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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
First Trust Advisors
176
First Trust Advisors
Illinois
$581K
BWP
177
Balboa Wealth Partners
Arizona
$573K
HA
178
Herold Advisors
New York
$565K
CFCI
179
Comprehensive Financial Consultants Institutional
Indiana
$532K
MWM
180
Marion Wealth Management
Pennsylvania
$531K
NWMG
181
National Wealth Management Group
Ohio
$529K
EFS
182
Essex Financial Services
Connecticut
$522K
GSWM
183
Golden State Wealth Management
California
$520K
SMC
184
Smith, Moore & Co
Missouri
$502K
FA
185
Faithward Advisors
Pennsylvania
$492K
WCM
186
Winebrenner Capital Management
Kentucky
$491K
AWM
187
Apollon Wealth Management
South Carolina
$477K
CAL
188
Capital Analysts LLC
Pennsylvania
$469K
SS
189
SBI Securities
Japan
$469K
NG
190
Novem Group
New York
$469K
SWP
191
Semus Wealth Partners
Florida
$454K
MOS
192
MGO One Seven
Ohio
$441K
KWA
193
Kingswood Wealth Advisors
California
$439K
JCM
194
Jacobi Capital Management
Pennsylvania
$438K
QFW
195
QTR Family Wealth
Florida
$434K
FPWM
196
FSB Premier Wealth Management
Iowa
$434K
NFA
197
Northwest Financial Advisors
Virginia
$433K
WWA
198
Wealth Watch Advisors
Colorado
$429K
FPGK
199
Financial Partners Group (Kansas)
Kansas
$426K
SB
200
Strategic Blueprint
Georgia
$425K