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FT Vest Rising Dividend Achievers Target Income ETF

151 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 28 funds opening new positions, 86 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 25

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

44% more capital invested

Capital invested by funds: $418M → $603M (+$185M)

14% more funds holding

Funds holding: 133151 (+18)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.53% less ownership

Funds ownership: 65.02%64.49% (-0.53%)

Holders
151
Holders Change
+18
Holders Change %
+13.53%
% of All Funds
2.18%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
28
Increased
86
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$95.5M +$19.3M +833,732 +27%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.5M +$4.4M +190,553 +15%
GAA
3
Global Assets Advisory
Florida
$36.5M +$19.7M +850,379 +2,333%
Osaic Holdings
4
Osaic Holdings
Arizona
$34.2M +$9.99M +432,454 +44%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$26.7M +$6.59M +285,214 +35%
Truist Financial
6
Truist Financial
North Carolina
$25.4M +$4.7M +203,378 +24%
Stifel Financial
7
Stifel Financial
Missouri
$25M +$5.94M +256,877 +34%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$23.5M +$4.07M +176,208 +23%
SWC
9
Spectrum Wealth Counsel
Indiana
$22.2M +$2.26M +97,900 +12%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$19.2M +$12.7M +551,357 +237%
PNC
11
Park National Corp
Ohio
$13.2M +$1.38M +59,796 +12%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$12.8M +$964K +41,735 +9%
PA
13
Pinnacle Associates
New York
$12.3M +$6.2M +268,217 +114%
CAN
14
Cetera Advisor Networks
California
$10.8M -$128K -5,547 -1%
PFS
15
Prospera Financial Services
Texas
$10.8M +$359K +15,531 +4%
EWM
16
Echo Wealth Management
Minnesota
$8.6M +$196K +8,485 +2%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$8.53M +$3.96M +171,392 +97%
CA
18
Cetera Advisors
Colorado
$8.07M +$2.88M +124,673 +61%
C
19
CEDRUS
Colorado
$8.06M +$1.36M +58,776 +22%
EA
20
Ergawealth Advisors
Illinois
$8.04M +$3.93M +169,988 +107%
KAS
21
Kestra Advisory Services
Texas
$7.78M +$314K +13,591 +4%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$6.63M +$110K +4,781 +2%
SHFP
23
Second Half Financial Partners
Florida
$6.55M +$6.18M +267,470 New
MFG
24
Midwest Financial Group
Kansas
$6.29M -$437K -18,903 -7%
HI
25
Harbour Investments
Wisconsin
$6.03M +$1.67M +72,053 +41%