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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

285 hedge funds and large institutions have $2.13B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 141 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+17
Holders Change %
+6.34%
% of All Funds
4.12%
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
141
Reduced
76
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$266M +$26.3M +482,197 +11%
Wells Fargo
2
Wells Fargo
California
$247M +$26.4M +485,241 +12%
LPL Financial
3
LPL Financial
California
$247M +$33.2M +610,120 +16%
UBS Group
4
UBS Group
Switzerland
$102M +$19.3M +353,897 +23%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$90.3M +$12.5M +229,681 +16%
RJA
6
Raymond James & Associates
Florida
$85.2M +$2.97M +54,515 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$82M +$1.87M +34,268 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$68.6M +$613K +11,252 +0.9%
Truist Financial
9
Truist Financial
North Carolina
$58.4M +$13.2M +242,927 +29%
KAS
10
Kestra Advisory Services
Texas
$48.8M +$26.1M +479,596 +115%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$46.7M -$182K -3,347 -0.4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$45.1M +$4.35M +79,764 +11%
Stifel Financial
13
Stifel Financial
Missouri
$38.6M +$2.31M +42,353 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$31.7M -$2.29M -42,115 -7%
WWM
15
Wagner Wealth Management
South Carolina
$27M +$2.21M +40,498 +9%
CAS
16
Coppell Advisory Solutions
Texas
$23.2M +$446K +8,216 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$22.9M -$459K -8,420 -2%
MML Investors Services
18
MML Investors Services
Massachusetts
$21.4M +$514K +9,435 +2%
AWA
19
Arkadios Wealth Advisors
Georgia
$19.7M +$2.31M +42,316 +13%
SFS
20
Solitude Financial Services
Virginia
$19.6M +$234K +4,289 +1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$17.2M +$2.74M +50,335 +19%
FAM
22
Flaharty Asset Management
Florida
$15.2M +$271K +4,983 +2%
BCM
23
Brookstone Capital Management
Illinois
$15.1M +$111K +2,032 +0.7%
SF
24
Synovus Financial
Georgia
$14.9M +$214K +3,929 +1%
IWC
25
Integrated Wealth Concepts
Massachusetts
$14.1M +$1.49M +27,362 +12%