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FT Vest Rising Dividend Achievers Target Income ETF

80 hedge funds and large institutions have $188M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 33 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 3

740% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 5

356% more capital invested

Capital invested by funds: $41.3M → $188M (+$147M)

86% more funds holding

Funds holding: 4380 (+37)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8.48% more ownership

Funds ownership: 66.95%75.43% (+8.5%)

Holders
80
Holders Change
+37
Holders Change %
+86.05%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
42
Increased
33
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Nations Financial Group
Iowa
$1.89M +$1.83M +85,942 New
FHC
27
First Heartland Consultants
Missouri
$1.63M +$1.58M +74,167 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.62M +$1.26M +58,937 +404%
IWC
29
Integrated Wealth Concepts
Massachusetts
$1.6M +$709K +33,237 +84%
Jane Street
30
Jane Street
New York
$1.53M +$1.49M +69,641 New
KWM
31
Kingsview Wealth Management
Oregon
$1.5M +$382K +17,913 +36%
BWM
32
BlackDiamond Wealth Management
New York
$1.49M +$220K +10,332 +19%
PWS
33
Precision Wealth Strategies
Missouri
$1.41M -$119K -5,570 -8%
GSIAS
34
Garden State Investment Advisory Services
New Jersey
$1.4M +$135K +6,330 +11%
HA
35
Herold Advisors
New York
$1.12M +$1.09M +51,094 New
BRWA
36
B. Riley Wealth Advisors
Florida
$1.01M +$180K +8,437 +22%
NA
37
NewEdge Advisors
Louisiana
$983K +$212K +9,928 +29%
JP Morgan Chase
38
JP Morgan Chase
New York
$869K +$4.91K +230 +0.6%
GS
39
GTS Securities
New York
$834K +$810K +37,958 New
PAG
40
Private Advisor Group
New Jersey
$756K +$734K +34,393 New
MML Investors Services
41
MML Investors Services
Massachusetts
$725K +$704K +33,006 New
AW
42
Atlas Wealth
Ohio
$720K +$675K +31,621 New
SWP
43
Semus Wealth Partners
Florida
$684K +$665K +31,151 New
KAS
44
Kestra Advisory Services
Texas
$623K +$606K +28,374 New
KCFA
45
Key Client Fiduciary Advisors
New Jersey
$596K +$356K +16,678 +160%
AWE
46
Avidian Wealth Enterprises
Texas
$587K +$570K +26,721 New
APWA
47
Atlas Private Wealth Advisors
New Jersey
$519K +$504K +23,630 New
IA
48
Insight Advisors
Pennsylvania
$494K +$73.3K +3,433 +18%
PWMAG
49
Pinnacle Wealth Management Advisory Group
New Jersey
$480K +$466K +21,850 New
JWCA
50
J.W. Cole Advisors
Florida
$459K +$200K +9,369 +81%