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FT Vest Rising Dividend Achievers Target Income ETF

151 hedge funds and large institutions have $603M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 25

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

44% more capital invested

Capital invested by funds: $418M → $603M (+$185M)

14% more funds holding

Funds holding: 133151 (+18)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.53% less ownership

Funds ownership: 65.02%64.49% (-0.53%)

Holders
151
Holders Change
+18
Holders Change %
+13.53%
% of All Funds
2.18%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
28
Increased
86
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$5.63M +$546K +23,632 +11%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$5.36M +$5.06M +218,980 New
IWC
28
Integrated Wealth Concepts
Massachusetts
$4.64M +$1.73M +74,651 +65%
PWMAG
29
Pinnacle Wealth Management Advisory Group
New Jersey
$4.56M +$3.13M +135,312 +265%
AAS
30
Avantax Advisory Services
Texas
$4.23M +$1.31M +56,543 +49%
Mariner
31
Mariner
Kansas
$3.91M +$2.33M +100,873 +171%
NFG
32
Nations Financial Group
Iowa
$3.58M +$498K +21,570 +17%
KWM
33
Kingsview Wealth Management
Oregon
$2.72M +$763K +33,028 +42%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$2.53M -$21.1K -915 -0.9%
SI
35
Stephens Inc
Arkansas
$2.5M +$15K +650 +0.6%
GSC
36
G&S Capital
Colorado
$2.49M +$84.6K +3,661 +4%
MAM
37
Milestone Asset Management
Pennsylvania
$2.33M +$2.2M +95,109 New
NA
38
NewEdge Advisors
Louisiana
$2.29M +$299K +12,938 +16%
MWA
39
MN Wealth Advisors
Kansas
$2.28M +$1.07M +46,300 +99%
PG
40
Prostatis Group
Maryland
$2.16M +$2.04M +88,201 New
SPC
41
Sigma Planning Corp
Michigan
$2.09M +$1.23M +53,191 +166%
JP Morgan Chase
42
JP Morgan Chase
New York
$2.01M +$909K +39,334 +92%
SOS
43
Silver Oak Securities
Tennessee
$1.97M +$310K +13,412 +20%
TWM
44
Trueblood Wealth Management
Ohio
$1.96M +$16.9K +730 +0.9%
FIA
45
Foundations Investment Advisors
Arizona
$1.79M +$1.04M +45,167 +160%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.78M +$752K +32,525 +81%
KAS
47
KPP Advisory Services
Kentucky
$1.75M +$1.65M +71,419 New
PFG
48
Prosperity Financial Group
California
$1.74M -$5.24M -226,796 -76%
KPWS
49
Kestra Private Wealth Services
Texas
$1.66M -$3.68M -159,103 -70%
BWM
50
BlackDiamond Wealth Management
New York
$1.64M -$220K -9,506 -12%