FT Vest S&P 500 DVD Arst TRGKNGETF
13F holders, Q2 2024 (June 30)272holders +14
32new positions
19sold out
2famous investors
$49.45avg. 13F price*
At the end of Q2 2024, 272 institutions reported holding FT Vest S&P 500 DVD Arst TRG (KNG) in their 13F filings, up 14 from Q1 2024. 32 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($222.5M), Wells Fargo & Company ($204.7M) and LPL Financial LLC ($197.8M). 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 (Q2 2024)
- CUSIP
- 33739Q705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $8.7M |
| Exits | 19 | $11.0M |
All 13F filers, Q1 2024 → Q2 2024: 4,838,889 shares bought and 1,012,397 shares sold, net +3,826,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 272 holders
| Morgan Stanley | 0.02% | Add +12.2% | 4,404,744 | $222.5M |
| Wells Fargo & Company | 0.05% | Add +5.7% | 4,052,765 | $204.7M |
| LPL Financial LLC | 0.10% | Add +22.3% | 3,914,986 | $197.8M |
| UBS Group AG | 0.02% | Add +10.7% | 1,514,680 | $76.5M |
| Raymond James & Associates | 0.05% | Add +7.6% | 1,510,228 | $76.3M |
| Royal Bank of Canada | 0.02% | Add +14.1% | 1,470,516 | $74.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +18.7% | 1,428,443 | $72.2M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +16.2% | 1,248,758 | $63.1M |
| Cetera Investment Advisers | 0.10% | Add +5.0% | 860,754 | $43.5M |
| Truist Financial Corp. | 0.06% | Add +18.5% | 829,933 | $41.9M |
| Commonwealth Equity Services, LLC | 0.06% | Add +14.4% | 748,877 | $37.8M |
| Stifel Financial Corp. | 0.04% | Reduce -10.3% | 665,503 | $33.6M |
| Osaic Holdings, Inc. | 0.07% | Add +22.1% | 623,759 | $31.5M |
| Wagner Wealth Management, LLC | 6.88% | Add +9.3% | 455,451 | $23.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +25.3% | 428,996 | $21.7M |
| Coppell Advisory Solutions LLC | 3.49% | — | 419,071 | $21.2M |
| Kestra Advisory Services, LLC | 0.12% | Add +0.1% | 415,402 | $21.0M |
| MML Investors Services, LLC | 0.08% | Add +2.3% | 383,993 | $19.4M |
| Solitude Financial Services | 8.36% | Add +9.4% | 356,176 | $18.0M |
| Arkadios Wealth Advisors | 1.09% | Add +6.3% | 318,595 | $16.1M |
| Brookstone Capital Management | 0.24% | Add +4.0% | 275,782 | $14.5M |
| Flaharty Asset Management, LLC | 2.05% | Add +3.3% | 274,839 | $13.9M |
| Synovus Financial Corp. | 0.18% | Add +16.5% | 270,388 | $13.7M |
| Janney Montgomery Scott LLC | 0.04% | Add +26.3% | 264,621 | $13.4M |
| Integrated Wealth Concepts LLC | 0.16% | Add +7.0% | 231,295 | $11.7M |
| Ergawealth Advisors, Inc. | 6.32% | Reduce -8.0% | 230,001 | $11.6M |
| Prospera Financial Services Inc | 0.32% | Add +65.3% | 225,152 | $11.4M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +11.8% | 217,960 | $11.0M |
| Pine Valley Investments Ltd Liability Co | 0.76% | Add +6.6% | 203,006 | $10.3M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.9% | 201,201 | $10.2M |
| PSI Advisors, LLC | 3.03% | Add +50.3% | 189,702 | $9.6M |
| SlateStone Wealth, LLC | 0.93% | Add +2.9% | 169,319 | $8.6M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -8.5% | 165,831 | $8.4M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +15.7% | 161,656 | $8.2M |
| Alpha Omega Group, Inc. | 10.35% | Reduce -2.8% | 162,112 | $8.2M |
| Private Advisor Group, LLC | 0.05% | Add +4.0% | 149,337 | $7.5M |
| NewEdge Advisors, LLC | 0.05% | Add +42.8% | 140,428 | $7.1M |
| Sigma Planning Corp | 0.22% | Add +23.7% | 139,678 | $7.1M |
| HighTower Advisors, LLC | 0.01% | Add +1.6% | 137,734 | $7.0M |
| AE Wealth Management LLC | 0.07% | Add +1.8% | 134,259 | $6.8M |
| Boyce & Associates Wealth Consulting, Inc. | 7.88% | Reduce -14.3% | 132,837 | $6.7M |
| Bullseye Investment Management, LLC | 4.43% | Reduce -36.7% | 123,420 | $6.4M |
| Private Advisory Group LLC | 0.75% | Add +7.2% | 112,503 | $5.7M |
| Snowden Capital Advisors LLC | 0.16% | Add +26.8% | 104,004 | $5.3M |
| Good Life Advisors, LLC | 0.43% | Reduce -32.0% | 102,831 | $5.2M |
| Kingsview Wealth Management, LLC | 0.12% | Add +3.4% | 101,874 | $5.1M |
| Argent Advisors, Inc. | 1.86% | Add +4.5% | 92,487 | $4.7M |
| StoneX Group Inc. | 0.37% | Add +2.9% | 91,453 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.1% | 90,330 | $4.6M |
| PFS Partners, LLC | 2.87% | Add +2.5% | 89,994 | $4.5M |
| Mariner, LLC | 0.01% | Reduce -21.8% | 89,547 | $4.5M |
| RFG Advisory, LLC | 0.15% | Add +9.9% | 88,813 | $4.5M |
| Townsquare Capital LLC | 0.05% | Add +38.6% | 76,434 | $3.9M |
| Capital Investment Advisory Services, LLC | 0.39% | Add +26.5% | 75,451 | $3.8M |
| Independent Financial Group, LLC | 0.15% | Reduce -0.1% | 73,727 | $3.7M |
| Householder Group Estate & Retirement Specialist, LLC | 1.04% | Add +65.7% | 73,403 | $3.7M |
| Park Avenue Securities LLC | 0.04% | Add +42.5% | 72,573 | $3.7M |
| Nations Financial Group Inc, /Ia/ | 0.30% | Add +45.8% | 71,719 | $3.6M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -42.3% | 71,517 | $3.6M |
| Milestone Asset Management, LLC | 0.90% | Add +12.7% | 71,429 | $3.6M |
| Unique Wealth, LLC | 0.94% | Reduce -4.3% | 70,893 | $3.6M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -4.7% | 70,826 | $3.6M |
| Wedbush Securities Inc. | 0.13% | Add +47.9% | 70,379 | $3.6M |
| IFP Advisors, Inc | 0.14% | Add +10.3% | 70,155 | $3.5M |
| N.E.W. Advisory Services LLC | 0.38% | Add +8.7% | 69,780 | $3.5M |
| D.A. Davidson & Co. | 0.03% | Add +145.8% | 66,577 | $3.4M |
| TKG Advisors, LLC | 1.82% | Add +5.0% | 66,400 | $3.4M |
| PCG Wealth Advisors, LLC | 1.43% | Add +3.8% | 65,075 | $3.3M |
| NewEdge Wealth, LLC | 0.07% | Add +1.6% | 62,500 | $3.2M |
| Foundations Investment Advisors, LLC | 0.08% | Add +25.3% | 61,840 | $3.1M |
| OneDigital Investment Advisors LLC | 0.04% | Add +43.5% | 60,978 | $3.1M |
| Harbour Investments, Inc. | 0.10% | Add +18.8% | 60,359 | $3.0M |
| Ameritas Advisory Services, LLC | 0.11% | Add +39.4% | 58,902 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +9.6% | 58,578 | $3.0M |
| G&S Capital LLC | 1.23% | Add +7.9% | 55,143 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | — | 54,841 | $2.8M |
| Elevated Capital Advisors, LLC | 0.79% | Reduce -42.4% | 55,298 | $2.8M |
| BlueChip Wealth Advisors LLC | 1.41% | Add +14.4% | 47,451 | $2.4M |
| Strategic Financial Concepts, LLC | 1.39% | Add +1097.0% | 840,699 | $2.4M |
| Raab & Moskowitz Asset Management LLC | 0.65% | Reduce -0.6% | 47,105 | $2.4M |
| Stephens Inc. | 0.03% | Reduce -16.3% | 44,663 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.17% | Add +0.8% | 44,204 | $2.2M |
| Hobart Private Capital, LLC | 0.62% | Add +43.6% | 43,387 | $2.2M |
| TrueWealth Advisors, LLC | 0.79% | Add +25.8% | 42,337 | $2.1M |
| Renaissance Technologies | 0.00% | Reduce -54.8% | 40,400 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Add +698.8% | 40,373 | $2.0M |
| Iams Wealth Management, LLC | 1.09% | Add +876.5% | 39,472 | $2.0M |
| Financial Partners Group, Inc | 0.29% | Reduce -81.0% | 36,829 | $1.9M |
| Silver Oak Securities, Incorporated | 0.27% | Add +7.5% | 36,215 | $1.8M |
| Stonebridge Financial Planning Group, LLC | 0.91% | Add +32.6% | 35,826 | $1.8M |
| Clear Creek Financial Management, LLC | 0.21% | Add +95.3% | 34,902 | $1.8M |
| Prosperity Financial Group, Inc. | 1.09% | Reduce -17.4% | 34,299 | $1.7M |
| Delta Investment Management, LLC | 0.37% | Add +71.2% | 33,071 | $1.7M |
| HBK Sorce Advisory LLC | 0.06% | Add +21.0% | 32,681 | $1.7M |
| Tyler-Stone Wealth Management | 0.68% | Reduce -3.6% | 32,506 | $1.6M |
| Garden State Investment Advisory Services LLC | 0.56% | Add +62.6% | 32,184 | $1.6M |
| Corus Family Wealth Advisors | 1.25% | No change | 27,303 | $1.5M |
| Collaborative Wealth Managment Inc. | 0.71% | Add +12.7% | 28,877 | $1.5M |
| Comerica Bank | 0.01% | Add +6.2% | 28,750 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +5.0% | 27,618 | $1.4M |
"% 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.