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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
BWP
176
Balboa Wealth Partners
Arizona
$607K +$35.8K +731 +6%
IPAM
177
Investment Partners Asset Management
New Jersey
$607K
PI
178
PFG Investments
New York
$596K +$594K +12,117 New
WWM
179
Western Wealth Management
Colorado
$593K -$135K -2,762 -19%
MIM
180
MTM Investment Management
South Carolina
$582K
WWA
181
WCG Wealth Advisors
Nevada
$574K +$572K +11,680 New
GS
182
GTS Securities
New York
$571K +$569K +11,614 New
1W
183
1776 Wealth
Georgia
$557K -$98K -2,000 -15%
OC
184
Oppenheimer & Co
New York
$532K -$1.22M -24,979 -70%
CFCI
185
Comprehensive Financial Consultants Institutional
Indiana
$531K
HA
186
Herold Advisors
New York
$524K -$38.7K -790 -7%
CWA
187
Crux Wealth Advisors
California
$514K -$263K -5,374 -34%
MWM
188
Marion Wealth Management
Pennsylvania
$510K -$35.8K -730 -7%
WCM
189
Winebrenner Capital Management
Kentucky
$492K +$3.04K +62 +0.6%
QWM
190
QP Wealth Management
New Jersey
$492K +$490K +10,003 New
SMC
191
Smith, Moore & Co
Missouri
$491K -$9.12K -186 -2%
Corient Private Wealth
192
Corient Private Wealth
Florida
$478K +$276K +5,637 +138%
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$472K +$51.2K +1,045 +12%
SS
194
SBI Securities
Japan
$470K +$2.5K +51 +0.5%
EFS
195
Essex Financial Services
Connecticut
$453K -$67.7K -1,382 -13%
PWM
196
Prosperity Wealth Management
California
$449K -$151K -3,071 -25%
AWM
197
Apollon Wealth Management
South Carolina
$443K -$32.4K -662 -7%
GSWM
198
Golden State Wealth Management
California
$439K -$79.2K -1,615 -15%
NG
199
Novem Group
New York
$429K -$38.3K -781 -8%
Ameriprise
200
Ameriprise
Minnesota
$426K +$425K +8,663 New