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FT Vest Rising Dividend Achievers Target Income ETF

249 hedge funds and large institutions have $1.36B invested in FT Vest Rising Dividend Achievers Target Income ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 149 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 56

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

16% more capital invested

Capital invested by funds: $1.17B → $1.36B (+$185M)

2% more funds holding

Funds holding: 245249 (+4)

0.35% less ownership

Funds ownership: 58.26%57.91% (-0.35%)

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
3.27%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
26
Increased
149
Reduced
56
Closed
14
Calls
$259K
Puts
Net Calls
+$259K
Net Calls Change
-$490K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$240M +$37.1M +1,468,585 +19%
Raymond James Financial
2
Raymond James Financial
Florida
$77.6M +$10.5M +414,227 +16%
Wells Fargo
3
Wells Fargo
California
$68.2M +$6.72M +266,341 +11%
Stifel Financial
4
Stifel Financial
Missouri
$57.4M +$1.92M +76,224 +4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$54.2M +$14.5M +576,062 +38%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$50.8M +$2.95M +117,089 +6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$50.1M +$2.85M +113,066 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$37.9M +$6.92M +274,434 +23%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$24.9M -$1.45M -57,480 -6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$23.9M +$7.82M +309,852 +51%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$23.5M +$5.58M +221,337 +32%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$22.1M -$35.7K -1,413 -0.2%
KAS
13
Kestra Advisory Services
Texas
$20.9M +$4.08M +161,874 +25%
PA
14
Pinnacle Associates
New York
$20.7M +$686K +27,181 +4%
PFS
15
Prospera Financial Services
Texas
$19.5M +$1.76M +69,783 +10%
PNC
16
Park National Corp
Ohio
$17.9M -$610K -24,166 -3%
MFG
17
Merit Financial Group
Georgia
$16.7M +$16.3M +646,003 New
SHFP
18
Second Half Financial Partners
Florida
$16.2M -$153K -6,072 -1%
LIA
19
Luken Investment Analytics
Tennessee
$16.2M +$3.82M +151,442 +32%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$16M +$695K +27,535 +5%
AWC
21
Adamsbrown Wealth Consultants
Kansas
$15.4M +$1.37M +54,333 +10%
HI
22
Harbour Investments
Wisconsin
$15.3M +$686K +27,172 +5%
PCIA
23
Prime Capital Investment Advisors
Kansas
$15.3M +$663K +26,264 +5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$15.2M +$333K +13,191 +2%
VA
25
VestGen Advisors
Illinois
$14.5M +$679K +26,910 +5%