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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
AWM
126
Apollon Wealth Management
South Carolina
$270K
IAS
127
Insigneo Advisory Services
Florida
$264K +$11.8K +500 +5%
CFGS
128
Concourse Financial Group Securities
Alabama
$258K +$2.05K +87 +0.8%
Envestnet Portfolio Solutions
129
Envestnet Portfolio Solutions
Illinois
$257K +$260K +10,996 New
PFA
130
Plotkin Financial Advisors
Maryland
$257K +$60.4K +2,560 +30%
NLP
131
Next Level Private
New York
$253K +$256K +10,841 New
IAIM
132
International Assets Investment Management
Florida
$253K +$255K +10,800 New
MC
133
Moors & Cabot
Massachusetts
$247K +$250K +10,580 New
APW
134
Aurora Private Wealth
New Jersey
$242K +$5.22K +221 +2%
SWM
135
SeaCrest Wealth Management
New York
$232K +$234K +9,911 New
AA
136
AlphaMark Advisors
Kentucky
$228K +$228K +9,650 +9,650%
USCWA
137
U.S. Capital Wealth Advisors
Texas
$222K
ATS
138
Ashton Thomas Securities
New York
$214K +$218K +9,225 New
IP
139
Ignite Planners
California
$212K
LIA
140
Luken Investment Analytics
Tennessee
$194K +$27.4K +1,161 +16%
ACA
141
Aptus Capital Advisors
Alabama
$164K -$35.4K -1,500 -18%
GWANC
142
Guardian Wealth Advisors (North Carolina)
North Carolina
$164K -$35.4K -1,500 -18%
RIL
143
Rothschild Investment LLC
Illinois
$157K
AAP
144
Arax Advisory Partners
Colorado
$155K +$106K +4,500 +212%
NS
145
NBC Securities
Alabama
$153K +$24.7K +1,047 +19%
TWP
146
Triad Wealth Partners
Kansas
$145K +$146K +6,205 New
TSWM
147
Tyler-Stone Wealth Management
Ohio
$142K +$38.7K +1,640 +37%
PS
148
Principal Securities
Iowa
$100K +$82.9K +3,513 +456%
SPIA
149
Steward Partners Investment Advisory
New York
$97K +$62.6K +2,650 +177%
HGERS
150
Householder Group Estate & Retirement Specialist
Arizona
$78K +$24K +1,018 +43%