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

0100200300400 Q1 2024: 258Q1 2024Q2 2024: 272Q2 2024Q3 2024: 288Q3 2024Q4 2024: 323Q4 2024Q1 2025: 321Q1 2025Q2 2025: 316Q2 2025Q3 2025: 302Q3 2025Q4 2025: 319Q4 2025Q1 2026: 308Q1 2026Q2 2026: 309Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions32$8.7M
Exits19$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
Raymond James Trust N.A. 0.03% Add +20.5% 27,373 $1.4M
Virtue Capital Management, LLC 0.24% Add +4.3% 26,764 $1.4M
Lanark Financial, Inc. 0.12% Add +49.0% 26,832 $1.4M
Oppenheimer & Co. Inc. 0.02% Add +29.0% 26,666 $1.3M
Equitable Holdings, Inc. 0.01% Add +15.3% 26,615 $1.3M
Valtinson Bruner Financial Planning LLC 0.52% Reduce -2.0% 26,176 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.19% Add +0.7% 26,108 $1.3M
Triumph Capital Management 0.51% Reduce -42.5% 26,042 $1.3M
Captrust Financial Advisors 0.00% Reduce -14.1% 26,012 $1.3M
Sequent Planning LLC 0.45% Reduce -7.3% 26,254 $1.3M
NWF Advisory Services Inc. 0.20% No change 25,450 $1.3M
Bison Wealth, LLC 0.21% No change 23,637 $1.3M
Chronos Wealth Management, LLC 0.69% Add +17.5% 24,655 $1.2M
Schulz Wealth, LTD. 1.04% No change 24,225 $1.2M
Summit Wealth Partners, LLC 0.25% Reduce -7.4% 23,646 $1.2M
Cwm, LLC 0.01% Add +28.0% 23,555 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -4.0% 23,198 $1.2M
Orion Portfolio Solutions, LLC 0.01% Reduce -4.0% 23,198 $1.2M
Private Trust Co. NA 0.13% Add +7.8% 23,095 $1.2M
Jaffetilchin Investment Partners, LLC 0.10% Add +6.8% 22,817 $1.2M
BOS Asset Management, LLC 0.52% Reduce -12.1% 21,994 $1.1M
Moors & Cabot, Inc. 0.06% Add +15.6% 21,426 $1.1M
Barrett & Company, Inc. 0.49% Add +10.8% 21,217 $1.1M
SeaCrest Wealth Management, LLC 0.12% Add +9.5% 20,772 $1.0M
International Assets Investment Management, LLC 0.10% Reduce -0.5% 20,180 $1.0M
IFG Advisory, LLC 0.06% Add +56.8% 19,943 $1.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -23.9% 19,457 $983K
OMNI 360 Wealth, Inc. 0.74% No change 19,200 $970K
Econ Financial Services Corp 0.60% Add +8.6% 19,171 $969K
DAVENPORT & Co LLC 0.01% Add +0.5% 19,134 $967K
Goldstone Financial Group, LLC 0.19% Add +37.1% 19,127 $966K
Great Valley Advisor Group, Inc. 0.03% Add +325.8% 18,686 $944K
Financial Advocates Investment Management 0.06% Add +5.4% 18,688 $944K
Cedrus LLC 0.47% Add +25.2% 18,460 $933K
REAP Financial Group, LLC 0.25% Reduce -1.7% 18,359 $928K
Kestra Private Wealth Services, LLC 0.02% Add +55.9% 17,781 $898K
Sowell Financial Services LLC 0.04% Reduce -5.6% 17,150 $866K
Motiv8 Investments LLC 0.64% Reduce -2.2% 17,018 $860K
IHT Wealth Management, LLC 0.03% Add +7.8% 16,847 $851K
Cerity Partners LLC 0.00% Reduce -1.5% 16,747 $846K
FinTrust Capital Advisors, LLC 0.15% Add +35.2% 16,578 $838K
Herold Advisors, Inc. 0.19% Add +5.7% 16,532 $835K
Citadel Advisors 0.00% Reduce -4.1% 15,316 $774K
Redhawk Wealth Advisors, Inc. 0.12% Add +104.1% 15,224 $769K
Western Wealth Management, LLC 0.06% Add +70.1% 15,122 $764K
Avidian Wealth Enterprises, LLC 0.04% Reduce -5.9% 15,039 $760K
Capital Analysts, LLC 0.03% New 14,927 $754K
Total Clarity Wealth Management, Inc. 0.25% Add +11.4% 14,480 $732K
Stratos Wealth Partners, LTD. 0.01% Add +8.2% 14,091 $712K
SageView Advisory Group, LLC 0.04% New 13,686 $691K
Corrado Advisors, LLC 0.44% Add +3.4% 13,624 $688K
Aurora Private Wealth, Inc. 0.60% Add +4.4% 13,594 $687K
Daymark Wealth Partners, LLC 0.03% New 13,477 $681K
Precedent Wealth Partners, LLC 0.27% New 13,245 $669K
1776 Wealth LLC 0.30% No change 13,209 $667K
JPMorgan Chase & Co. 0.00% Add +173.8% 13,065 $660K
Koshinski Asset Management, Inc. 0.06% Add +136.7% 12,921 $647K
Investment Partners Asset Management, Inc. 0.56% No change 12,375 $625K
Pinnacle Wealth Planning Services, Inc. 0.09% No change 12,070 $610K
Apollon Wealth Management, LLC 0.02% Reduce -12.1% 11,838 $598K
Maia Wealth LLC 0.18% — 11,533 $593K
Capasso Planning Partners LLC 0.19% Add +136.3% 11,348 $573K
Comprehensive Financial Consultants Institutional, Inc. 0.22% Reduce -1.9% 11,280 $570K
Creekmur Asset Management LLC 0.15% Reduce -7.1% 11,181 $565K
FSB Premier Wealth Management, Inc. 0.24% Reduce -3.2% 10,562 $534K
Essex Financial Services, Inc. 0.04% Add +19.1% 10,217 $530K
Centennial Wealth Advisory LLC 0.23% Add +5.5% 10,364 $524K
Advisory Services Network, LLC 0.01% New 10,234 $517K
Atria Investments, Inc 0.01% New 10,118 $511K
Jacobi Capital Management LLC 0.04% Reduce -58.4% 10,030 $507K
Next Level Private LLC 0.23% Add +158.9% 9,955 $503K
First Heartland Consultants, Inc. 0.05% Add +20.1% 9,898 $500K
Semus Wealth Partners LLC 0.39% Add +1.9% 9,896 $500K
Main Street Financial Solutions, LLC 0.05% Add +22.8% 9,896 $500K
Cresset Asset Management, LLC 0.00% Add +3.3% 9,595 $485K
Invst, LLC 0.05% New 9,655 $483K
CoreCap Advisors, LLC 0.05% Add +194.8% 9,528 $481K
Concourse Financial Group Securities, Inc. 0.03% Add +10.4% 9,453 $481K
J.W. Cole Advisors, Inc. 0.02% New 9,383 $474K
Retirement Planning Group, LLC 0.03% New 9,275 $469K
Benjamin F. Edwards & Company, Inc. 0.01% Add +6.3% 9,193 $464K
L.M. Kohn & Company 0.12% Reduce -24.3% 8,988 $454K
Wiser Advisor Group LLC 0.70% Reduce -12.5% 8,845 $447K
MTM Investment Management, LLC 0.18% No change 8,820 $446K
Arax Advisory Partners 0.04% Add +84.9% 8,275 $418K
Mutual Advisors, LLC 0.01% Add +4.0% 7,923 $414K
Smith, Moore & Co. 0.04% Add +5.2% 8,154 $412K
Marion Wealth Management 0.12% Add +7.0% 8,147 $412K
WealthTrust Asset Management, LLC 0.30% Add +7.6% 8,120 $410K
WMG Financial Advisors, LLC 0.22% Add +16.0% 8,084 $408K
Gladstone Institutional Advisory LLC 0.02% Add +75.1% 7,999 $404K
Mach-1 Financial Group, LLC 0.27% Reduce -93.8% 7,510 $379K
Capital CS Group, LLC 0.43% Add +19.1% 7,379 $373K
Harvest Investment Services, LLC 0.15% Reduce -1.9% 7,289 $368K
CPC Advisors, LLC 0.06% Add +5.6% 7,255 $367K
Naples Global Advisors, LLC 0.04% Add +0.0% 7,017 $355K
Allworth Financial LP 0.00% No change 6,700 $347K
TFB Advisors LLC 0.11% Reduce -1.3% 6,813 $344K
Onyx Bridge Wealth Group LLC 0.06% Add +37.3% 6,736 $340K
Moloney Securities Asset Management, LLC 0.05% New 6,721 $340K
NCM Capital Management, LLC 0.17% Add +1.5% 6,585 $333K
Gateway Wealth Partners, LLC 0.10% Add +4.3% 6,355 $321K
Thoroughbred Financial Services, LLC 0.02% Reduce -7.2% 6,327 $319K
Sunbelt Securities, Inc. 0.03% Add +53.2% 6,256 $316K
Strategic Blueprint, LLC 0.02% Add +0.6% 6,170 $312K
Columbia Advisory Partners LLC 0.29% Add +2.1% 5,839 $295K
Mgo One Seven LLC 0.01% New 5,814 $294K
Choreo, LLC 0.00% New 5,755 $288K
Level Four Advisory Services, LLC 0.01% Add +21.1% 5,569 $281K
Bensler, LLC 0.04% No change 5,500 $278K
Foguth Wealth Management, LLC. 0.12% New 5,341 $270K
Focus Partners Advisor Solutions, LLC 0.01% New 5,264 $266K
Larson Financial Group LLC 0.02% Add +1.3% 5,090 $257K
StrongBox Wealth, LLC 0.12% New 5,030 $254K
Mainsail Asset Management, LLC 0.20% No change 4,966 $251K
National Wealth Management Group, LLC 0.19% Add +31.1% 4,910 $248K
Principal Securities, Inc. 0.01% Add +93.9% 4,905 $248K
Pursue Wealth Partners LLC 0.13% New 4,853 $245K
AlphaMark Advisors, LLC 0.09% Add +870.0% 4,850 $245K
Bryn Mawr Trust Advisors, LLC 0.01% No change 4,849 $245K
Continuum Advisory, LLC 0.03% Add +0.6% 4,576 $231K
Quad-Cities Investment Group, LLC 0.13% New 4,548 $230K
Thrivent Financial for Lutherans 0.00% New 4,540 $229K
Strategic Financial Partners, Ltd. 0.12% Reduce -15.2% 4,476 $226K
Kovack Advisors, Inc. 0.02% New 4,349 $220K
Tucker Asset Management LLC 0.05% Add +15.8% 4,345 $220K
Avantax Planning Partners, Inc. 0.01% Reduce -6.3% 4,297 $217K
Maxwell Wealth Strategies Inc. 0.11% Reduce -3.6% 4,278 $216K
Global Retirement Partners, LLC 0.01% Add +48.9% 4,151 $210K
Insigneo Advisory Services, LLC 0.02% New 4,054 $208K
Prime Capital Investment Advisors, LLC 0.00% No change 4,050 $205K
Flagship Harbor Advisors, LLC 0.01% Reduce -18.0% 4,030 $204K
Perennial Investment Advisors, LLC 0.03% Reduce -0.1% 4,008 $202K
Covenant Asset Management, LLC 0.05% New 4,000 $202K
Realta Investment Advisors 0.04% Reduce -24.1% 3,896 $197K
US Bancorp \de 0.00% Add +194.1% 2,953 $149K
Aptus Capital Advisors, LLC 0.00% Add +11.5% 2,900 $147K
DHJJ Financial Advisors, Ltd. 0.06% Add +1604.0% 2,590 $131K
GPS Wealth Strategies Group, LLC 0.02% Add +0.3% 2,452 $124K
Gradient Investments LLC 0.00% Add +6051.4% 2,276 $115K
Financial Network Wealth Advisors LLC 0.07% New 1,889 $95K
ICA Group Wealth Management, LLC 0.05% Reduce -59.5% 1,560 $79K
Montag A & Associates Inc. 0.00% No change 1,500 $76K
Bramshill Investments, LLC 0.01% New 1,466 $74K
Clearstead Advisors, LLC 0.00% No change 1,400 $71K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 1,263 $64K
Benjamin Edwards Inc. 0.01% Reduce -80.1% 1,209 $61K
Triad Wealth Partners, LLC 0.03% New 1,103 $56K
Register Financial Advisors LLC 0.03% Add +2.1% 1,044 $53K
Harbor Investment Advisory, LLC 0.00% Add +47.4% 927 $47K
Sound Income Strategies, LLC 0.00% Add +6958.3% 847 $43K
Chris Bulman Inc 0.02% — 702 $35K
Hazlett, Burt & Watson, Inc. 0.02% New 637 $32K
VitalStone Financial, LLC 0.02% Reduce -53.7% 632 $32K
Financial Gravity Asset Management, Inc. 0.01% Reduce -74.5% 600 $30K
Bank of Montreal 0.00% No change 500 $26K
Transcendent Capital Group LLC 0.01% No change 500 $25K
Guardian Wealth Advisors, LLC / NC 0.00% No change 500 $25K
Ashton Thomas Private Wealth, LLC 0.00% New 462 $23K
Raleigh Capital Management Inc. 0.01% Add +3.0% 343 $17K
Adirondack Trust Co. 0.01% No change 320 $16K
Castleview Partners, LLC 0.01% New 185 $9K
Tsfg, LLC 0.00% New 186 $9K
FMR LLC 0.00% Reduce -1.7% 175 $9K
Accordant Advisory Group Inc 0.01% Reduce -10.8% 165 $8K
Davis Capital Management 0.01% New 132 $7K
Mather Group, Llc. 0.00% New 117 $6K
Venturi Wealth Management, LLC 0.00% No change 121 $6K
Farther Finance Advisors, LLC 0.00% Reduce -33.3% 56 $3K
Princeton Global Asset Management LLC 0.00% No change 45 $2K
Bank of America Corp. 0.00% No change 20 $1K
DT Investment Partners, LLC 0.00% New 8 $405

"% 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.