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FT Vest Rising Dividend Achievers Target Income ETF

229 hedge funds and large institutions have $1.02B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 134 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 50

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more capital invested

Capital invested by funds: $929M → $1.02B (+$94M)

2% more funds holding

Funds holding: 225229 (+4)

2.42% less ownership

Funds ownership: 59.5%57.07% (-2.4%)

Holders
229
Holders Change
+4
Holders Change %
+1.78%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
30
Increased
134
Reduced
50
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$163M +$22.5M +912,535 +15%
Raymond James Financial
2
Raymond James Financial
Florida
$51.7M +$13.9M +561,929 +35%
Wells Fargo
3
Wells Fargo
California
$49.6M +$12.2M +492,566 +31%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$40.3M +$1.47M +59,709 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$39.7M +$12M +487,625 +41%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$39.3M -$334K -13,544 -0.8%
Stifel Financial
7
Stifel Financial
Missouri
$34.9M +$326K +13,200 +0.9%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$32.3M +$4.7M +190,323 +16%
Truist Financial
9
Truist Financial
North Carolina
$31.6M -$1.13M -45,564 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$27.8M +$1.5M +60,791 +5%
SWC
11
Spectrum Wealth Counsel
Indiana
$25.2M +$273K +11,046 +1%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$21.9M +$2.91M +117,772 +15%
PA
13
Pinnacle Associates
New York
$17.4M +$2.57M +104,096 +17%
PNC
14
Park National Corp
Ohio
$16.6M +$239K +9,660 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$15.9M +$527K +21,346 +3%
LIA
16
Luken Investment Analytics
Tennessee
$15.9M +$7.07M +286,132 +75%
SHFP
17
Second Half Financial Partners
Florida
$14.7M -$2.82M -114,230 -16%
PFS
18
Prospera Financial Services
Texas
$13.8M +$3.4M +137,474 +31%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$13.1M +$1.19M +48,291 +10%
APWA
20
Atlas Private Wealth Advisors
New Jersey
$12.6M +$12.4M +504,035 +1,793%
AAP
21
Arax Advisory Partners
Colorado
$12.4M -$12.7M -513,198 -49%
HI
22
Harbour Investments
Wisconsin
$12.1M +$1.2M +48,438 +10%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$11.9M -$675K -27,337 -5%
VA
24
VestGen Advisors
Illinois
$11.6M +$12M +487,590 New
KAS
25
Kestra Advisory Services
Texas
$11.1M -$2.65M -107,236 -19%