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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

315 hedge funds and large institutions have $2.22B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 151 increasing their positions, 105 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-5
Holders Change %
-1.56%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.18%
New
28
Increased
151
Reduced
105
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$291M +$13.2M +261,915 +5%
LPL Financial
2
LPL Financial
California
$254M +$6.29M +124,420 +3%
Wells Fargo
3
Wells Fargo
California
$225M -$14.9M -295,557 -6%
Raymond James Financial
4
Raymond James Financial
Florida
$130M -$17.8M -352,682 -12%
UBS Group
5
UBS Group
Switzerland
$106M +$8.9M +176,147 +9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$96.8M +$3.1M +61,443 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$88M +$4.7M +92,969 +6%
Truist Financial
8
Truist Financial
North Carolina
$65.8M +$5.49M +108,611 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$52.2M +$5.5M +108,912 +12%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$45.7M -$551K -10,905 -1%
KAS
11
Kestra Advisory Services
Texas
$41.8M -$11.5M -227,021 -22%
Osaic Holdings
12
Osaic Holdings
Arizona
$39.2M +$2.79M +55,229 +8%
WWM
13
Wagner Wealth Management
South Carolina
$29.9M +$4.16M +82,388 +16%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$27.1M +$4.44M +87,897 +20%
CIA
15
Capital Investment Advisors
Georgia
$25.4M +$15.9M +314,108 +166%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$19.6M +$1.35M +26,699 +7%
MML Investors Services
17
MML Investors Services
Massachusetts
$19.3M -$1.17M -23,154 -6%
Stifel Financial
18
Stifel Financial
Missouri
$17.6M -$12.5M -247,293 -42%
AWA
19
Arkadios Wealth Advisors
Georgia
$17.1M -$1.78M -35,171 -9%
PA
20
PSI Advisors
Florida
$16.8M +$2.54M +50,364 +18%
CFS
21
Compass Financial Services
Iowa
$16.5M +$659K +13,042 +4%
FAM
22
Flaharty Asset Management
Florida
$15.3M +$1.26M +24,858 +9%
SF
23
Synovus Financial
Georgia
$15.2M +$1.09M +21,608 +8%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$14.7M -$852K -16,869 -5%
IWC
25
Integrated Wealth Concepts
Massachusetts
$14.6M +$235K +4,655 +2%