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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

316 hedge funds and large institutions have $1.89B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 92 increasing their positions, 145 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $2.08B → $1.89B (-$197M)

37% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 145

Holders
316
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPAM
176
Investment Partners Asset Management
New Jersey
$607K
PI
177
PFG Investments
New York
$596K
WWM
178
Western Wealth Management
Colorado
$593K
MIM
179
MTM Investment Management
South Carolina
$582K
WWA
180
WCG Wealth Advisors
Nevada
$574K
GS
181
GTS Securities
New York
$571K
1W
182
1776 Wealth
Georgia
$557K
OC
183
Oppenheimer & Co
New York
$532K
CFCI
184
Comprehensive Financial Consultants Institutional
Indiana
$531K
HA
185
Herold Advisors
New York
$524K
CWA
186
Crux Wealth Advisors
California
$514K
MWM
187
Marion Wealth Management
Pennsylvania
$510K
WCM
188
Winebrenner Capital Management
Kentucky
$492K
QWM
189
QP Wealth Management
New Jersey
$492K
SMC
190
Smith, Moore & Co
Missouri
$491K
Corient Private Wealth
191
Corient Private Wealth
Florida
$478K
PFGIA
192
Patriot Financial Group Insurance Agency
Massachusetts
$472K
SS
193
SBI Securities
Japan
$470K
EFS
194
Essex Financial Services
Connecticut
$453K
PWM
195
Prosperity Wealth Management
California
$449K
AWM
196
Apollon Wealth Management
South Carolina
$443K
GSWM
197
Golden State Wealth Management
California
$439K
NG
198
Novem Group
New York
$429K
Ameriprise
199
Ameriprise
Minnesota
$426K
PWP
200
Prasad Wealth Partners
Ohio
$413K