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FT Vest Rising Dividend Achievers Target Income ETF

133 hedge funds and large institutions have $418M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+31
Holders Change %
+30.39%
% of All Funds
1.95%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
35
Increased
58
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EA
26
Ergawealth Advisors
Illinois
$3.65M +$3.41M +147,845 +1,416%
MWS
27
Maxwell Wealth Strategies
California
$3.34M +$3.34M +144,792 New
NFG
28
Nations Financial Group
Iowa
$2.88M +$501K +21,693 +21%
AAS
29
Avantax Advisory Services
Texas
$2.69M +$2.34M +101,540 +683%
IWC
30
Integrated Wealth Concepts
Massachusetts
$2.66M +$331K +14,362 +14%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$2.41M -$40.5K -1,756 -2%
SI
32
Stephens Inc
Arkansas
$2.34M +$270K +11,690 +13%
GSC
33
G&S Capital
Colorado
$2.27M +$43.3K +1,874 +2%
SAM
34
Secure Asset Management
Michigan
$2.12M -$60.6K -2,625 -3%
BRWA
35
B. Riley Wealth Advisors
Florida
$2.02M +$798K +34,575 +65%
NA
36
NewEdge Advisors
Louisiana
$1.86M +$33.9K +1,469 +2%
TWM
37
Trueblood Wealth Management
Ohio
$1.83M +$1.83M +79,449 New
KWM
38
Kingsview Wealth Management
Oregon
$1.8M -$238K -10,300 -12%
AWM
39
AE Wealth Management
Kansas
$1.72M -$4.14M -181,931 -71%
BWM
40
BlackDiamond Wealth Management
New York
$1.71M -$89.7K -3,997 -5%
AWE
41
Avidian Wealth Enterprises
Texas
$1.71M +$160K +6,950 +10%
MOS
42
MGO One Seven
Ohio
$1.7M +$8.19K +355 +0.5%
SOS
43
Silver Oak Securities
Tennessee
$1.55M +$649K +28,139 +72%
CCIA
44
Cherry Creek Investment Advisors
Colorado
$1.48M -$119K -5,161 -7%
GSIAS
45
Garden State Investment Advisory Services
New Jersey
$1.46M -$66.1K -2,865 -4%
SWP
46
Semus Wealth Partners
Florida
$1.36M +$165K +7,153 +14%
Mariner
47
Mariner
Kansas
$1.36M +$492K +21,337 +57%
PAG
48
Private Advisor Group
New Jersey
$1.23M +$44.3K +1,920 +4%
HA
49
Herold Advisors
New York
$1.22M +$20.2K +876 +2%
PWMAG
50
Pinnacle Wealth Management Advisory Group
New Jersey
$1.18M +$431K +18,661 +58%