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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

32 hedge funds and large institutions have $67.8M invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

39% more funds holding

Funds holding: 2332 (+9)

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

25% more capital invested

Capital invested by funds: $54.4M → $67.8M (+$13.4M)

7.1% more ownership

Funds ownership: 62.77%69.87% (+7.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
32
Holders Change
+9
Holders Change %
+39.13%
% of All Funds
0.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
10
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.6M +$3.29M +67,252 +37%
AA
2
Altman Advisors
Illinois
$12.6M -$105K -2,149 -0.9%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.78M -$370K -7,558 -5%
SFS
4
Solitude Financial Services
Virginia
$6.53M +$842K +17,186 +16%
KAS
5
Kestra Advisory Services
Texas
$5.19M -$622K -12,692 -11%
PWS
6
Precision Wealth Strategies
Missouri
$3.38M +$981K +20,033 +43%
NWS
7
Newport Wealth Strategies
California
$2.94M +$342K +6,980 +14%
IA
8
IFP Advisors
Florida
$2.07M +$1.74M +35,453 +700%
KWM
9
Kingsview Wealth Management
Oregon
$1.93M +$1.85M +37,809 New
CA
10
Cetera Advisors
Colorado
$1.75M +$60K +1,225 +4%
OMC
11
Old Mission Capital
Illinois
$1.74M +$1.67M +34,112 New
BJ
12
Brouwer & Janachowski
California
$1.68M -$217K -4,422 -12%
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M +$86.2K +1,760 +6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.36M +$1.31M +26,648 New
VWM
15
Venturi Wealth Management
Texas
$1.33M -$799K -16,321 -39%
SWA
16
Stratos Wealth Advisors
Ohio
$1.18M -$577K -11,773 -34%
RJA
17
Raymond James & Associates
Florida
$928K +$890K +18,164 New
SWM
18
SeaCrest Wealth Management
New York
$651K +$624K +12,740 New
SG
19
StoneX Group
New York
$531K +$509K +10,400 New
Osaic Holdings
20
Osaic Holdings
Arizona
$422K +$284K +5,807 +237%
CWM
21
Collaborative Wealth Management
Florida
$241K +$215K +4,399 New
NFG
22
Next Financial Group
Texas
$142K +$136K +2,774 New
AWM
23
Avior Wealth Management
Nebraska
$83K +$79.9K +1,632 New
HI
24
Harbour Investments
Wisconsin
$68K +$65K +1,327 New
PGAM
25
Princeton Global Asset Management
New Jersey
$40K +$147 +3 +0.4%

KNG Hedge Fund Activity: Q1 2021 in Review

32 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q1 2021, worth a combined $67.8M — up 25% from $54.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KNG positions and 4 closed out — a net gain of 9 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.29M. The largest seller was Integrated Advisors Network, exiting entirely with an estimated $1.99M sold.

  • 32 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q1 2021, up from 23 in Q4 2020.
  • Funds reported $67.8M of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q1 2021, up 25% quarter-over-quarter.
  • 13 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q1 2021 and 4 closed out, a net change of +9 holders.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q1 2021 was LPL Financial, an estimated $3.29M added.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q1 2021 was Integrated Advisors Network, an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2021.