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FT Vest Rising Dividend Achievers Target Income ETF

191 hedge funds and large institutions have $769M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 4

236% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 33

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

25% more capital invested

Capital invested by funds: $616M → $769M (+$153M)

14% more funds holding

Funds holding: 167191 (+24)

0.44% less ownership

Funds ownership: 57.27%56.82% (-0.44%)

Holders
191
Holders Change
+24
Holders Change %
+14.37%
% of All Funds
2.74%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
32
Increased
111
Reduced
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
76
Sequent Planning
Nebraska
$1.36M +$153K +6,368 +13%
AWA
77
ARQ Wealth Advisors
Arizona
$1.35M +$92.4K +3,850 +8%
MSAM
78
Moloney Securities Asset Management
Missouri
$1.33M +$413K +17,223 +47%
HA
79
Herold Advisors
New York
$1.33M +$6.5K +271 +0.5%
VL
80
Vima LLC
Michigan
$1.32M +$203K +8,453 +19%
BRWA
81
B. Riley Wealth Advisors
Florida
$1.29M -$842K -35,107 -40%
AAS
82
Ameritas Advisory Services
Nebraska
$1.25M +$97.1K +4,046 +9%
KPWS
83
Kestra Private Wealth Services
Texas
$1.25M -$73.7K -3,071 -6%
CW
84
CreativeOne Wealth
Kansas
$1.19M +$1.16M +48,173 New
SFPG
85
Stonebridge Financial Planning Group
Florida
$1.19M -$44.4K -1,851 -4%
AFG
86
Atomi Financial Group
New York
$1.18M -$192 -8 -0%
BFG
87
Beacon Financial Group
Texas
$1.18M +$55.3K +2,307 +5%
SW
88
SteelPeak Wealth
California
$1.17M -$31.2K -1,300 -3%
SAM
89
Secure Asset Management
Michigan
$1.15M +$34.1K +1,422 +3%
MIM
90
MTM Investment Management
South Carolina
$1.14M +$4.8K +200 +0.4%
GIA
91
Gladstone Institutional Advisory
Florida
$1.07M +$120K +5,002 +13%
MWS
92
Maxwell Wealth Strategies
California
$1.06M -$20.4K -850 -2%
GWSG
93
GPS Wealth Strategies Group
Colorado
$1.05M +$7.89K +329 +0.8%
WWM
94
Western Wealth Management
Colorado
$1.01M +$84K +3,503 +9%
MFGM
95
Marshall Financial Group (Maryland)
Maryland
$944K +$25.2K +1,051 +3%
ATPW
96
Ashton Thomas Private Wealth
Arizona
$914K +$848K +35,356 +2,024%
OMC
97
Old Mission Capital
Illinois
$910K +$129K +5,382 +17%
GSIAS
98
Garden State Investment Advisory Services
New Jersey
$904K +$49.5K +2,065 +6%
QCIG
99
Quad-Cities Investment Group
Iowa
$901K +$184K +7,666 +27%
GAA
100
Global Assets Advisory
Florida
$892K +$874K +36,450 New