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FT Vest SMID Rising Dividend Achievers Target Income ETF

83 hedge funds and large institutions have $210M 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, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.11%
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
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NLP
51
Next Level Private
New York
$459K -$66.8K -3,257 -13%
AWM
52
AE Wealth Management
Kansas
$431K -$122K -5,930 -22%
CIA
53
Concurrent Investment Advisors
Florida
$413K +$180K +8,782 +77%
FA
54
Faithward Advisors
Pennsylvania
$406K +$10.7K +520 +3%
BWP
55
Balboa Wealth Partners
Arizona
$380K +$165K +8,054 +77%
HighTower Advisors
56
HighTower Advisors
Illinois
$360K +$246 +12 +0.1%
TA
57
TKG Advisors
Indiana
$342K +$49.7K +2,422 +17%
AI
58
Atria Investments
North Carolina
$340K -$21.1K -1,027 -6%
OIA
59
OneDigital Investment Advisors
Kansas
$299K +$54.4K +2,650 +22%
SF
60
Synovus Financial
Georgia
$297K +$34.8K +1,695 +13%
CW
61
CreativeOne Wealth
Kansas
$295K -$159K -7,763 -35%
ASN
62
Advisory Services Network
Georgia
$295K +$59.1K +2,841 +25%
CAL
63
Capital Analysts LLC
Pennsylvania
$294K +$1.74K +85 +0.6%
KPWS
64
Kestra Private Wealth Services
Texas
$293K -$109K -5,330 -27%
NG
65
Novem Group
New York
$285K +$285K +13,901 New
AWS
66
Atria Wealth Solutions
New York
$285K -$11.8K -574 -4%
P
67
&Partners
Tennessee
$262K -$2.48M -120,736 -90%
IWN
68
Independent Wealth Network
Iowa
$256K -$7.04K -343 -3%
BCI
69
Brinker Capital Investments
Pennsylvania
$205K +$205K +10,016 New
LMKC
70
L.M. Kohn & Company
Ohio
$204K -$24.1K -1,175 -11%
IWC
71
Integrated Wealth Concepts
Massachusetts
$202K +$202K +9,845 New
NA
72
NewEdge Advisors
Louisiana
$122K +$122K +5,932 New
Morgan Stanley
73
Morgan Stanley
New York
$104K +$2.2K +107 +2%
PS
74
Principal Securities
Iowa
$79.7K +$72.6K +3,540 +1,023%
NS
75
NBC Securities
Alabama
$48K +$2.99K +147 +7%