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FT Vest Rising Dividend Achievers Target Income ETF

167 hedge funds and large institutions have $616M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 107 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 23

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

11% more funds holding

Funds holding: 151167 (+16)

2% more capital invested

Capital invested by funds: $603M → $616M (+$13.2M)

7.22% less ownership

Funds ownership: 64.49%57.27% (-7.2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
167
Holders Change
+16
Holders Change %
+10.6%
% of All Funds
2.41%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
26
Increased
107
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
101
MGO One Seven
Ohio
$543K -$820K -34,725 -60%
WA
102
Waverly Advisors
Alabama
$531K +$536K +22,723 New
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$514K +$519K +21,987 New
AWA
104
Arkadios Wealth Advisors
Georgia
$497K +$227K +9,627 +83%
RMAM
105
Raab & Moskowitz Asset Management
New Jersey
$479K
TCM
106
Triumph Capital Management
Colorado
$466K +$84.3K +3,572 +22%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$453K +$457K +19,370 New
TA
108
TKG Advisors
Indiana
$433K -$755 -32 -0.2%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$432K +$436K +18,463 New
IGWM
110
ICA Group Wealth Management
Colorado
$417K +$195K +8,277 +87%
CA
111
CoreCap Advisors
Michigan
$406K +$113K +4,775 +38%
EH
112
Equitable Holdings
New York
$402K +$55.6K +2,357 +16%
AWA
113
Acorn Wealth Advisors
Michigan
$385K +$1.56K +66 +0.4%
CFCI
114
Comprehensive Financial Consultants Institutional
Indiana
$373K
TCWM
115
Total Clarity Wealth Management
Illinois
$355K +$358K +15,165 New
EWA
116
EverSource Wealth Advisors
Alabama
$344K -$28.4K -1,203 -8%
AWM
117
AE Wealth Management
Kansas
$343K +$46K +1,947 +15%
RPGK
118
Retirement Planning Group (Kansas)
Kansas
$339K +$75.1K +3,183 +28%
HAS
119
HBW Advisory Services
California
$334K -$33K -1,400 -9%
CIA
120
Concurrent Investment Advisors
Florida
$329K +$332K +14,082 New
IA
121
IFG Advisory
Georgia
$323K +$326K +13,820 New
DFA
122
DHJJ Financial Advisors
Illinois
$314K -$8.36K -354 -3%
IFG
123
Independent Financial Group
California
$302K +$77.4K +3,280 +34%
AI
124
Atria Investments
North Carolina
$299K +$302K +12,789 New
SMC
125
Smith, Moore & Co
Missouri
$290K +$23.8K +1,009 +9%