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FT Vest SMID Rising Dividend Achievers Target Income ETF

47 hedge funds and large institutions have $95.8M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
47
Holders Change
+14
Holders Change %
+42.42%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
22
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Truist Financial
1
Truist Financial
North Carolina
$13.9M 667,280 +72,250 +12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.6M 651,538 +64,429 +11%
SHFP
3
Second Half Financial Partners
Florida
$9.17M 440,824 +174,723 +66%
SI
4
Stephens Inc
Arkansas
$8.4M 403,630 -21,100 -5%
Stifel Financial
5
Stifel Financial
Missouri
$5.84M 280,690 +280,690 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.13M 246,609 +80,295 +48%
USCWA
7
U.S. Capital Wealth Advisors
Texas
$4.6M 220,937 -9,265 -4%
BIM
8
Bullseye Investment Management
Ohio
$4.09M 194,925 +28,368 +17%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.03M 193,734 +19,243 +11%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.41M 163,708 +10,178 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.96M 142,188 +118,572 +502%
PFS
12
Prospera Financial Services
Texas
$1.79M 85,838 +25,731 +43%
GSC
13
G&S Capital
Colorado
$1.59M 73,594 +41,475 +129%
CCM
14
Chiron Capital Management
Florida
$1.54M 73,870 +7,902 +12%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.51M 72,355 +16,250 +29%
SFPG
16
Stonebridge Financial Planning Group
Florida
$1.47M 70,544 +17,718 +34%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.31M 63,063 +15,475 +33%
MIM
18
MTM Investment Management
South Carolina
$1.14M 55,000 +21,220 +63%
BRWA
19
B. Riley Wealth Advisors
Florida
$1.04M 49,941 +49,941 New
EA
20
Ergawealth Advisors
Illinois
$870K 41,801 +27,395 +190%
LPL Financial
21
LPL Financial
California
$822K 39,521 +27,648 +233%
GSIAS
22
Garden State Investment Advisory Services
New Jersey
$727K 34,955 +16,380 +88%
NLP
23
Next Level Private
New York
$695K 33,402 +33,402 New
C
24
CEDRUS
Colorado
$663K 31,859 +4,996 +19%
KAS
25
Kestra Advisory Services
Texas
$494K 23,727 -50,570 -68%