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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
LNC
51
Lincoln National Corp
Pennsylvania
$445K +$433K +20,267 New
TA
52
TKG Advisors
Indiana
$431K +$419K +19,634 New
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$422K +$100K +4,691 +32%
IP
54
Ignite Planners
California
$399K +$391K +18,324 New
RMAM
55
Raab & Moskowitz Asset Management
New Jersey
$395K +$42.7K +2,000 +13%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$384K +$373K +17,500 New
HAS
57
HBW Advisory Services
California
$363K +$352K +16,515 New
GWSG
58
GPS Wealth Strategies Group
Colorado
$361K +$351K +16,438 New
MIM
59
MTM Investment Management
South Carolina
$345K +$250K +11,700 +293%
MOS
60
MGO One Seven
Ohio
$340K +$330K +15,485 New
MFGM
61
Marshall Financial Group (Maryland)
Maryland
$321K +$311K +14,592 New
ACA
62
Aptus Capital Advisors
Alabama
$292K +$103K +4,805 +57%
DFA
63
DHJJ Financial Advisors
Illinois
$291K +$32.6K +1,529 +13%
SFPG
64
Stonebridge Financial Planning Group
Florida
$290K +$282K +13,204 New
PFS
65
Prospera Financial Services
Texas
$286K +$278K +13,013 New
DAM
66
Derbend Asset Management
Georgia
$278K +$270K +12,632 New
CFGS
67
Concourse Financial Group Securities
Alabama
$267K +$131K +6,151 +104%
C
68
CEDRUS
Colorado
$257K +$250K +11,700 New
AWM
69
Apollon Wealth Management
South Carolina
$254K +$246K +11,542 New
CIAS
70
Capital Investment Advisory Services
North Carolina
$251K +$50.5K +2,368 +26%
CFCI
71
Comprehensive Financial Consultants Institutional
Indiana
$251K +$239K +11,190 New
RPGK
72
Retirement Planning Group (Kansas)
Kansas
$249K +$41.3K +1,935 +21%
WS
73
Wedbush Securities
California
$243K +$236K +11,080 New
USCWA
74
U.S. Capital Wealth Advisors
Texas
$209K +$203K +9,500 New
CA
75
CoreCap Advisors
Michigan
$200K +$195K +9,122 New