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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

294 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 31 funds opening new positions, 112 increasing their positions, 124 reducing their positions, and 35 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: 31 | Existing positions closed: 35

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
294
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
CWP
151
Core Wealth Partners
California
$760K
WWM
152
Western Wealth Management
Colorado
$731K
CA
153
Clearstead Advisors
Ohio
$729K
IP
154
Ignite Planners
California
$728K
PTC
155
Private Trust Company
Ohio
$697K
LI
156
LRI Investments
Florida
$690K
PCIA
157
Prime Capital Investment Advisors
Kansas
$686K
CCM
158
Chilton Capital Management
Texas
$672K
CF
159
Centaurus Financial
California
$669K
ASN
160
Advisory Services Network
Georgia
$666K
1W
161
1776 Wealth
Georgia
$658K
JIP
162
Jaffetilchin Investment Partners
Florida
$650K
LWMI
163
Legacy Wealth Management (Idaho)
Idaho
$636K
O3W
164
Omni 360 Wealth
New Jersey
$626K
AWE
165
Avidian Wealth Enterprises
Texas
$620K
IPAM
166
Investment Partners Asset Management
New Jersey
$609K
Cerity Partners
167
Cerity Partners
New York
$609K
FWP
168
Forefront Wealth Partners
Texas
$608K
PWM
169
Prosperity Wealth Management
California
$602K
GWP
170
Gateway Wealth Partners
Wisconsin
$601K
MIM
171
MTM Investment Management
South Carolina
$584K
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$584K
First Trust Advisors
173
First Trust Advisors
Illinois
$581K
BWP
174
Balboa Wealth Partners
Arizona
$573K
HA
175
Herold Advisors
New York
$565K