FT Vest S&P 500 DVD Arst TRGKNGETF

13F holders, Q4 2024 (December 31)
323holders +35
30new positions
20sold out
1famous investor
$50.21avg. 13F price*

At the end of Q4 2024, 323 institutions reported holding FT Vest S&P 500 DVD Arst TRG (KNG) in their 13F filings, up 35 from Q3 2024. 30 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($276.1M), LPL Financial LLC ($246.0M) and Wells Fargo & Company ($238.1M). One famous investor held it 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions30$37.1M
Exits20$7.6M

All 13F filers, Q3 2024 → Q4 2024: 4,488,500 shares bought and 706,078 shares sold, net +3,782,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 323 holders

Morgan Stanley 0.02% Add +12.5% 5,499,658 $276.1M
LPL Financial LLC 0.10% Add +8.3% 4,899,319 $246.0M
Wells Fargo & Company 0.06% Add +4.5% 4,742,807 $238.1M
Raymond James Financial Inc. 0.05% — 2,932,418 $147.2M
UBS Group AG 0.02% Add +2.9% 1,921,834 $96.5M
Envestnet Asset Management Inc. 0.03% Add +11.8% 1,854,623 $93.1M
Royal Bank of Canada 0.02% Add +9.6% 1,649,115 $82.8M
Truist Financial Corp. 0.09% Add +11.2% 1,192,891 $59.9M
Kestra Advisory Services, LLC 0.29% Add +17.9% 1,055,356 $53.0M
Commonwealth Equity Services, LLC 0.07% Add +11.7% 925,220 $46.5M
Cetera Investment Advisers 0.10% Add +6.9% 916,448 $46.0M
Osaic Holdings, Inc. 0.08% Add +24.0% 721,203 $36.2M
Stifel Financial Corp. 0.03% Reduce -15.9% 595,424 $29.9M
Wagner Wealth Management, LLC 6.61% Add +2.9% 510,279 $25.6M
Coppell Advisory Solutions LLC 3.22% Add +7.6% 459,914 $23.0M
Cambridge Investment Research Advisors, Inc. 0.08% Add +6.4% 447,593 $22.5M
MML Investors Services, LLC 0.07% Add +2.7% 404,224 $20.3M
Arkadios Wealth Advisors 1.02% Add +3.6% 373,780 $18.8M
Rockefeller Capital Management L.P. 0.05% Add +69.3% 360,561 $18.1M
Solitude Financial Services 7.78% Reduce -1.8% 354,072 $17.8M
Compass Financial Services Inc 8.91% — 313,390 $15.7M
Janney Montgomery Scott LLC 0.04% Reduce -2.2% 307,912 $15.5M
Brookstone Capital Management 0.22% Add +9.3% 303,499 $15.2M
Integrated Wealth Concepts LLC 0.17% Add +9.6% 283,408 $14.2M
PSI Advisors, LLC 4.20% Add +22.3% 281,859 $14.2M
Synovus Financial Corp. 0.18% Add +2.0% 279,838 $14.1M
Flaharty Asset Management, LLC 2.04% Reduce -0.6% 278,143 $14.0M
NewEdge Advisors, LLC 0.07% Reduce -3.4% 236,567 $11.9M
Steward Partners Investment Advisory, LLC 0.10% Add +1.6% 230,413 $11.6M
Wealth Enhancement Advisory Services, LLC 0.02% Add +143.5% 215,771 $10.8M
Atria Wealth Solutions, Inc. 0.12% Add +9.6% 215,557 $10.8M
SlateStone Wealth, LLC 1.04% Add +15.7% 211,742 $10.6M
Ergawealth Advisors, Inc. 5.25% Reduce -6.3% 211,747 $10.6M
Pine Valley Investments Ltd Liability Co 0.68% Reduce -3.6% 207,582 $10.4M
Avantax Advisory Services, Inc. 0.06% Add +22.4% 189,737 $9.5M
Capital Investment Advisors, LLC 0.19% New 189,294 $9.5M
Private Advisor Group, LLC 0.05% Add +56.2% 181,709 $9.1M
Prospera Financial Services Inc 0.20% Add +12.8% 173,241 $8.7M
Alpha Omega Group, Inc. 10.24% Add +4.7% 173,159 $8.7M
HighTower Advisors, LLC 0.01% Add +31.7% 164,564 $8.3M
&partners 0.10% Add +124.8% 160,332 $8.1M
Modern Wealth Management, LLC 0.29% New 153,347 $7.7M
Townsquare Capital LLC 0.08% Add +59.5% 148,307 $7.4M
Sigma Planning Corp 0.23% Reduce -0.8% 148,301 $7.4M
Private Advisory Group LLC 0.83% Add +31.4% 147,530 $7.4M
Prasad Wealth Partners, LLC 2.36% — 145,152 $7.3M
Tandem Financial, LLC 7.21% — 133,126 $6.7M
Bullseye Investment Management, LLC 4.56% Reduce -10.9% 131,268 $6.6M
Snowden Capital Advisors LLC 0.20% Add +1.6% 127,953 $6.4M
Harbour Investments, Inc. 0.18% Add +17.4% 126,417 $6.3M
D.A. Davidson & Co. 0.05% Add +34.6% 120,172 $6.0M
Nations Financial Group Inc, /Ia/ 0.40% Add +35.4% 108,966 $5.5M
Baird Financial Group, Inc. 0.01% Add +106.0% 103,958 $5.2M
Ameritas Advisory Services, LLC 0.18% Add +35.7% 103,525 $5.2M
Argent Advisors, Inc. 1.91% Add +5.4% 102,542 $5.1M
Kingsview Wealth Management, LLC 0.10% Add +0.8% 100,961 $5.1M
Good Life Advisors, LLC 0.36% Add +5.0% 97,989 $4.9M
PFS Partners, LLC 2.64% Add +2.7% 96,415 $4.8M
Park Avenue Securities LLC 0.05% Add +15.4% 92,561 $4.6M
RFG Advisory, LLC 0.13% Reduce -4.2% 91,710 $4.6M
Susquehanna International Group, LLP 0.01% New 89,696 $4.5M
Mariner, LLC 0.01% Add +23.1% 82,603 $4.1M
Arax Advisory Partners 0.25% Add +1029.3% 80,463 $4.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.59% Add +0.3% 78,933 $4.0M
Independent Financial Group, LLC 0.13% Add +4.5% 78,722 $4.0M
Milestone Asset Management, LLC 0.86% Reduce -1.7% 77,658 $3.9M
TKG Advisors, LLC 1.80% Add +11.0% 76,506 $3.9M
Beacon Pointe Advisors, LLC 0.04% Add +6.6% 77,569 $3.9M
OneDigital Investment Advisors LLC 0.04% Add +21.2% 75,675 $3.8M
Wedbush Securities Inc. 0.13% Add +3.2% 72,707 $3.7M
Envestnet Portfolio Solutions, Inc. 0.01% Add +24.1% 68,680 $3.4M
PCG Wealth Advisors, LLC 1.21% Reduce -1.0% 65,438 $3.3M
Silver Oak Securities, Incorporated 0.30% Add +19.3% 65,534 $3.3M
IFP Advisors, Inc 0.10% Add +0.2% 63,167 $3.2M
Independent Advisor Alliance 0.04% New 63,132 $3.2M
NewEdge Wealth, LLC 0.05% No change 62,500 $3.1M
StoneX Group Inc. 0.17% Reduce -15.8% 61,541 $3.1M
B. Riley Wealth Advisors, Inc. 0.10% Add +9.8% 61,383 $3.1M
G&S Capital LLC 1.27% Add +8.4% 61,355 $3.1M
Foundations Investment Advisors, LLC 0.06% Add +1.6% 61,275 $3.1M
Holcombe Financial, Inc. 2.26% — 54,732 $2.7M
Elevated Capital Advisors, LLC 0.74% Reduce -0.6% 54,193 $2.7M
Boyce & Associates Wealth Consulting, Inc. 2.68% Reduce -60.8% 52,784 $2.7M
Capital Investment Advisory Services, LLC 0.25% Reduce -37.8% 52,681 $2.6M
Signal Advisors Wealth, LLC 0.30% Add +35.5% 52,302 $2.6M
Foguth Wealth Management, LLC. 0.69% Add +28.3% 51,388 $2.6M
Redhawk Wealth Advisors, Inc. 0.35% Reduce -9.8% 51,397 $2.6M
Kestra Private Wealth Services, LLC 0.04% Add +11.6% 49,153 $2.5M
Invst, LLC 0.30% Add +66.5% 48,580 $2.4M
Raab & Moskowitz Asset Management LLC 0.58% Add +2.4% 47,301 $2.4M
TrueWealth Advisors, LLC 0.79% Add +6.0% 47,009 $2.4M
Crux Wealth Advisors 1.28% — 45,838 $2.3M
Concurrent Investment Advisors, LLC 0.06% Add +1.5% 45,711 $2.3M
Stillwater Wealth Management Group 2.06% — 45,594 $2.3M
Stonebridge Financial Planning Group, LLC 1.02% Add +14.7% 45,520 $2.3M
BlueChip Wealth Advisors LLC 1.26% Reduce -13.3% 45,196 $2.3M
CreativeOne Wealth, LLC 0.07% Add +610.0% 44,722 $2.2M
Old Mission Capital LLC 0.05% New 44,318 $2.2M
Econ Financial Services Corp 1.24% Add +96.3% 42,879 $2.2M
Iams Wealth Management, LLC 0.97% Add +6.8% 42,374 $2.1M

"% 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.

Show all 323 holders