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 |
| 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.