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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

320 hedge funds and large institutions have $2.96B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 157 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+35
Holders Change %
+12.28%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
62
Increased
157
Reduced
77
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$757M +$92.9M +1,851 +14%
Morgan Stanley
2
Morgan Stanley
New York
$276M +$30.8M +612,717 +13%
LPL Financial
3
LPL Financial
California
$246M +$18.8M +374,213 +8%
Wells Fargo
4
Wells Fargo
California
$238M +$10.3M +204,801 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$147M +$147M +2,932,418 New
UBS Group
6
UBS Group
Switzerland
$96.5M +$2.67M +53,257 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$93.1M +$9.87M +196,499 +12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$82.8M +$7.25M +144,331 +10%
Truist Financial
9
Truist Financial
North Carolina
$59.9M +$6.03M +120,031 +11%
KAS
10
Kestra Advisory Services
Texas
$53M +$8.05M +160,358 +18%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$46.5M +$4.85M +96,579 +12%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$46M +$2.96M +59,041 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$36.2M +$7.01M +139,559 +24%
Stifel Financial
14
Stifel Financial
Missouri
$29.9M -$5.65M -112,432 -16%
WWM
15
Wagner Wealth Management
South Carolina
$25.6M +$720K +14,330 +3%
CAS
16
Coppell Advisory Solutions
Texas
$23M +$1.63M +32,627 +8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$22.5M +$1.36M +27,017 +6%
MML Investors Services
18
MML Investors Services
Massachusetts
$20.3M +$542K +10,796 +3%
AWA
19
Arkadios Wealth Advisors
Georgia
$18.8M +$646K +12,869 +4%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$18.1M +$7.41M +147,600 +69%
SFS
21
Solitude Financial Services
Virginia
$17.8M -$321K -6,393 -2%
CFS
22
Compass Financial Services
Iowa
$15.7M +$15.7M +313,390 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$15.5M -$354K -7,044 -2%
BCM
24
Brookstone Capital Management
Illinois
$15.2M +$1.29M +25,685 +9%
IWC
25
Integrated Wealth Concepts
Massachusetts
$14.2M +$1.24M +24,751 +10%