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FT Vest SMID Rising Dividend Achievers Target Income ETF

84 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, 45 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
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
SA
52
Sanctuary Advisors
Indiana
$510K
CIA
53
Concurrent Investment Advisors
Florida
$502K
BCI
54
Brinker Capital Investments
Pennsylvania
$496K
MML Investors Services
55
MML Investors Services
Massachusetts
$494K
CAL
56
Capital Analysts LLC
Pennsylvania
$489K
BWP
57
Balboa Wealth Partners
Arizona
$449K
FA
58
Faithward Advisors
Pennsylvania
$396K
AWM
59
AE Wealth Management
Kansas
$367K
TA
60
TKG Advisors
Indiana
$366K
ASN
61
Advisory Services Network
Georgia
$325K
AI
62
Atria Investments
North Carolina
$323K
IWC
63
Integrated Wealth Concepts
Massachusetts
$317K
OIA
64
OneDigital Investment Advisors
Kansas
$315K
KPWS
65
Kestra Private Wealth Services
Texas
$309K
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$287K
JWCA
67
J.W. Cole Advisors
Florida
$267K
CSP
68
Cary Street Partners
Virginia
$243K
JIP
69
Jaffetilchin Investment Partners
Florida
$216K
TCM
70
Triumph Capital Management
Colorado
$215K
AW
71
Atlas Wealth
Ohio
$205K
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$190K
NA
73
NewEdge Advisors
Louisiana
$151K
Morgan Stanley
74
Morgan Stanley
New York
$113K
PS
75
Principal Securities
Iowa
$83.1K