +0.6%