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FT Vest SMID Rising Dividend Achievers Target Income ETF

82 hedge funds and large institutions have $246M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
51
Schulz Wealth
Texas
$512K
CIA
52
Concurrent Investment Advisors
Florida
$502K
BCI
53
Brinker Capital Investments
Pennsylvania
$496K
MML Investors Services
54
MML Investors Services
Massachusetts
$494K
CAL
55
Capital Analysts LLC
Pennsylvania
$489K
BWP
56
Balboa Wealth Partners
Arizona
$449K
FA
57
Faithward Advisors
Pennsylvania
$396K
AWM
58
AE Wealth Management
Kansas
$367K
TA
59
TKG Advisors
Indiana
$366K
ASN
60
Advisory Services Network
Georgia
$325K
AI
61
Atria Investments
North Carolina
$323K
IWC
62
Integrated Wealth Concepts
Massachusetts
$317K
OIA
63
OneDigital Investment Advisors
Kansas
$315K
KPWS
64
Kestra Private Wealth Services
Texas
$309K
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$287K
JWCA
66
J.W. Cole Advisors
Florida
$267K
CSP
67
Cary Street Partners
Virginia
$243K
JIP
68
Jaffetilchin Investment Partners
Florida
$216K
TCM
69
Triumph Capital Management
Colorado
$215K
AW
70
Atlas Wealth
Ohio
$205K
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$190K
NA
72
NewEdge Advisors
Louisiana
$151K
Morgan Stanley
73
Morgan Stanley
New York
$113K
PS
74
Principal Securities
Iowa
$83.1K
FFA
75
Farther Finance Advisors
California
$59.5K