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FT Vest Rising Dividend Achievers Target Income ETF

191 hedge funds and large institutions have $769M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 4

236% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 33

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

25% more capital invested

Capital invested by funds: $616M → $769M (+$153M)

14% more funds holding

Funds holding: 167191 (+24)

0.44% less ownership

Funds ownership: 57.27%56.82% (-0.44%)

Holders
191
Holders Change
+24
Holders Change %
+14.37%
% of All Funds
2.74%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
32
Increased
111
Reduced
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$131M +$18.9M +786,394 +17%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$43.8M +$4.74M +197,384 +13%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$36.6M +$5.32M +221,583 +18%
Osaic Holdings
4
Osaic Holdings
Arizona
$35.5M +$1.07M +44,575 +3%
Stifel Financial
5
Stifel Financial
Missouri
$32.3M +$2.93M +122,266 +10%
Truist Financial
6
Truist Financial
North Carolina
$31.6M +$4.15M +172,994 +16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$28.4M +$2.49M +103,669 +10%
SWC
8
Spectrum Wealth Counsel
Indiana
$26M +$4.55M +189,767 +22%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$25.8M +$3.64M +151,830 +17%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$18.6M +$667K +27,803 +4%
Wells Fargo
11
Wells Fargo
California
$18M +$17.5M +729,942 +46,111%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$16.6M +$4.52M +188,461 +39%
PNC
13
Park National Corp
Ohio
$16.3M +$1.4M +58,245 +10%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$13.6M -$587K -24,449 -4%
RJA
15
Raymond James & Associates
Florida
$11.4M +$7.98M +332,445 +256%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$10.2M +$844K +35,172 +9%
HI
17
Harbour Investments
Wisconsin
$10.1M +$3.73M +155,679 +62%
C
18
CEDRUS
Colorado
$9.94M +$650K +27,085 +7%
EWM
19
Echo Wealth Management
Minnesota
$9.86M +$494K +20,595 +5%
PFS
20
Prospera Financial Services
Texas
$9.65M -$3M -124,996 -24%
SHFP
21
Second Half Financial Partners
Florida
$9.54M -$321K -13,379 -3%
LIA
22
Luken Investment Analytics
Tennessee
$9.44M +$8.99M +374,698 +4,517%
KAS
23
Kestra Advisory Services
Texas
$8.72M +$934K +38,928 +12%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$8.1M +$3.7M +154,321 +89%
IWC
25
Integrated Wealth Concepts
Massachusetts
$6.9M +$1.29M +53,581 +24%