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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

317 hedge funds and large institutions have $1.92B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 145 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 302317 (+15)

0.33% less ownership

Funds ownership: 56.52%56.18% (-0.33%)

8% less capital invested

Capital invested by funds: $2.08B → $1.92B (-$167M)

37% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 145

Holders
317
Holders Change
+15
Holders Change %
+4.97%
% of All Funds
3.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
49
Increased
92
Reduced
145
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$280M -$16.1M -327,532 -5%
Morgan Stanley
2
Morgan Stanley
New York
$264M -$23M -468,393 -8%
Wells Fargo
3
Wells Fargo
California
$167M -$36.4M -743,632 -18%
Raymond James Financial
4
Raymond James Financial
Florida
$106M -$17.5M -357,031 -14%
UBS Group
5
UBS Group
Switzerland
$104M -$9.29M -189,438 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$64.5M -$13.1M -267,153 -17%
Truist Financial
7
Truist Financial
North Carolina
$58.8M -$6.47M -132,078 -10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$58.3M -$28.6M -584,083 -33%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$52.4M +$1.94M +39,677 +4%
SFG
10
Southern Financial Group
Alabama
$29.5M +$29.4M +600,768 New
Osaic Holdings
11
Osaic Holdings
Arizona
$29M -$8.41M -171,497 -23%
WWMSC
12
Wagner Wealth Management (South Carolina)
South Carolina
$26.1M -$2.77M -56,414 -10%
CIA
13
Capital Investment Advisors
Georgia
$25.4M +$25.3M +516,539 New
PA
14
PSI Advisors
Florida
$21.2M +$938K +19,147 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$20.1M -$1.31M -26,748 -6%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$18.8M +$3.11M +63,380 +20%
FAM
17
Flaharty Asset Management
Florida
$17.5M +$1.03M +21,047 +6%
CFS
18
Compass Financial Services
Iowa
$17.3M -$15.2K -310 -0.1%
BCM
19
Brookstone Capital Management
Illinois
$16.1M +$245K +4,999 +2%
KAS
20
Kestra Advisory Services
Texas
$15.9M +$1.69M +34,480 +12%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$15.3M -$253K -5,159 -2%
Stifel Financial
22
Stifel Financial
Missouri
$14.9M -$7.88M -160,695 -35%
CAS
23
Coppell Advisory Solutions
Texas
$14.1M +$131K +2,671 +0.9%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$13.1M -$854K -17,429 -6%
SFS
25
Solitude Financial Services
Virginia
$12.7M -$116K -2,362 -0.9%