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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

302 hedge funds and large institutions have $2.08B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 116 increasing their positions, 126 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 126

3.45% less ownership

Funds ownership: 59.97%56.52% (-3.4%)

4% less funds holding

Funds holding: 315302 (-13)

8% less capital invested

Capital invested by funds: $2.26B → $2.08B (-$171M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

14% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 37

Holders
302
Holders Change
-13
Holders Change %
-4.13%
% of All Funds
3.96%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
32
Increased
116
Reduced
126
Closed
37
Calls
$26.1M
Puts
Net Calls
+$26.1M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$297M +$16M +321,076 +6%
Morgan Stanley
2
Morgan Stanley
New York
$288M -$12.9M -259,042 -4%
Wells Fargo
3
Wells Fargo
California
$205M +$505K +10,123 +0.2%
Raymond James Financial
4
Raymond James Financial
Florida
$124M -$6.98M -139,972 -5%
UBS Group
5
UBS Group
Switzerland
$113M +$4.76M +95,452 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$87.3M -$2.26M -45,360 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$77.9M -$13.4M -267,884 -15%
Truist Financial
8
Truist Financial
North Carolina
$65.5M +$410K +8,235 +0.6%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$50.6M +$4.33M +86,787 +9%
Osaic Holdings
10
Osaic Holdings
Arizona
$37.9M -$2.96M -59,340 -7%
WWMSC
11
Wagner Wealth Management (South Carolina)
South Carolina
$29M -$1.6M -32,095 -5%
Stifel Financial
12
Stifel Financial
Missouri
$22.9M +$687K +13,789 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$21.5M -$31.3M -627,736 -59%
PA
14
PSI Advisors
Florida
$20.3M +$20.5M +411,689 New
CFS
15
Compass Financial Services
Iowa
$17.3M +$793K +15,911 +5%
MML Investors Services
16
MML Investors Services
Massachusetts
$16.9M -$3.37M -67,680 -17%
FAM
17
Flaharty Asset Management
Florida
$16.5M +$725K +14,554 +5%
BCM
18
Brookstone Capital Management
Illinois
$15.9M -$342K -6,860 -2%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$15.7M -$2.98M -59,751 -16%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$15.6M +$556K +11,149 +4%
AWA
21
Arkadios Wealth Advisors
Georgia
$15.3M +$324K +6,492 +2%
KAS
22
Kestra Advisory Services
Texas
$14.2M -$638K -12,794 -4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$14M -$8.92M -178,953 -39%
CAS
24
Coppell Advisory Solutions
Texas
$13.9M -$195K -3,907 -1%
SFS
25
Solitude Financial Services
Virginia
$12.9M +$200K +4,010 +2%

KNG Hedge Fund Activity: Q3 2025 in Review

302 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q3 2025, worth a combined $2.08B — down 7.6% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of KNG and 32 opened new positions — a net loss of 5 holders — while 126 trimmed existing stakes and 116 added.

The largest buyer was PSI Advisors, opening a new position worth an estimated $20.5M. The largest seller was Teamwork Financial Advisors, cutting an estimated $37.7M.

  • 302 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q3 2025, down from 315 in Q2 2025.
  • Funds reported $2.08B of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q3 2025, down 7.6% quarter-over-quarter.
  • 32 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q3 2025 and 37 closed out, a net change of -5 holders.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q3 2025 was PSI Advisors, an estimated $20.5M added.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q3 2025 was Teamwork Financial Advisors, an estimated $37.7M sold.

Based on aggregated 13F filings for Q3 2025.