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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 %
Raymond James Financial
1
Raymond James Financial
Florida
$22.6M -$831K -40,533 -4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$22.4M +$1M +48,786 +5%
SPIA
3
Steward Partners Investment Advisory
New York
$18.1M -$135K -6,601 -0.7%
Stifel Financial
4
Stifel Financial
Missouri
$13.5M +$71.7K +3,494 +0.5%
SI
5
Stephens Inc
Arkansas
$12.2M +$335K +16,333 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.7M -$4.14M -201,949 -28%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.37M +$269K +12,649 +3%
LPL Financial
8
LPL Financial
California
$8.21M +$6.37M +310,673 +347%
CIA
9
Capital Investment Advisors
Georgia
$7.88M +$52.5K +2,560 +0.7%
KAS
10
Kestra Advisory Services
Texas
$7.08M +$2.83M +138,162 +67%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$6.81M +$644K +31,419 +10%
PAG
12
Private Advisor Group
New Jersey
$5.49M +$5.49M +267,822 New
BIM
13
Bullseye Investment Management
Ohio
$5.23M
SCA
14
Snowden Capital Advisors
New York
$4.18M +$47.3K +2,306 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.05M -$2.07M -100,700 -34%
RA
16
RiverTree Advisors
Florida
$3.84M +$1.76M +85,589 +84%
PFS
17
Prospera Financial Services
Texas
$2.66M +$163K +7,940 +7%
SFPG
18
Stonebridge Financial Planning Group
Florida
$2.65M +$89.4K +4,358 +3%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.65M +$137K +6,701 +5%
GSC
20
G&S Capital
Colorado
$2.48M +$94.1K +4,587 +4%
First Trust Advisors
21
First Trust Advisors
Illinois
$2.22M +$913K +44,482 +70%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.1M -$30.8K -1,500 -1%
CCM
23
Chiron Capital Management
Florida
$1.83M -$13.9K -676 -0.8%
HI
24
Harbour Investments
Wisconsin
$1.78M +$157K +7,636 +10%
EA
25
Ergawealth Advisors
Illinois
$1.76M -$860K -41,938 -33%