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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
CWA
151
Crux Wealth Advisors
California
$781K
SWP
152
Summit Wealth Partners
Florida
$774K
AMG
153
APS Management Group
California
$762K
CWP
154
Core Wealth Partners
California
$760K
WWM
155
Western Wealth Management
Colorado
$731K
CA
156
Clearstead Advisors
Ohio
$729K
IP
157
Ignite Planners
California
$728K
PTC
158
Private Trust Company
Ohio
$697K
LI
159
LRI Investments
Florida
$690K
PCIA
160
Prime Capital Investment Advisors
Kansas
$686K
CCM
161
Chilton Capital Management
Texas
$672K
CF
162
Centaurus Financial
California
$669K
ASN
163
Advisory Services Network
Georgia
$666K
1W
164
1776 Wealth
Georgia
$658K
JIP
165
Jaffetilchin Investment Partners
Florida
$650K
LWMI
166
Legacy Wealth Management (Idaho)
Idaho
$636K
O3W
167
Omni 360 Wealth
New Jersey
$626K
AWE
168
Avidian Wealth Enterprises
Texas
$620K
IPAM
169
Investment Partners Asset Management
New Jersey
$609K
Cerity Partners
170
Cerity Partners
New York
$609K
FWP
171
Forefront Wealth Partners
Texas
$608K
PWM
172
Prosperity Wealth Management
California
$602K
GWP
173
Gateway Wealth Partners
Wisconsin
$601K
MIM
174
MTM Investment Management
South Carolina
$584K
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$584K