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FT Vest Rising Dividend Achievers Target Income ETF

280 hedge funds and large institutions have $1.7B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 174 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 58

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

11% more capital invested

Capital invested by funds: $1.54B → $1.7B (+$166M)

1.5% more ownership

Funds ownership: 59.11%60.61% (+1.5%)

0% less funds holding

Funds holding: 281280 (-1)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
280
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.45%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.16%
New
28
Increased
174
Reduced
58
Closed
23
Calls
$1.28M
Puts
Net Calls
+$1.28M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$290M +$34.8M +1,301,363 +13%
Wells Fargo
2
Wells Fargo
California
$96.1M +$22.2M +832,357 +28%
Raymond James Financial
3
Raymond James Financial
Florida
$90.9M -$5.43M -203,016 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$63.3M +$7.93M +296,590 +14%
Stifel Financial
5
Stifel Financial
Missouri
$62.7M +$5.22M +195,372 +9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$62.5M +$8.72M +326,378 +15%
Osaic Holdings
7
Osaic Holdings
Arizona
$55.7M +$2.34M +87,573 +4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$51.5M +$1.11M +41,343 +2%
KAS
9
Kestra Advisory Services
Texas
$32.2M +$6.67M +249,373 +25%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$30.1M +$4.74M +177,292 +18%
IAA
11
Independent Advisor Alliance
North Carolina
$29.3M +$30.7M +1,146,879 New
HI
12
Harbour Investments
Wisconsin
$23.9M +$8.19M +306,371 +49%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$23.3M -$2.78M -104,107 -10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$21.8M -$1.72M -64,265 -7%
PA
15
Pinnacle Associates
New York
$21.5M +$165K +6,177 +0.7%
AAP
16
Arax Advisory Partners
Colorado
$19.5M +$896K +33,503 +5%
MFG
17
Merit Financial Group
Georgia
$18.6M +$1.5M +55,961 +8%
PNC
18
Park National Corp
Ohio
$17.4M +$179K +6,715 +1%
PFS
19
Prospera Financial Services
Texas
$17.3M +$3.2M +119,754 +21%
AWC
20
Adamsbrown Wealth Consultants
Kansas
$17.2M +$694K +25,958 +4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$17M +$1M +37,515 +6%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$16.8M -$1.08M -40,520 -6%
SHFP
23
Second Half Financial Partners
Florida
$16M
PCIA
24
Prime Capital Investment Advisors
Kansas
$15.9M +$261K +9,752 +2%
SWP
25
Stratos Wealth Partners
Ohio
$15.7M +$9.69M +362,521 +144%