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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

133 hedge funds and large institutions have $378M invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
2.13%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
62
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$50.8M +$4.48M +87,055 +10%
Wells Fargo
2
Wells Fargo
California
$30.4M +$1.15M +22,370 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.2M +$1.99M +38,666 +9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.5M +$70.1K +1,362 +0.4%
BCM
5
Brookstone Capital Management
Illinois
$17.9M +$150K +2,896 +0.8%
UBS Group
6
UBS Group
Switzerland
$14.6M +$1.27M +24,747 +10%
RJA
7
Raymond James & Associates
Florida
$14.3M +$403K +7,830 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$11.5M +$1.95M +38,066 +21%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11.2M +$1.83M +35,496 +19%
AA
10
Altman Advisors
Illinois
$10.7M -$1.43M -27,603 -12%
Stifel Financial
11
Stifel Financial
Missouri
$10.1M +$379K +7,374 +4%
AWA
12
Arkadios Wealth Advisors
Georgia
$8.79M +$1.29M +25,168 +17%
SFS
13
Solitude Financial Services
Virginia
$8.71M +$193K +3,751 +2%
KAS
14
Kestra Advisory Services
Texas
$7.64M +$468K +9,093 +7%
AOG
15
Alpha Omega Group
Virginia
$7.56M +$28K +545 +0.4%
SPIA
16
Steward Partners Investment Advisory
New York
$7M +$221K +4,305 +3%
BAWC
17
Boyce & Associates Wealth Consulting
Texas
$6.29M +$1.05M +20,661 +20%
AWM
18
AE Wealth Management
Kansas
$5.98M -$39.1K -761 -0.7%
HighTower Advisors
19
HighTower Advisors
Illinois
$5.93M -$733K -14,245 -11%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$5.8M +$1.84M +35,826 +47%
PAG
21
Private Advisory Group
Washington
$5.57M +$2.28M +44,264 +69%
BAAM
22
Baker Avenue Asset Management
California
$5.19M +$957K +18,605 +23%
PVI
23
Pine Valley Investments
New Jersey
$5.18M +$5.18M +100,332 New
BPA
24
Beacon Pointe Advisors
California
$4.26M -$148K -2,871 -3%
PP
25
PFS Partners
New Jersey
$4.23M +$167K +3,243 +4%