FT Vest S&P 500 DVD Arst TRGKNGETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 288 institutions reported holding FT Vest S&P 500 DVD Arst TRG (KNG) in their 13F filings, up 16 from Q2 2024. 36 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($266.2M), Wells Fargo & Company ($247.2M) and LPL Financial LLC ($246.5M). 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 (Q3 2024)
- CUSIP
- 33739Q705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $18.7M |
| Exits | 23 | $8.4M |
All 13F filers, Q2 2024 → Q3 2024: 4,543,453 shares bought and 1,573,826 shares sold, net +2,969,627 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 288 holders
| Morgan Stanley | 0.02% | Add +10.9% | 4,886,941 | $266.2M |
| Wells Fargo & Company | 0.06% | Add +12.0% | 4,538,006 | $247.2M |
| LPL Financial LLC | 0.11% | Add +15.6% | 4,525,106 | $246.5M |
| UBS Group AG | 0.03% | Add +23.4% | 1,868,577 | $101.8M |
| Envestnet Asset Management Inc. | 0.03% | Add +16.1% | 1,658,124 | $90.3M |
| Raymond James & Associates | 0.05% | Add +3.6% | 1,564,743 | $85.2M |
| Royal Bank of Canada | 0.02% | Add +2.3% | 1,504,784 | $82.0M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +0.9% | 1,260,010 | $68.6M |
| Truist Financial Corp. | 0.09% | Add +29.3% | 1,072,860 | $58.4M |
| Kestra Advisory Services, LLC | 0.27% | Add +115.5% | 894,998 | $48.8M |
| Cetera Investment Advisers | 0.10% | Reduce -0.4% | 857,407 | $46.7M |
| Commonwealth Equity Services, LLC | 0.07% | Add +10.7% | 828,641 | $45.1M |
| Stifel Financial Corp. | 0.04% | Add +6.4% | 707,856 | $38.6M |
| Osaic Holdings, Inc. | 0.07% | Reduce -6.8% | 581,644 | $31.7M |
| Wagner Wealth Management, LLC | 7.29% | Add +8.9% | 495,949 | $27.0M |
| Coppell Advisory Solutions LLC | 3.41% | Add +2.0% | 427,287 | $23.2M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -2.0% | 420,576 | $22.9M |
| MML Investors Services, LLC | 0.08% | Add +2.5% | 393,428 | $21.4M |
| Arkadios Wealth Advisors | 1.11% | Add +13.3% | 360,911 | $19.7M |
| Solitude Financial Services | 8.38% | Add +1.2% | 360,465 | $19.6M |
| Janney Montgomery Scott LLC | 0.05% | Add +19.0% | 314,956 | $17.2M |
| Flaharty Asset Management, LLC | 2.14% | Add +1.8% | 279,822 | $15.2M |
| Brookstone Capital Management | 0.22% | Add +0.7% | 277,814 | $15.1M |
| Synovus Financial Corp. | 0.17% | Add +1.4% | 274,317 | $14.9M |
| Integrated Wealth Concepts LLC | 0.17% | Add +11.8% | 258,657 | $14.1M |
| NewEdge Advisors, LLC | 0.09% | Add +74.3% | 244,779 | $13.3M |
| PSI Advisors, LLC | 3.68% | Add +21.5% | 230,420 | $12.6M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +4.0% | 226,679 | $12.3M |
| Ergawealth Advisors, Inc. | 6.10% | Reduce -1.8% | 225,970 | $12.3M |
| Pine Valley Investments Ltd Liability Co | 0.81% | Add +6.1% | 215,375 | $11.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +5.8% | 212,961 | $11.6M |
| Atria Wealth Solutions, Inc. | 0.12% | Add +21.7% | 196,726 | $10.8M |
| SlateStone Wealth, LLC | 0.90% | Add +8.1% | 183,067 | $10.0M |
| Alpha Omega Group, Inc. | 12.37% | Add +2.0% | 165,406 | $9.0M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -6.5% | 155,044 | $8.4M |
| Prospera Financial Services Inc | 0.21% | Reduce -31.8% | 153,640 | $8.4M |
| Sigma Planning Corp | 0.25% | Add +7.1% | 149,550 | $8.1M |
| Bullseye Investment Management, LLC | 4.76% | Add +19.4% | 147,367 | $8.0M |
| Boyce & Associates Wealth Consulting, Inc. | 7.63% | Add +1.5% | 134,796 | $7.3M |
| Snowden Capital Advisors LLC | 0.21% | Add +21.1% | 125,900 | $6.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -9.3% | 124,920 | $6.8M |
| Private Advisor Group, LLC | 0.04% | Reduce -22.1% | 116,344 | $6.4M |
| Private Advisory Group LLC | 0.77% | Reduce -0.2% | 112,249 | $6.1M |
| Harbour Investments, Inc. | 0.18% | Add +78.4% | 107,685 | $5.9M |
| Householder Group Estate & Retirement Specialist, LLC | 1.60% | Add +37.2% | 100,711 | $5.5M |
| Kingsview Wealth Management, LLC | 0.11% | Reduce -1.6% | 100,209 | $5.5M |
| Argent Advisors, Inc. | 1.97% | Add +5.2% | 97,294 | $5.3M |
| RFG Advisory, LLC | 0.16% | Add +7.8% | 95,705 | $5.2M |
| PFS Partners, LLC | 2.95% | Add +4.3% | 93,893 | $5.1M |
| Good Life Advisors, LLC | 0.31% | Reduce -9.2% | 93,328 | $5.1M |
| Townsquare Capital LLC | 0.06% | Add +21.6% | 92,969 | $5.1M |
| D.A. Davidson & Co. | 0.04% | Add +34.1% | 89,301 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.9% | 88,624 | $4.8M |
| Capital Investment Advisory Services, LLC | 0.44% | Add +12.3% | 84,708 | $4.6M |
| Nations Financial Group Inc, /Ia/ | 0.32% | Add +12.2% | 80,485 | $4.4M |
| Park Avenue Securities LLC | 0.05% | Add +10.5% | 80,219 | $4.4M |
| Milestone Asset Management, LLC | 0.97% | Add +10.6% | 79,018 | $4.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.65% | New | 78,724 | $4.3M |
| Ameritas Advisory Services, LLC | 0.18% | Add +29.5% | 76,285 | $4.2M |
| Independent Financial Group, LLC | 0.15% | Add +2.2% | 75,325 | $4.1M |
| StoneX Group Inc. | 0.29% | Reduce -20.1% | 73,070 | $4.0M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +2.7% | 72,766 | $4.0M |
| &partners | 0.08% | New | 71,335 | $3.9M |
| Wedbush Securities Inc. | 0.14% | Add +0.1% | 70,449 | $3.8M |
| TKG Advisors, LLC | 1.85% | Add +3.8% | 68,935 | $3.8M |
| Mariner, LLC | 0.01% | Reduce -25.1% | 67,111 | $3.7M |
| PCG Wealth Advisors, LLC | 1.39% | Add +1.6% | 66,094 | $3.6M |
| IFP Advisors, Inc | 0.12% | Reduce -10.1% | 63,066 | $3.4M |
| NewEdge Wealth, LLC | 0.06% | No change | 62,500 | $3.4M |
| OneDigital Investment Advisors LLC | 0.04% | Add +2.4% | 62,440 | $3.4M |
| Foundations Investment Advisors, LLC | 0.07% | Reduce -2.5% | 60,293 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +7.8% | 59,115 | $3.2M |
| Redhawk Wealth Advisors, Inc. | 0.44% | Add +274.1% | 56,961 | $3.1M |
| G&S Capital LLC | 1.29% | Add +2.7% | 56,616 | $3.1M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -21.8% | 55,908 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -5.5% | 55,346 | $3.0M |
| Silver Oak Securities, Incorporated | 0.32% | Add +51.7% | 54,945 | $3.0M |
| Elevated Capital Advisors, LLC | 0.79% | Reduce -1.4% | 54,528 | $3.0M |
| BlueChip Wealth Advisors LLC | 1.49% | Add +9.8% | 52,123 | $2.8M |
| Baird Financial Group, Inc. | 0.01% | Add +25.0% | 50,463 | $2.7M |
| Hobart Private Capital, LLC | 0.69% | Add +13.5% | 49,232 | $2.7M |
| Raab & Moskowitz Asset Management LLC | 0.64% | Reduce -1.9% | 46,202 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +63.1% | 45,037 | $2.5M |
| TrueWealth Advisors, LLC | 0.81% | Add +4.8% | 44,346 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +147.7% | 44,044 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.16% | Reduce -7.1% | 41,071 | $2.2M |
| Tyler-Stone Wealth Management | 0.42% | Add +26.3% | 41,046 | $2.2M |
| Unique Wealth, LLC | 0.51% | Reduce -42.8% | 40,573 | $2.2M |
| Stonebridge Financial Planning Group, LLC | 1.03% | Add +10.8% | 39,688 | $2.2M |
| Iams Wealth Management, LLC | 1.06% | Add +0.5% | 39,662 | $2.2M |
| Foguth Wealth Management, LLC. | 0.78% | Add +649.8% | 40,046 | $2.1M |
| Garden State Investment Advisory Services LLC | 0.68% | Add +20.1% | 38,647 | $2.1M |
| Signal Advisors Wealth, LLC | 0.30% | New | 38,599 | $2.1M |
| Harvest Investment Services, LLC | 0.66% | Add +418.0% | 37,758 | $2.1M |
| Stephens Inc. | 0.03% | Reduce -16.2% | 37,426 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Add +36.8% | 36,410 | $2.0M |
| Renaissance Technologies | 0.00% | Reduce -15.1% | 34,300 | $1.9M |
| Proactive Wealth Strategies LLC | 1.03% | — | 34,198 | $1.9M |
| HBK Sorce Advisory LLC | 0.05% | Reduce -0.6% | 32,480 | $1.8M |
| Delta Investment Management, LLC | 0.36% | Reduce -1.8% | 32,467 | $1.8M |
"% 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.