FT Vest S&P 500 DVD Arst TRGKNGETF

13F holders, Q3 2024 (September 30)
288holders +16
36new positions
23sold out
2famous investors
$54.47avg. 13F price*

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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions36$18.7M
Exits23$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
Lanark Financial, Inc. 0.14% Add +18.1% 31,674 $1.7M
Financial Partners Group, Inc 0.26% Reduce -14.1% 31,652 $1.7M
Clear Creek Financial Management, LLC 0.19% Reduce -9.7% 31,506 $1.7M
Cedrus LLC 0.63% Add +70.3% 31,447 $1.7M
AE Wealth Management LLC 0.02% Reduce -76.6% 31,445 $1.7M
Comerica Bank 0.01% Add +8.5% 31,188 $1.7M
Corus Family Wealth Advisors 1.15% Add +8.9% 29,746 $1.6M
Collaborative Wealth Managment Inc. 0.73% Add +2.3% 29,542 $1.6M
Invst, LLC 0.19% Add +202.3% 29,184 $1.6M
Raymond James Trust N.A. 0.03% Add +4.4% 28,587 $1.6M
Oppenheimer & Co. Inc. 0.02% Add +7.2% 28,572 $1.6M
Moors & Cabot, Inc. 0.08% Add +31.6% 28,198 $1.5M
FinTrust Capital Advisors, LLC 0.25% Add +65.5% 27,443 $1.5M
Sequent Planning LLC 0.50% Add +1.2% 26,568 $1.4M
Patriot Financial Group Insurance Agency, LLC 0.19% Reduce -0.1% 26,088 $1.4M
Valtinson Bruner Financial Planning LLC 0.49% Reduce -0.7% 25,996 $1.4M
Goldstone Financial Group, LLC 0.24% Add +35.1% 25,836 $1.4M
Cwm, LLC 0.01% Add +8.8% 25,639 $1.4M
NWF Advisory Services Inc. 0.20% No change 25,450 $1.4M
Captrust Financial Advisors 0.00% Reduce -2.2% 25,443 $1.4M
Chronos Wealth Management, LLC 0.71% Add +1.4% 25,005 $1.4M
Schulz Wealth, LTD. 1.02% No change 24,225 $1.3M
Stratos Wealth Partners, LTD. 0.02% Add +70.3% 23,991 $1.3M
Financial Advocates Investment Management 0.07% Add +25.5% 23,457 $1.3M
Triumph Capital Management 0.45% Reduce -11.0% 23,181 $1.3M
Summit Wealth Partners, LLC 0.24% Reduce -4.1% 22,672 $1.2M
OMNI 360 Wealth, Inc. 0.83% Add +15.6% 22,200 $1.2M
Econ Financial Services Corp 0.67% Add +13.9% 21,839 $1.2M
IHT Wealth Management, LLC 0.03% Add +29.3% 21,777 $1.2M
SeaCrest Wealth Management, LLC 0.13% Add +3.7% 21,549 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +7.5% 20,918 $1.1M
Barrett & Company, Inc. 0.49% Reduce -1.6% 20,872 $1.1M
TCFG Wealth Management, LLC 0.56% — 20,202 $1.1M
Prosperity Financial Group, Inc. 0.61% Reduce -42.0% 19,890 $1.1M
CoreCap Advisors, LLC 0.05% Add +102.2% 19,266 $1.0M
DAVENPORT & Co LLC 0.01% Add +0.2% 19,175 $1.0M
Private Trust Co. NA 0.10% Reduce -18.8% 18,765 $1.0M
Motiv8 Investments LLC 0.68% Add +9.7% 18,662 $1.0M
Jaffetilchin Investment Partners, LLC 0.07% Reduce -21.0% 18,018 $982K
Aurora Private Wealth, Inc. 0.77% Add +32.0% 17,950 $978K
Precedent Wealth Partners, LLC 0.31% Add +31.9% 17,469 $952K
Daymark Wealth Partners, LLC 0.04% Add +27.3% 17,162 $935K
Herold Advisors, Inc. 0.20% Add +3.4% 17,096 $932K
Y-Intercept (Hong Kong) Ltd 0.06% New 17,088 $931K
Great Valley Advisor Group, Inc. 0.02% Reduce -9.1% 16,978 $925K
Maia Wealth LLC 0.22% Add +45.5% 16,777 $897K
Capital Analysts, LLC 0.04% Add +8.5% 16,199 $883K
REAP Financial Group, LLC 0.21% Reduce -13.2% 15,935 $868K
Sowell Financial Services LLC 0.04% Reduce -11.8% 15,120 $824K
Avidian Wealth Enterprises, LLC 0.04% Reduce -0.2% 15,010 $818K
Cerity Partners LLC 0.00% Reduce -12.0% 14,740 $803K
National Wealth Management Group, LLC 0.54% Add +199.6% 14,710 $801K
Western Wealth Management, LLC 0.05% Reduce -3.0% 14,662 $799K
Cyndeo Wealth Partners, LLC 0.06% New 14,653 $798K
GTS Securities LLC 0.02% New 14,122 $769K
Citadel Advisors 0.00% Reduce -11.4% 13,572 $739K
Total Clarity Wealth Management, Inc. 0.24% Reduce -6.9% 13,480 $734K
IFG Advisory, LLC 0.05% Reduce -33.4% 13,288 $724K
Koshinski Asset Management, Inc. 0.06% Add +2.4% 13,225 $721K
1776 Wealth LLC 0.33% No change 13,209 $720K
SageView Advisory Group, LLC 0.04% Reduce -3.5% 13,200 $719K
Choreo, LLC 0.01% Add +119.0% 12,602 $685K
Investment Partners Asset Management, Inc. 0.55% No change 12,375 $674K
Orion Porfolio Solutions, LLC 0.01% Reduce -48.9% 11,849 $646K
Orion Portfolio Solutions, LLC 0.01% Reduce -48.9% 11,849 $646K
Strategic Blueprint, LLC 0.04% Add +91.4% 11,810 $643K
Next Level Private LLC 0.26% Add +16.5% 11,598 $632K
Capasso Planning Partners LLC 0.18% Add +1.3% 11,490 $626K
First Heartland Consultants, Inc. 0.07% Add +15.6% 11,438 $623K
Comprehensive Financial Consultants Institutional, Inc. 0.22% Reduce -0.9% 11,182 $609K
Atria Investments, Inc 0.01% Add +8.8% 11,004 $599K
Creekmur Asset Management LLC 0.14% Reduce -3.5% 10,794 $588K
FSB Premier Wealth Management, Inc. 0.24% Add +2.0% 10,771 $587K
BOS Asset Management, LLC 0.21% Reduce -51.8% 10,601 $578K
Apollon Wealth Management, LLC 0.02% Reduce -12.0% 10,415 $567K
JPMorgan Chase & Co. 0.00% Reduce -20.9% 10,328 $563K
Essex Financial Services, Inc. 0.04% Add +1.8% 10,405 $559K
Cresset Asset Management, LLC 0.00% Add +4.1% 9,990 $544K
Semus Wealth Partners LLC 0.37% Reduce -1.3% 9,772 $532K
Mach-1 Financial Group, LLC 0.33% Add +29.6% 9,733 $530K
Jacobi Capital Management LLC 0.04% Reduce -3.6% 9,665 $527K
J.W. Cole Advisors, Inc. 0.02% Add +2.6% 9,628 $525K
Advisory Services Network, LLC 0.01% No change 10,234 $517K
Acorn Wealth Advisors, LLC 0.21% New 9,077 $495K
Sunbelt Securities, Inc. 0.05% Add +43.1% 8,952 $488K
WMG Financial Advisors, LLC 0.22% Add +9.4% 8,843 $482K
WealthTrust Asset Management, LLC 0.36% Add +8.6% 8,818 $480K
Wiser Advisor Group LLC 0.71% Reduce -0.8% 8,773 $478K
MTM Investment Management, LLC 0.19% No change 8,820 $476K
Smith, Moore & Co. 0.05% Add +6.9% 8,713 $475K
Marion Wealth Management 0.12% Add +3.3% 8,418 $459K
Retirement Planning Group, LLC 0.02% Reduce -11.5% 8,206 $447K
Level Four Advisory Services, LLC 0.02% Add +49.0% 8,300 $436K
Moloney Securities Asset Management, LLC 0.06% Add +17.5% 7,897 $430K
Main Street Financial Solutions, LLC 0.04% Reduce -20.2% 7,896 $430K
Concourse Financial Group Securities, Inc. 0.03% Reduce -17.2% 7,830 $430K
Creative Financial Designs Inc. 0.04% New 7,838 $427K
Mutual Advisors, LLC 0.01% Reduce -3.0% 7,688 $411K
Gateway Wealth Partners, LLC 0.11% Add +18.8% 7,548 $411K
Thrivent Financial for Lutherans 0.00% Add +66.1% 7,540 $411K
Global Assets Advisory, LLC 0.22% New 7,531 $410K
Owen LaRue, LLC 0.22% New 7,500 $409K
Ignite Planners, LLC 0.09% New 7,385 $402K
Arax Advisory Partners 0.03% Reduce -13.9% 7,125 $388K
NCM Capital Management, LLC 0.18% Add +6.1% 6,985 $381K
CPC Advisors, LLC 0.06% Reduce -3.9% 6,972 $380K
Prosperity Wealth Management, Inc. 0.15% New 6,836 $372K
Pursue Wealth Partners LLC 0.20% Add +39.6% 6,777 $369K
Onyx Bridge Wealth Group LLC 0.06% Reduce -0.1% 6,728 $367K
Allworth Financial LP 0.00% No change 6,700 $365K
EPG Wealth Management LLC 0.09% Add +0.0% 6,465 $352K
Naples Global Advisors, LLC 0.03% Reduce -8.4% 6,424 $350K
Larson Financial Group LLC 0.02% Add +25.7% 6,399 $349K
US Bancorp \de 0.00% Add +115.9% 6,376 $347K
Private Portfolio Partners LLC 0.06% New 6,342 $346K
Thoroughbred Financial Services, LLC 0.02% No change 6,327 $344K
CreativeOne Wealth, LLC 0.01% New 6,299 $343K
TFB Advisors LLC 0.10% Reduce -8.0% 6,269 $342K
Centaurus Financial, Inc. 0.02% New 5,997 $327K
Columbia Advisory Partners LLC 0.31% Add +2.1% 5,964 $325K
Benjamin Edwards Inc. 0.00% Add +392.0% 5,948 $324K
N.E.W. Advisory Services LLC 0.03% Reduce -91.6% 5,877 $320K
Principal Securities, Inc. 0.01% Add +19.5% 5,862 $319K
StrongBox Wealth, LLC 0.14% Add +15.7% 5,820 $317K
Resolute Wealth Strategies, LLC 0.16% New 5,656 $308K
Capital CS Group, LLC 0.37% Reduce -24.3% 5,584 $304K
Bensler, LLC 0.04% No change 5,500 $300K
Core Wealth Partners LLC 0.18% New 5,445 $297K
Hilltop Holdings Inc. 0.02% New 5,440 $296K
Kovack Advisors, Inc. 0.03% Add +21.3% 5,277 $287K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -1.4% 5,193 $283K
Mainsail Asset Management, LLC 0.20% No change 4,966 $271K
Avantax Planning Partners, Inc. 0.01% Add +15.3% 4,954 $270K
Bryn Mawr Trust Advisors, LLC 0.01% No change 4,849 $264K
AlphaMark Advisors, LLC 0.09% No change 4,850 $264K
Kraft, Davis & Associates, LLC 0.08% New 4,828 $254K
Quad-Cities Investment Group, LLC 0.13% Add +2.0% 4,637 $253K
Continuum Advisory, LLC 0.03% Add +1.0% 4,622 $247K
Strategic Financial Partners, Ltd. 0.13% Add +0.7% 4,506 $246K
Carson Advisory Inc. 0.15% New 4,458 $243K
Keystone Financial Group 0.03% New 4,365 $238K
Global Retirement Partners, LLC 0.01% Add +4.0% 4,316 $235K
Prime Capital Investment Advisors, LLC 0.00% No change 4,050 $221K
Covenant Asset Management, LLC 0.05% No change 4,000 $218K
Insigneo Advisory Services, LLC 0.02% Reduce -1.3% 4,000 $218K
Legacy Investment Solutions, LLC 0.13% — 3,991 $215K
Legacy Wealth Managment, LLC 0.13% — 3,991 $215K
Bison Wealth, LLC 0.03% Reduce -83.7% 3,857 $210K
L.M. Kohn & Company 0.05% Reduce -57.3% 3,839 $209K
Maxwell Wealth Strategies Inc. 0.09% Reduce -8.3% 3,923 $208K
Integrity Financial Corp 0.12% New 3,729 $203K
Bleakley Financial Group, LLC 0.01% New 3,696 $201K
Tucker Asset Management LLC 0.04% Reduce -22.1% 3,384 $184K
Aptus Capital Advisors, LLC 0.00% Add +1.5% 2,944 $160K
DHJJ Financial Advisors, Ltd. 0.06% No change 2,590 $141K
GPS Wealth Strategies Group, LLC 0.02% Add +0.3% 2,459 $134K
Montag A & Associates Inc. 0.00% No change 1,500 $82K
Chilton Capital Management LLC 0.00% New 1,471 $80K
Clearstead Advisors, LLC 0.00% No change 1,400 $76K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +0.2% 1,266 $69K
FMR LLC 0.00% Add +596.0% 1,218 $66K
Truvestments Capital LLC 0.02% New 1,133 $62K
Darwin Wealth Management, LLC 0.01% New 995 $54K
Harbor Investment Advisory, LLC 0.01% Add +4.6% 970 $53K
Wilmington Savings Fund Society, FSB 0.00% New 950 $52K
VitalStone Financial, LLC 0.03% Add +14.9% 726 $40K
Hazlett, Burt & Watson, Inc. 0.02% Add +2.4% 652 $36K
Financial Gravity Companies, Inc. 0.01% — 600 $33K
Atlantic Private Wealth, LLC 0.02% New 500 $27K
Transcendent Capital Group LLC 0.01% No change 500 $27K
Guardian Wealth Advisors, LLC / NC 0.00% No change 500 $27K
Bank of Montreal 0.00% No change 500 $27K
Qube Research & Technologies Ltd 0.00% New 459 $25K
Pacifica Partners Inc. 0.01% New 360 $20K
GeoWealth Management, LLC 0.00% New 349 $19K
Adirondack Trust Co. 0.01% No change 320 $17K
Castleview Partners, LLC 0.01% No change 185 $10K
Raleigh Capital Management Inc. 0.00% Reduce -46.9% 182 $10K
Davis Capital Management 0.01% No change 132 $7K
Venturi Wealth Management, LLC 0.00% No change 121 $7K
Smartleaf Asset Management LLC 0.00% New 120 $7K
Tsfg, LLC 0.00% Reduce -64.5% 66 $4K
O'shaughnessy Asset Management, LLC 0.00% New 62 $3K
Farther Finance Advisors, LLC 0.00% No change 56 $3K
Pinnacle Bancorp, Inc. 0.00% New 47 $3K
Princeton Global Asset Management LLC 0.00% No change 45 $2K
Plante Moran Financial Advisors, LLC 0.00% New 22 $1K
Peterson Financial Group, Inc. 0.00% New 9 $478

"% 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.