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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

315 hedge funds and large institutions have $2.26B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 140 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 113

1% more capital invested

Capital invested by funds: $2.23B → $2.26B (+$25.2M)

0.34% less ownership

Funds ownership: 60.31%59.97% (-0.34%)

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

2% less funds holding

Funds holding: 321315 (-6)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
315
Holders Change
-6
Holders Change %
-1.87%
% of All Funds
4.15%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
30
Increased
140
Reduced
113
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$299M +$16.2M +333,605 +6%
LPL Financial
2
LPL Financial
California
$280M +$33.1M +680,959 +14%
Wells Fargo
3
Wells Fargo
California
$203M -$14.9M -306,695 -7%
Raymond James Financial
4
Raymond James Financial
Florida
$130M +$3.48M +71,560 +3%
UBS Group
5
UBS Group
Switzerland
$108M +$5.17M +106,304 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$90.7M -$3.34M -68,779 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$89.1M +$3.54M +72,888 +4%
Truist Financial
8
Truist Financial
North Carolina
$64.8M +$869K +17,866 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$52.2M +$1.41M +29,046 +3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$46.1M +$1.65M +33,913 +4%
TFA
11
Teamwork Financial Advisors
Texas
$40.7M +$40.3M +829,178 New
Osaic Holdings
12
Osaic Holdings
Arizona
$40.3M +$2.11M +43,417 +6%
WWMSC
13
Wagner Wealth Management (South Carolina)
South Carolina
$30.4M +$1.33M +27,374 +5%
CIA
14
Capital Investment Advisors
Georgia
$25.6M +$850K +17,479 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$22.7M -$3.54M -72,782 -14%
Stifel Financial
16
Stifel Financial
Missouri
$22.1M +$5M +102,796 +30%
MML Investors Services
17
MML Investors Services
Massachusetts
$20.1M +$1.39M +28,563 +7%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$18.6M -$447K -9,182 -2%
APWA
19
Atlas Private Wealth Advisors
New Jersey
$17.1M +$7.5M +154,286 +79%
CFS
20
Compass Financial Services
Iowa
$16.5M +$438K +9,001 +3%
SF
21
Synovus Financial
Georgia
$16.3M +$1.51M +30,956 +10%
BCM
22
Brookstone Capital Management
Illinois
$16.2M +$2.04M +41,983 +15%
FWM
23
Foguth Wealth Management
Michigan
$16.1M +$11.6M +239,293 +271%
SAW
24
Signal Advisors Wealth
Michigan
$15.9M +$11.4M +234,545 +260%
FAM
25
Flaharty Asset Management
Florida
$15.7M +$846K +17,396 +6%

KNG Hedge Fund Activity: Q2 2025 in Review

315 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q2 2025, worth a combined $2.26B — up 1.1% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of KNG and 30 opened new positions — a net loss of 2 holders — while 113 trimmed existing stakes and 140 added.

The largest buyer was Teamwork Financial Advisors, opening a new position worth an estimated $40.3M. The largest seller was Kestra Advisory Services, cutting an estimated $25.6M.

  • 315 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q2 2025, down from 321 in Q1 2025.
  • Funds reported $2.26B of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q2 2025, up 1.1% quarter-over-quarter.
  • 30 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q2 2025 and 32 closed out, a net change of -2 holders.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q2 2025 was Teamwork Financial Advisors, an estimated $40.3M added.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q2 2025 was Kestra Advisory Services, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2025.