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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
LPL Financial
1
LPL Financial
California
$106M +$14.9M +629,409 +16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.9M +$2.11M +89,506 +6%
Osaic Holdings
3
Osaic Holdings
Arizona
$32.6M -$264K -11,196 -0.8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29.6M +$4.16M +176,144 +16%
Stifel Financial
5
Stifel Financial
Missouri
$27.8M +$3.9M +165,189 +16%
Truist Financial
6
Truist Financial
North Carolina
$26M +$1.72M +72,881 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$24.5M +$2.09M +88,594 +9%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$20.9M +$2.57M +108,991 +14%
SWC
9
Spectrum Wealth Counsel
Indiana
$20.2M -$1M -42,434 -5%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$17M +$10.7M +454,679 +168%
PNC
11
Park National Corp
Ohio
$14.1M +$1.5M +63,554 +12%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$13.5M +$1.28M +54,432 +10%
PA
13
Pinnacle Associates
New York
$12.6M +$895K +37,905 +8%
PFS
14
Prospera Financial Services
Texas
$12.1M +$1.81M +76,482 +17%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$11.4M +$6.33M +268,185 +122%
SHFP
16
Second Half Financial Partners
Florida
$9.37M +$3.14M +133,132 +50%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$8.89M +$758K +32,133 +9%
EWM
18
Echo Wealth Management
Minnesota
$8.83M +$619K +26,245 +7%
C
19
CEDRUS
Colorado
$8.8M +$1.11M +47,162 +14%
KAS
20
Kestra Advisory Services
Texas
$7.37M -$62.4K -2,642 -0.8%
Mariner
21
Mariner
Kansas
$6.91M +$3.21M +135,844 +85%
MFG
22
Midwest Financial Group
Kansas
$6.18M +$176K +7,469 +3%
HI
23
Harbour Investments
Wisconsin
$5.91M +$160K +6,784 +3%
HighTower Advisors
24
HighTower Advisors
Illinois
$5.83M +$453K +19,194 +8%
IWC
25
Integrated Wealth Concepts
Massachusetts
$5.3M +$869K +36,808 +19%