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FT Vest SMID Rising Dividend Achievers Target Income ETF
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Overview Fund Activity

82 hedge funds and large institutions have $209M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
42
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$8.21M
2
PAG
2
Private Advisor Group
New Jersey
$5.49M
3
KAS
3
Kestra Advisory Services
Texas
$7.08M
4
RA
4
RiverTree Advisors
Florida
$3.84M
5
OMC
5
Old Mission Capital
Illinois
$1.36M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.7M
2
P
2
&Partners
Tennessee
$262K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.05M
4
WA
4
Whipplewood Advisors
Colorado
$1.18M
5
EA
5
Ergawealth Advisors
Illinois
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$1.59M 77,438 +9,081 +13%
OMC
27
Old Mission Capital
Illinois
$1.36M 66,301 +66,301 New
MIM
28
MTM Investment Management
South Carolina
$1.34M 65,455 +400 +0.6%
IA
29
Integrity Alliance
Iowa
$1.34M 65,265 +13,198 +25%
WA
30
Whipplewood Advisors
Colorado
$1.18M 57,340 -63,917 -53%
IAIM
31
International Assets Investment Management
Florida
$1.12M 54,410 +18,518 +52%
Jane Street
32
Jane Street
New York
$1.1M 53,864 +32,762 +155%
AAP
33
Arax Advisory Partners
Colorado
$1.04M 50,705 +7,762 +18%
MW
34
Maia Wealth
Colorado
$1.03M 50,268 -3,711 -7%
AAS
35
Ameritas Advisory Services
Nebraska
$982K 47,894 -7,376 -13%
SG
36
StoneX Group
New York
$899K 43,809 -3,262 -7%
GIA
37
Gladstone Institutional Advisory
Florida
$862K 42,023 +42,023 New
GSIAS
38
Garden State Investment Advisory Services
New Jersey
$845K 41,185 -5,036 -11%
1W
39
1776 Wealth
Georgia
$796K 38,834 +38,834 New
CIAS
40
Capital Investment Advisory Services
North Carolina
$751K 36,606 +8,563 +31%
CA
41
Cambridge Advisors
Nebraska
$718K 35,029 +13,901 +66%
TA
42
TrueWealth Advisors
Alabama
$605K 29,500 +765 +3%
SOS
43
Silver Oak Securities
Tennessee
$532K 25,943 +876 +3%
NFG
44
Nations Financial Group
Iowa
$532K 25,919 +9,130 +54%
CWP
45
Core Wealth Partners
California
$526K 25,648 +5,452 +27%
SW
46
Schulz Wealth
Texas
$486K 23,700 – –
TWM
47
Trueblood Wealth Management
Ohio
$481K 23,445 +1,637 +8%
MML Investors Services
48
MML Investors Services
Massachusetts
$469K 22,844 +927 +4%
CSP
49
Cary Street Partners
Virginia
$460K 22,426 -17,246 -43%
NLP
50
Next Level Private
New York
$459K 22,403 -3,257 -13%
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