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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
LPL Financial
1
LPL Financial
California
$41.7M +$40.5M +1,897,918 New
Osaic Holdings
2
Osaic Holdings
Arizona
$18.7M +$7.69M +360,403 +73%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.9M +$7.45M +349,270 +181%
Stifel Financial
4
Stifel Financial
Missouri
$6.88M +$6.38M +298,933 +2,136%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.22M +$6M +280,977 +12,812%
MFG
6
Midwest Financial Group
Kansas
$6.15M +$5.97M +279,967 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.32M +$1.46M +68,250 +39%
Truist Financial
8
Truist Financial
North Carolina
$5.32M +$3.01M +141,038 +140%
AWM
9
AE Wealth Management
Kansas
$4.68M +$4.55M +213,016 New
PNC
10
Park National Corp
Ohio
$4.53M +$4.4M +206,323 New
KPWS
11
Kestra Private Wealth Services
Texas
$4.5M +$3.97M +186,129 +1,008%
SHFP
12
Second Half Financial Partners
Florida
$4.21M +$4.09M +191,791 New
EWM
13
Echo Wealth Management
Minnesota
$3.94M -$166K -7,795 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.7M +$3.34M +156,526 +1,317%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.7M +$3.59M +168,270 New
CA
16
Cetera Advisors
Colorado
$2.94M +$2.1M +98,505 +277%
CAN
17
Cetera Advisor Networks
California
$2.69M +$2.01M +94,207 +333%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.49M +$1.01M +47,253 +71%
PA
19
Pinnacle Associates
New York
$2.33M +$1.72M +80,655 +318%
PFG
20
Prosperity Financial Group
California
$2.18M +$2.12M +99,175 New
GSC
21
G&S Capital
Colorado
$2.16M +$2.1M +98,407 New
HI
22
Harbour Investments
Wisconsin
$2.15M +$2.02M +94,629 +3,060%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$2.13M +$2.07M +97,158 New
SAM
24
Secure Asset Management
Michigan
$2.04M +$1.99M +93,030 New
SI
25
Stephens Inc
Arkansas
$1.92M +$1.17M +54,975 +171%