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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 %
Morgan Stanley
1
Morgan Stanley
New York
$211M -$104M -1,938,562 -33%
Wells Fargo
2
Wells Fargo
California
$206M +$47.5M +884,332 +30%
LPL Financial
3
LPL Financial
California
$172M +$22.6M +421,249 +15%
RJA
4
Raymond James & Associates
Florida
$75.4M +$9.86M +183,546 +15%
UBS Group
5
UBS Group
Switzerland
$73.5M +$8.43M +156,931 +13%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$69.2M +$27M +503,410 +64%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$64.6M -$2.32M -43,254 -3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$57.7M +$12.2M +227,774 +27%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$44M +$32.9M +612,113 +294%
Stifel Financial
10
Stifel Financial
Missouri
$39.8M +$3.35M +62,438 +9%
Truist Financial
11
Truist Financial
North Carolina
$37.6M +$3.55M +66,158 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$35.2M +$6.65M +123,769 +23%
Osaic Holdings
13
Osaic Holdings
Arizona
$27.4M -$1.5M -27,932 -5%
CA
14
Cetera Advisors
Colorado
$24.5M +$7.64M +142,231 +45%
WWM
15
Wagner Wealth Management
South Carolina
$22.4M +$17.3M +322,783 +344%
KAS
16
Kestra Advisory Services
Texas
$22.3M +$5.88M +109,531 +36%
CASC
17
Coppell Advisory Solutions Corp
Texas
$21.4M +$21.4M +398,473 New
MML Investors Services
18
MML Investors Services
Massachusetts
$20.2M +$2.86M +53,216 +17%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$18.4M +$89.5K +1,666 +0.5%
SFS
20
Solitude Financial Services
Virginia
$17.5M +$5.07M +94,409 +41%
AWA
21
Arkadios Wealth Advisors
Georgia
$16.1M +$443K +8,241 +3%
FAM
22
Flaharty Asset Management
Florida
$14.3M +$14.3M +266,119 New
BCM
23
Brookstone Capital Management
Illinois
$14.2M -$5.31M -98,775 -27%
EA
24
Ergawealth Advisors
Illinois
$13.4M +$2.55M +47,500 +23%
CAN
25
Cetera Advisor Networks
California
$13.1M +$5.93M +110,364 +82%