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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

257 hedge funds and large institutions have $1.77B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 144 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+25
Holders Change %
+10.78%
% of All Funds
3.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
42
Increased
144
Reduced
54
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
151
IFG Advisory
Georgia
$683K +$311K +5,792 +84%
IPAM
152
Investment Partners Asset Management
New Jersey
$665K
FCA
153
FinTrust Capital Advisors
South Carolina
$659K +$637K +11,852 +2,905%
PWPS
154
Pinnacle Wealth Planning Services
Ohio
$648K
CAM
155
Creekmur Asset Management
Illinois
$646K -$69.6K -1,296 -10%
LMKC
156
L.M. Kohn & Company
Ohio
$637K +$49.8K +928 +8%
CFCI
157
Comprehensive Financial Consultants Institutional
Indiana
$618K -$12.2K -227 -2%
LFGH
158
Lee Financial Group Hawaii
Hawaii
$615K +$19.1K +355 +3%
KPWS
159
Kestra Private Wealth Services
Texas
$613K -$271K -5,052 -31%
FPWM
160
FSB Premier Wealth Management
Iowa
$586K +$24.1K +448 +4%
WAG
161
Wiser Advisor Group
Arizona
$544K +$21.1K +392 +4%
YIH
162
Y-Intercept (HK)
Hong Kong
$538K +$538K +10,010 New
CWA
163
Centennial Wealth Advisory
Michigan
$528K +$34.9K +649 +7%
SWP
164
Semus Wealth Partners
Florida
$522K +$257K +4,791 +97%
CAM
165
Cresset Asset Management
Illinois
$499K +$182K +3,393 +58%
WWM
166
Western Wealth Management
Colorado
$477K +$157K +2,917 +49%
MIM
167
MTM Investment Management
South Carolina
$474K +$144K +2,682 +44%
BFEC
168
Benjamin F. Edwards & Company
Missouri
$464K +$376 +7 +0.1%
EFS
169
Essex Financial Services
Connecticut
$461K +$461K +8,575 New
CFGS
170
Concourse Financial Group Securities
Alabama
$460K -$90K -1,676 -16%
FHC
171
First Heartland Consultants
Missouri
$443K -$1.2M -22,347 -73%
MSFS
172
Main Street Financial Solutions
Pennsylvania
$433K +$60.5K +1,126 +16%
SMC
173
Smith, Moore & Co
Missouri
$416K +$113K +2,107 +37%
MA
174
Mutual Advisors
Nebraska
$409K +$24.1K +448 +6%
MWM
175
Marion Wealth Management
Pennsylvania
$409K