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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 %
BMCM
201
Bryn Mawr Capital Management
Pennsylvania
$260K -$62K -1,155 -19%
CW
202
CreativeOne Wealth
Kansas
$259K +$259K +4,815 New
CPP
203
Capasso Planning Partners
South Carolina
$258K
JPMorgan Chase & Co
204
JPMorgan Chase & Co
New York
$256K +$6.02K +112 +2%
OBWG
205
Onyx Bridge Wealth Group
New York
$252K +$252K +4,907 New
APP
206
Avantax Planning Partners
Iowa
$246K +$246K +4,588 New
GIA
207
Gladstone Institutional Advisory
Florida
$245K +$245K +4,568 New
AAP
208
Arax Advisory Partners
Colorado
$240K +$240K +4,475 New
CA
209
Continuum Advisory
Idaho
$239K +$6.67K +127 +3%
LFAS
210
Level Four Advisory Services
Texas
$238K
GVAG
211
Great Valley Advisor Group
Delaware
$235K +$235K +4,388 New
PWM
212
Perigon Wealth Management
California
$231K +$54 +1 +0%
Corient Private Wealth
213
Corient Private Wealth
Florida
$226K +$17.7K +330 +9%
MWS
214
Maxwell Wealth Strategies
California
$225K -$515K -10,165 -70%
KFGK
215
Keystone Financial Group (Kentucky)
Kentucky
$225K -$22.6K -420 -9%
FGAM
216
Financial Gravity Asset Management
Texas
$221K +$97.3K +1,850 +79%
SW
217
SteelPeak Wealth
California
$220K +$220K +4,100 New
SS
218
Sunbelt Securities
Texas
$219K +$194K +3,621 +782%
PCIA
219
Prime Capital Investment Advisors
Kansas
$218K -$26.9K -500 -11%
PIA
220
Perennial Investment Advisors
California
$215K
IWM
221
Iams Wealth Management
Nebraska
$209K +$209K +4,042 New
IGWM
222
ICA Group Wealth Management
Colorado
$207K +$160K +2,988 +347%
NLP
223
Next Level Private
New York
$206K +$206K +3,845 New
CA
224
Carson Advisory
Georgia
$204K +$204K +3,806 New
TAM
225
Tucker Asset Management
Colorado
$202K +$11.1K +207 +6%