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FT Vest Rising Dividend Achievers Target Income ETF

150 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 27 funds opening new positions, 86 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+17
Holders Change %
+12.78%
% of All Funds
2.17%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
86
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
51
Semus Wealth Partners
Florida
$1.6M +$155K +6,319 +11%
PAG
52
Private Advisor Group
New Jersey
$1.5M +$192K +7,854 +15%
DADC
53
D.A. Davidson & Co
Montana
$1.47M +$637K +26,034 +77%
MOS
54
MGO One Seven
Ohio
$1.42M -$381K -15,575 -21%
SP
55
Sequent Planning
Nebraska
$1.32M +$1.32M +53,940 New
HA
56
Herold Advisors
New York
$1.3M +$4.53K +185 +0.3%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$1.25M +$181K +7,377 +17%
MML Investors Services
58
MML Investors Services
Massachusetts
$1.17M +$293K +11,987 +34%
CAL
59
Capital Analysts LLC
Pennsylvania
$1.14M +$468K +19,131 +70%
CCIA
60
Cherry Creek Investment Advisors
Colorado
$1.13M -$439K -17,940 -28%
DIM
61
Delta Investment Management
California
$1.13M -$47.5K -1,940 -4%
SAM
62
Secure Asset Management
Michigan
$1.12M -$1.13M -46,199 -50%
BRWA
63
B. Riley Wealth Advisors
Florida
$1.12M -$728K -34,575 -40%
GSIAS
64
Garden State Investment Advisory Services
New Jersey
$1.07M -$465K -19,100 -30%
MIM
65
MTM Investment Management
South Carolina
$1.05M +$115K +4,685 +12%
MWS
66
Maxwell Wealth Strategies
California
$1.02M -$2.37M -101,284 -70%
AWA
67
ARQ Wealth Advisors
Arizona
$1M +$1M +40,903 New
AAS
68
Ameritas Advisory Services
Nebraska
$997K +$773K +32,460 +344%
RA
69
RFG Advisory
Alabama
$991K +$735K +30,041 +288%
BFG
70
Beacon Financial Group
Texas
$963K +$495K +20,233 +106%
CW
71
CreativeOne Wealth
Kansas
$945K +$945K +38,595 New
CIAS
72
Capital Investment Advisory Services
North Carolina
$942K +$363K +14,829 +63%
GWSG
73
GPS Wealth Strategies Group
Colorado
$940K +$156K +6,390 +20%
SFPG
74
Stonebridge Financial Planning Group
Florida
$932K +$83.6K +3,417 +10%
SSB
75
Sandy Spring Bank
Maryland
$920K +$4.33K +177 +0.5%