FT Vest S&P 500 DVD Arst TRGKNGETF
13F holders, Q1 2024 (March 31)258holders
2famous investors
$53.68avg. 13F price*
At the end of Q1 2024, 258 institutions reported holding FT Vest S&P 500 DVD Arst TRG (KNG) in their 13F filings. The largest holders were Morgan Stanley ($210.8M), Wells Fargo & Company ($206.0M) and LPL Financial LLC ($171.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest S&P 500 DVD Arst TRG
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q1 2024)
- CUSIP
- 33739Q705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $52.9M |
| Exits | 16 | $16.3M |
Ownership 258 holders
| Morgan Stanley | 0.02% | Add +33.9% | 3,925,512 | $210.8M |
| Wells Fargo & Company | 0.05% | Add +30.0% | 3,834,927 | $206.0M |
| LPL Financial LLC | 0.09% | Add +15.2% | 3,200,770 | $171.9M |
| Raymond James & Associates | 0.05% | Add +15.0% | 1,404,015 | $75.4M |
| UBS Group AG | 0.02% | Add +12.9% | 1,368,524 | $73.5M |
| Royal Bank of Canada | 0.02% | Add +64.1% | 1,288,300 | $69.2M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.5% | 1,203,432 | $64.6M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +26.9% | 1,074,275 | $57.7M |
| Cetera Investment Advisers | 0.10% | Add +294.3% | 820,102 | $44.0M |
| Stifel Financial Corp. | 0.05% | Add +9.2% | 741,825 | $39.8M |
| Truist Financial Corp. | 0.06% | Add +10.4% | 700,310 | $37.6M |
| Commonwealth Equity Services, LLC | 0.06% | Add +23.3% | 654,519 | $35.2M |
| Osaic Holdings, Inc. | 0.06% | Reduce -5.2% | 510,856 | $27.4M |
| Wagner Wealth Management, LLC | 6.82% | Add +344.0% | 416,615 | $22.4M |
| Kestra Advisory Services, LLC | 0.15% | Add +35.9% | 414,876 | $22.3M |
| Coppell Advisory Solutions Corp. | 4.03% | — | 398,473 | $21.4M |
| MML Investors Services, LLC | 0.08% | Add +16.5% | 375,536 | $20.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +0.5% | 342,448 | $18.4M |
| Solitude Financial Services | 8.05% | Add +40.8% | 325,639 | $17.5M |
| Arkadios Wealth Advisors | 1.25% | Add +2.8% | 299,763 | $16.1M |
| Flaharty Asset Management, LLC | 2.12% | New | 266,119 | $14.3M |
| Brookstone Capital Management | 0.25% | Reduce -27.1% | 265,101 | $14.2M |
| Ergawealth Advisors, Inc. | 7.36% | Add +23.5% | 249,858 | $13.4M |
| Synovus Financial Corp. | 0.16% | Add +7.8% | 232,040 | $12.5M |
| Integrated Wealth Concepts LLC | 0.17% | Add +3.1% | 216,055 | $11.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +33.8% | 209,492 | $11.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.9% | 203,074 | $10.9M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +16.9% | 194,969 | $10.5M |
| Bullseye Investment Management, LLC | 6.39% | Add +3.2% | 194,888 | $10.5M |
| Financial Partners Group, Inc | 1.66% | New | 193,647 | $10.4M |
| Pine Valley Investments Ltd Liability Co | 0.80% | Add +68.9% | 190,423 | $10.2M |
| Avantax Advisory Services, Inc. | 0.09% | Add +88.6% | 181,323 | $9.7M |
| Alpha Omega Group, Inc. | 12.55% | Add +7.3% | 166,844 | $9.0M |
| SlateStone Wealth, LLC | 0.89% | Add +0.6% | 164,556 | $8.8M |
| Boyce & Associates Wealth Consulting, Inc. | 10.74% | Add +8.0% | 154,931 | $8.3M |
| Good Life Advisors, LLC | 0.72% | Add +5.3% | 151,336 | $8.1M |
| Private Advisor Group, LLC | 0.06% | Add +71.3% | 143,612 | $7.7M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +29.5% | 139,667 | $7.5M |
| Prospera Financial Services Inc | 0.22% | Add +26.9% | 136,243 | $7.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -11.9% | 135,620 | $7.3M |
| AE Wealth Management LLC | 0.08% | Reduce -52.5% | 131,918 | $7.1M |
| PSI Advisors, LLC | 2.45% | Add +117.9% | 126,189 | $6.8M |
| Mach-1 Financial Group, LLC | 4.97% | Add +10.2% | 121,408 | $6.5M |
| Mariner, LLC | 0.01% | Add +174.2% | 114,527 | $6.2M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -16.9% | 124,028 | $6.1M |
| Sigma Planning Corp | 0.19% | Add +195.7% | 112,945 | $6.1M |
| Private Advisory Group LLC | 0.80% | Reduce -1.7% | 104,932 | $5.6M |
| Kingsview Wealth Management, LLC | 0.13% | Reduce -10.4% | 98,522 | $5.3M |
| NewEdge Advisors, LLC | 0.05% | Add +20.5% | 98,363 | $5.3M |
| Elevated Capital Advisors, LLC | 1.48% | Add +8.0% | 95,974 | $5.2M |
| Renaissance Technologies | 0.01% | Add +188.5% | 89,400 | $4.8M |
| StoneX Group Inc. | 0.43% | Reduce -0.3% | 88,891 | $4.8M |
| Argent Advisors, Inc. | 1.88% | New | 88,543 | $4.8M |
| PFS Partners, LLC | 3.19% | Add +7.0% | 87,773 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +43.5% | 86,795 | $4.7M |
| Snowden Capital Advisors LLC | 0.14% | Add +18.1% | 82,006 | $4.4M |
| RFG Advisory, LLC | 0.15% | Reduce -29.7% | 80,788 | $4.3M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -3.1% | 74,325 | $4.0M |
| Unique Wealth, LLC | 1.12% | New | 74,069 | $4.0M |
| Independent Financial Group, LLC | 0.18% | Add +5.4% | 73,764 | $4.0M |
| Strategic Financial Concepts, LLC | 0.91% | Add +32.5% | 70,231 | $3.8M |
| N.E.W. Advisory Services LLC | 0.38% | Add +7.5% | 64,225 | $3.4M |
| IFP Advisors, Inc | 0.15% | Reduce -3.2% | 63,635 | $3.4M |
| Milestone Asset Management, LLC | 0.97% | New | 63,375 | $3.4M |
| TKG Advisors, LLC | 1.89% | Add +11.0% | 63,233 | $3.4M |
| PCG Wealth Advisors, LLC | 1.60% | New | 62,672 | $3.4M |
| Capital Investment Advisory Services, LLC | 0.34% | Add +48.1% | 59,641 | $3.2M |
| NewEdge Wealth, LLC | 0.07% | Add +7.0% | 61,500 | $3.2M |
| Townsquare Capital LLC | 0.04% | Add +7.6% | 55,149 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +17.5% | 53,432 | $2.9M |
| Stephens Inc. | 0.04% | Reduce -3.4% | 53,326 | $2.9M |
| G&S Capital LLC | 1.22% | Add +14.7% | 51,097 | $2.7M |
| Park Avenue Securities LLC | 0.04% | Add +378.4% | 50,945 | $2.7M |
| Harbour Investments, Inc. | 0.10% | Add +8.0% | 50,822 | $2.7M |
| Foundations Investment Advisors, LLC | 0.07% | Add +22.9% | 49,350 | $2.7M |
| Nations Financial Group Inc, /Ia/ | 0.22% | Add +37.3% | 49,189 | $2.6M |
| Wedbush Securities Inc. | 0.10% | Add +75.5% | 47,573 | $2.6M |
| Raab & Moskowitz Asset Management LLC | 0.71% | Add +3.6% | 47,398 | $2.5M |
| Triumph Capital Management | 0.99% | Add +116.7% | 45,304 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | New | 44,789 | $2.4M |
| Householder Group Estate & Retirement Specialist, LLC | 0.71% | Add +686.5% | 44,305 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.19% | Reduce -4.5% | 43,864 | $2.4M |
| OneDigital Investment Advisors LLC | 0.04% | Add +71.6% | 42,480 | $2.3M |
| Prosperity Financial Group, Inc. | 1.38% | Reduce -39.4% | 41,519 | $2.2M |
| BlueChip Wealth Advisors LLC | 1.44% | Add +109.9% | 41,459 | $2.2M |
| Ameritas Advisory Services, LLC | 0.09% | Add +236.6% | 42,242 | $2.2M |
| Lincoln National Corp. | 0.03% | Add +10.2% | 39,569 | $2.1M |
| Tyler-Stone Wealth Management | 0.80% | Add +29.4% | 33,716 | $1.8M |
| Silver Oak Securities, Incorporated | 0.28% | Add +24.2% | 33,694 | $1.8M |
| TrueWealth Advisors, LLC | 0.70% | Add +5.6% | 33,658 | $1.8M |
| Captrust Financial Advisors | 0.01% | Add +0.1% | 30,270 | $1.6M |
| Hobart Private Capital, LLC | 0.49% | Add +40.9% | 30,212 | $1.6M |
| Sequent Planning LLC | 0.55% | — | 28,328 | $1.5M |
| Corus Family Wealth Advisors | 1.25% | Reduce -15.4% | 27,303 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +17.1% | 27,085 | $1.5M |
| Comerica Bank | 0.01% | Add +9.8% | 27,077 | $1.5M |
| Old Mission Capital LLC | 0.04% | New | 27,021 | $1.5M |
| HBK Sorce Advisory LLC | 0.05% | Add +12.2% | 27,019 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.77% | Add +17.1% | 27,007 | $1.5M |
| Valtinson Bruner Financial Planning LLC | 0.61% | Reduce -3.9% | 26,709 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +9.3% | 26,310 | $1.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.22% | Add +35.7% | 25,932 | $1.4M |
| Collaborative Wealth Managment Inc. | 0.69% | Add +31.8% | 25,616 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1650.2% | 25,553 | $1.4M |
| Summit Wealth Partners, LLC | 0.29% | Add +0.8% | 25,544 | $1.4M |
| NWF Advisory Services Inc. | 0.23% | Add +56.9% | 25,450 | $1.4M |
| BOS Asset Management, LLC | 0.71% | Reduce -8.4% | 25,022 | $1.3M |
| Virtue Capital Management, LLC | 0.24% | Add +100.0% | 25,663 | $1.3M |
| Schulz Wealth, LTD. | 1.11% | Add +67.1% | 24,225 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -7.5% | 24,172 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -7.5% | 24,172 | $1.3M |
| Jacobi Capital Management LLC | 0.12% | Reduce -0.2% | 24,124 | $1.3M |
| Bison Wealth, LLC | 0.21% | Add +1.1% | 23,637 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +58.7% | 23,084 | $1.2M |
| Raymond James Trust N.A. | 0.03% | Reduce -1.7% | 22,719 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 22,100 | $1.2M |
| Private Trust Co. NA | 0.12% | Add +57.5% | 21,416 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.10% | Reduce -0.6% | 21,372 | $1.1M |
| Chronos Wealth Management, LLC | 0.66% | Add +3.2% | 20,980 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -41.7% | 20,665 | $1.1M |
| International Assets Investment Management, LLC | 0.11% | Add +44.9% | 20,271 | $1.1M |
| Garden State Investment Advisory Services LLC | 0.39% | Add +86.1% | 19,790 | $1.1M |
| Delta Investment Management, LLC | 0.24% | Add +55.8% | 19,321 | $1.0M |
| OMNI 360 Wealth, Inc. | 0.85% | Add +18.5% | 19,200 | $1.0M |
| Barrett & Company, Inc. | 0.49% | Add +22.5% | 19,142 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +6.1% | 19,036 | $1.0M |
| SeaCrest Wealth Management, LLC | 0.12% | Add +2.5% | 18,963 | $1.0M |
| REAP Financial Group, LLC | 0.28% | Reduce -2.8% | 18,676 | $1.0M |
| Moors & Cabot, Inc. | 0.05% | Add +54.6% | 18,538 | $996K |
| Cwm, LLC | 0.00% | Add +100.6% | 18,405 | $989K |
| Advisor Resource Council | 0.42% | Reduce -73.4% | 19,021 | $983K |
| Sowell Financial Services LLC | 0.05% | Reduce -47.7% | 18,174 | $976K |
| Lanark Financial, Inc. | 0.09% | Add +18.5% | 18,003 | $966K |
| Clear Creek Financial Management, LLC | 0.12% | Add +12.9% | 17,876 | $960K |
| Financial Advocates Investment Management | 0.06% | Add +42.4% | 17,723 | $952K |
| Econ Financial Services Corp | 0.59% | New | 17,652 | $948K |
| Motiv8 Investments LLC | 0.73% | New | 17,396 | $934K |
| Cerity Partners LLC | 0.00% | Reduce -1.4% | 17,008 | $913K |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -28.0% | 15,983 | $858K |
| Citadel Advisors | 0.00% | Add +2.1% | 15,971 | $858K |
| Herold Advisors, Inc. | 0.20% | Add +19.3% | 15,637 | $840K |
| IHT Wealth Management, LLC | 0.03% | Add +50.1% | 15,627 | $839K |
| Cedrus LLC | 0.43% | Add +39.6% | 14,744 | $792K |
| Goldstone Financial Group, LLC | 0.17% | Add +28.7% | 13,948 | $749K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -11.3% | 13,470 | $723K |
| 1776 Wealth LLC | 0.34% | No change | 13,209 | $709K |
| Corrado Advisors, LLC | 0.47% | Add +4.5% | 13,182 | $708K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +62.1% | 13,025 | $700K |
| Total Clarity Wealth Management, Inc. | 0.24% | Add +1.8% | 12,992 | $698K |
| Aurora Private Wealth, Inc. | 0.60% | Add +49.4% | 13,022 | $697K |
| IFG Advisory, LLC | 0.05% | Add +83.6% | 12,721 | $683K |
| Investment Partners Asset Management, Inc. | 0.60% | No change | 12,375 | $665K |
| FinTrust Capital Advisors, LLC | 0.13% | Add +2904.9% | 12,260 | $659K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | No change | 12,070 | $648K |
| Creekmur Asset Management LLC | 0.22% | Reduce -9.7% | 12,036 | $646K |
| L.M. Kohn & Company | 0.18% | Add +8.5% | 11,868 | $637K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.26% | Reduce -1.9% | 11,502 | $618K |
| Lee Financial Group Hawaii, Inc. | 0.48% | Add +3.2% | 11,459 | $615K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -30.7% | 11,405 | $613K |
| FSB Premier Wealth Management, Inc. | 0.27% | Add +4.3% | 10,911 | $586K |
| Wiser Advisor Group LLC | 0.85% | Add +4.0% | 10,105 | $544K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 10,010 | $538K |
| Centennial Wealth Advisory LLC | 0.24% | Add +7.1% | 9,824 | $528K |
| Semus Wealth Partners LLC | 0.44% | Add +97.3% | 9,713 | $522K |
| Cresset Asset Management, LLC | 0.00% | Add +57.5% | 9,291 | $499K |
| Western Wealth Management, LLC | 0.04% | Add +48.9% | 8,888 | $477K |
| MTM Investment Management, LLC | 0.20% | Add +43.7% | 8,820 | $474K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +0.1% | 8,647 | $464K |
| Essex Financial Services, Inc. | 0.04% | New | 8,575 | $461K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -16.4% | 8,561 | $460K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -73.0% | 8,245 | $443K |
| Main Street Financial Solutions, LLC | 0.05% | Add +16.2% | 8,062 | $433K |
| Smith, Moore & Co. | 0.04% | Add +37.3% | 7,751 | $416K |
| Mutual Advisors, LLC | 0.01% | Add +6.3% | 7,617 | $409K |
| Marion Wealth Management | 0.12% | No change | 7,613 | $409K |
| WealthTrust Asset Management, LLC | 0.31% | New | 7,549 | $405K |
| Global Assets Advisory, LLC | 0.24% | New | 7,527 | $403K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -38.7% | 7,460 | $401K |
| Harvest Investment Services, LLC | 0.16% | Add +13.4% | 7,428 | $399K |
| Naples Global Advisors, LLC | 0.04% | Add +45.7% | 7,015 | $377K |
| WMG Financial Advisors, LLC | 0.21% | Add +9.0% | 6,970 | $374K |
| CPC Advisors, LLC | 0.06% | Add +58.3% | 6,868 | $369K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -8.7% | 6,819 | $366K |
| Allworth Financial LP | 0.00% | No change | 6,700 | $360K |
| EPG Wealth Management LLC | 0.09% | Add +1.3% | 6,653 | $357K |
| TFB Advisors LLC | 0.13% | Reduce -9.2% | 6,900 | $354K |
| NCM Capital Management, LLC | 0.20% | Add +20.4% | 6,485 | $348K |
| Capital CS Group, LLC | 0.33% | Add +12.9% | 6,195 | $333K |
| Strategic Blueprint, LLC | 0.02% | Reduce -12.1% | 6,135 | $330K |
| Gateway Wealth Partners, LLC | 0.12% | Add +2.2% | 6,095 | $327K |
| Benjamin Edwards Inc. | 0.07% | Add +6.5% | 6,080 | $327K |
| Columbia Advisory Partners LLC | 0.31% | Reduce -2.5% | 5,716 | $307K |
| tru Independence LLC | 0.09% | Reduce -90.1% | 5,608 | $301K |
| Bensler, LLC | 0.04% | No change | 5,500 | $295K |
| Koshinski Asset Management, Inc. | 0.03% | New | 5,459 | $293K |
| Strategic Financial Partners, Ltd. | 0.16% | Reduce -13.5% | 5,281 | $284K |
| Realta Investment Advisors | 0.06% | Reduce -5.8% | 5,130 | $276K |
| Baird Financial Group, Inc. | 0.00% | New | 5,054 | $271K |
| Larson Financial Group LLC | 0.02% | Add +2.1% | 5,026 | $270K |
| Mainsail Asset Management, LLC | 0.22% | No change | 4,966 | $267K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 4,913 | $264K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -19.2% | 4,849 | $260K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,815 | $259K |
| Capasso Planning Partners LLC | 0.11% | No change | 4,803 | $258K |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 4,771 | $256K |
| Onyx Bridge Wealth Group LLC | 0.04% | New | 4,907 | $252K |
| Avantax Planning Partners, Inc. | 0.01% | New | 4,588 | $246K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 4,568 | $245K |
| Arax Advisory Partners | 0.03% | New | 4,475 | $240K |
| Continuum Advisory, LLC | 0.04% | Add +2.9% | 4,551 | $239K |
| Level Four Advisory Services, LLC | 0.01% | No change | 4,599 | $238K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 4,388 | $235K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.0% | 4,309 | $231K |
| Corient Private Wealth LP | 0.00% | Add +8.5% | 4,205 | $226K |
| Maxwell Wealth Strategies Inc. | 0.11% | Reduce -69.6% | 4,437 | $225K |
| Keystone Financial Group | 0.03% | Reduce -9.1% | 4,180 | $225K |
| SteelPeak Wealth, LLC | 0.01% | New | 4,100 | $220K |
| Sunbelt Securities, Inc. | 0.02% | Add +782.1% | 4,084 | $219K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -11.0% | 4,050 | $218K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 4,010 | $215K |
| Iams Wealth Management, LLC | 0.13% | New | 4,042 | $209K |
| ICA Group Wealth Management, LLC | 0.04% | Add +347.0% | 3,849 | $207K |
| Next Level Private LLC | 0.09% | New | 3,845 | $206K |
| Carson Advisory Inc. | 0.14% | New | 3,806 | $204K |
| Tucker Asset Management LLC | 0.05% | Add +5.8% | 3,753 | $202K |
| National Wealth Management Group, LLC | 0.16% | New | 3,744 | $201K |
| CoreCap Advisors, LLC | 0.01% | New | 3,232 | $174K |
| Centaurus Financial, Inc. | 0.01% | New | 3,093 | $166K |
| Global Retirement Partners, LLC | 0.01% | Add +156.4% | 2,787 | $150K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -43.5% | 2,600 | $140K |
| Principal Securities, Inc. | 0.00% | Add +2.0% | 2,530 | $136K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +701.6% | 2,445 | $131K |
| Financial Gravity Asset Management, Inc. | 0.03% | No change | 2,350 | $121K |
| Montag A & Associates Inc. | 0.00% | New | 1,500 | $81K |
| Clearstead Advisors, LLC | 0.00% | New | 1,400 | $74K |
| VitalStone Financial, LLC | 0.06% | Reduce -16.1% | 1,366 | $73K |
| Register Financial Advisors LLC | 0.03% | New | 1,022 | $55K |
| US Bancorp \de | 0.00% | Reduce -46.2% | 1,004 | $54K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,000 | $54K |
| Harbor Investment Advisory, LLC | 0.00% | Add +319.3% | 629 | $34K |
| AlphaMark Advisors, LLC | 0.01% | New | 500 | $27K |
| Bank of Montreal | 0.00% | No change | 500 | $27K |
| Transcendent Capital Group LLC | 0.02% | No change | 500 | $27K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +43.3% | 500 | $27K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -61.2% | 333 | $18K |
| Adirondack Trust Co. | 0.01% | No change | 320 | $17K |
| Qube Research & Technologies Ltd | 0.00% | New | 303 | $16K |
| Accordant Advisory Group Inc | 0.01% | — | 185 | $10K |
| FMR LLC | 0.00% | New | 178 | $10K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +4.8% | 152 | $8K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -45.3% | 121 | $6K |
| Fifth Third Bancorp | 0.00% | No change | 117 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -41.7% | 84 | $4K |
| Princeton Global Asset Management LLC | 0.00% | No change | 45 | $2K |
| Gradient Investments LLC | 0.00% | No change | 37 | $2K |
| Bank of America Corp. | 0.00% | New | 20 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 12 | $645 |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -96.3% | 1 | $39 |
"% of holder's portfolio" is KNG's weight in each manager's 13F, not the share of FT Vest S&P 500 DVD Arst TRG the manager owns.