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
Tyler-Stone Wealth Management 0.36% Reduce -1.4% 40,493 $2.0M
Garden State Investment Advisory Services LLC 0.62% Add +4.3% 40,305 $2.0M
Cornerstone Wealth Management, LLC 0.14% Reduce -2.1% 40,196 $2.0M
Sanctuary Advisors, LLC 0.01% Reduce -36.3% 37,636 $1.9M
Comerica Bank 0.01% Add +23.0% 38,372 $1.9M
Goldstone Financial Group, LLC 0.29% Add +44.9% 37,435 $1.9M
Proactive Wealth Strategies LLC 0.96% Add +7.0% 36,607 $1.8M
Harvest Investment Services, LLC 0.44% Reduce -4.3% 36,118 $1.8M
Clear Creek Financial Management, LLC 0.19% Add +11.5% 35,134 $1.8M
Unique Wealth, LLC 0.36% Reduce -15.1% 34,444 $1.7M
HBK Sorce Advisory LLC 0.05% Add +0.2% 32,552 $1.6M
Oppenheimer & Co. Inc. 0.02% Add +10.9% 31,698 $1.6M
International Assets Investment Management, LLC 0.13% New 31,639 $1.6M
Private Trust Co. NA 0.16% Add +67.4% 31,419 $1.6M
Moors & Cabot, Inc. 0.07% Add +11.1% 31,316 $1.6M
AE Wealth Management LLC 0.01% Reduce -0.4% 31,306 $1.6M
Jane Street Group, LLC 0.00% New 31,182 $1.6M
Collaborative Wealth Managment Inc. 0.70% Add +4.3% 30,815 $1.5M
Equitable Holdings, Inc. 0.01% Reduce -17.3% 30,127 $1.5M
Citadel Advisors 0.00% Add +120.3% 29,898 $1.5M
Corus Family Wealth Advisors 1.01% No change 29,746 $1.5M
Hobart Private Capital, LLC 0.37% Reduce -39.9% 29,612 $1.5M
Golden State Wealth Management, LLC 0.22% — 29,301 $1.5M
Stratos Wealth Partners, LTD. 0.02% Add +18.9% 28,534 $1.4M
Ofc Financial Planning, LLC 1.51% — 28,529 $1.4M
Cwm, LLC 0.01% Add +8.9% 27,923 $1.4M
Maia Wealth LLC 0.30% Add +61.2% 27,049 $1.4M
Sequent Planning LLC 0.49% Reduce -0.7% 26,375 $1.3M
IHT Wealth Management, LLC 0.04% Add +19.4% 26,004 $1.3M
Captrust Financial Advisors 0.00% Add +1.6% 25,863 $1.3M
Valtinson Bruner Financial Planning LLC 0.45% Reduce -2.2% 25,415 $1.3M
Barrett & Company, Inc. 0.54% Add +21.3% 25,322 $1.3M
LRI Investments, LLC 0.12% New 25,000 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +18.7% 24,829 $1.2M
Schulz Wealth, LTD. 0.93% No change 24,225 $1.2M
Chronos Wealth Management, LLC 0.62% Reduce -3.1% 24,225 $1.2M
Triumph Capital Management 0.41% Add +3.4% 23,968 $1.2M
SeaCrest Wealth Management, LLC 0.13% Add +10.6% 23,822 $1.2M
Capital Analysts, LLC 0.05% Add +41.0% 22,845 $1.1M
Farther Finance Advisors, LLC 0.04% Add +40321.4% 22,636 $1.1M
Summit Wealth Partners, LLC 0.23% Reduce -0.5% 22,549 $1.1M
Focus Partners Wealth 0.00% New 22,045 $1.1M
Aurora Private Wealth, Inc. 0.82% Add +21.2% 21,763 $1.1M
Householder Group Estate & Retirement Specialist, LLC 0.82% Reduce -78.4% 21,742 $1.1M
OMNI 360 Wealth, Inc. 0.71% Reduce -3.6% 21,400 $1.1M
Stonehaven Wealth & Tax Solutions, LLC 1.16% — 21,266 $1.1M
National Wealth Management Group, LLC 0.70% Add +41.5% 20,808 $1.0M
TCFG Wealth Management, LLC 0.52% Add +1.3% 20,458 $1.0M
Prosperity Financial Group, Inc. 0.50% Reduce -0.6% 19,766 $992K
IFG Advisory, LLC 0.06% Add +45.7% 19,363 $972K
DAVENPORT & Co LLC 0.01% Add +0.8% 19,326 $970K
Bison Wealth, LLC 0.12% — 18,968 $952K
Delta Investment Management, LLC 0.18% Reduce -43.1% 18,472 $927K
Motiv8 Investments LLC 0.65% Reduce -1.2% 18,430 $925K
Great Valley Advisor Group, Inc. 0.02% Add +8.3% 18,393 $924K
Herold Advisors, Inc. 0.20% Add +6.5% 18,202 $914K
Jaffetilchin Investment Partners, LLC 0.07% Add +0.2% 18,054 $906K
Precedent Wealth Partners, LLC 0.29% Add +1.9% 17,807 $894K
Financial Advocates Investment Management 0.05% Reduce -25.0% 17,599 $884K
Financial Partners Group, Inc 0.13% Reduce -45.2% 17,344 $871K
Daymark Wealth Partners, LLC 0.03% Reduce -4.1% 16,464 $827K
Advisory Services Network, LLC 0.02% Add +60.4% 16,417 $824K
REAP Financial Group, LLC 0.20% Add +2.3% 16,308 $819K
Matauro, LLC 0.18% — 16,188 $813K
Pursue Wealth Partners LLC 0.46% Add +134.4% 15,884 $798K
Patriot Financial Group Insurance Agency, LLC 0.10% Reduce -41.5% 15,270 $767K
Ameriprise Financial Inc. 0.00% New 15,164 $761K
Koshinski Asset Management, Inc. 0.06% Add +14.0% 15,076 $757K
Avidian Wealth Enterprises, LLC 0.03% No change 15,010 $754K
Western Wealth Management, LLC 0.04% Add +1.5% 14,884 $747K
Cerity Partners LLC 0.00% No change 14,740 $740K
Puff Wealth Management, LLC 1.26% — 14,424 $724K
Strategic Blueprint, LLC 0.04% Add +19.8% 14,144 $710K
Creative Financial Designs Inc. 0.06% Add +79.4% 14,060 $706K
Next Level Private LLC 0.28% Add +19.3% 13,832 $695K
Sagespring Wealth Partners, LLC 0.02% — 13,738 $690K
NWF Advisory Services Inc. 0.10% Reduce -47.8% 13,298 $668K
1776 Wealth LLC 0.30% No change 13,209 $663K
SageView Advisory Group, LLC 0.03% Reduce -2.6% 12,851 $645K
Choreo, LLC 0.01% Reduce -0.7% 12,516 $631K
GTS Securities LLC 0.03% Reduce -11.3% 12,523 $629K
J.W. Cole Advisors, Inc. 0.03% Add +30.0% 12,518 $629K
Investment Partners Asset Management, Inc. 0.49% No change 12,375 $621K
Total Clarity Wealth Management, Inc. 0.20% Reduce -8.8% 12,300 $618K
Clearstead Advisors, LLC 0.01% Add +771.5% 12,201 $613K
Main Street Financial Solutions, LLC 0.06% Add +54.5% 12,201 $613K
Centaurus Financial, Inc. 0.04% Add +99.6% 11,972 $601K
CoreCap Advisors, LLC 0.03% Reduce -39.2% 11,719 $588K
Orion Porfolio Solutions, LLC 0.01% Reduce -2.2% 11,583 $582K
Orion Portfolio Solutions, LLC 0.01% Reduce -2.2% 11,583 $582K
Capasso Planning Partners LLC 0.23% Reduce -0.3% 11,457 $575K
Comprehensive Financial Consultants Institutional, Inc. 0.21% Add +1.1% 11,307 $568K
Sowell Financial Services LLC 0.03% Reduce -27.3% 10,994 $552K
MTM Investment Management, LLC 0.21% Add +24.6% 10,990 $552K
Essex Financial Services, Inc. 0.04% Add +4.9% 10,918 $548K
Strategic Financial Concepts, LLC 0.10% New 10,778 $541K
FSB Premier Wealth Management, Inc. 0.22% Reduce -0.3% 10,734 $539K
Sunbelt Securities, Inc. 0.05% Add +19.8% 10,723 $537K
Cyndeo Wealth Partners, LLC 0.04% Reduce -27.9% 10,566 $531K
Cresset Asset Management, LLC 0.00% Add +4.3% 10,416 $523K
Ignite Planners, LLC 0.11% Add +38.4% 10,221 $513K
Mach-1 Financial Group, LLC 0.92% Add +4.7% 10,190 $512K
Faithward Advisors, LLC 0.09% New 10,181 $511K
Opulen Financial Group LLC 0.46% — 10,115 $508K
Semus Wealth Partners LLC 0.33% Add +1.9% 9,962 $500K
Atria Investments, Inc 0.01% Reduce -10.0% 9,908 $497K
Creekmur Asset Management LLC 0.11% Reduce -9.0% 9,823 $493K
Smith, Moore & Co. 0.04% Add +9.8% 9,564 $480K
Leigh Baldwin & Co., LLC 0.39% — 9,324 $468K
Resolute Wealth Strategies, LLC 0.24% Add +64.5% 9,302 $467K
Jacobi Capital Management LLC 0.03% Reduce -3.9% 9,288 $466K
Apollon Wealth Management, LLC 0.01% Reduce -11.1% 9,261 $465K
Wiser Advisor Group LLC 0.67% Add +4.9% 9,202 $462K
WealthTrust Asset Management, LLC 0.33% Add +4.1% 9,177 $461K
Private Portfolio Partners LLC 0.08% Add +42.7% 9,049 $454K
Medallion Wealth Advisors, LLC 0.22% — 8,993 $452K
Marion Wealth Management 0.12% Add +2.7% 8,647 $434K
BOS Asset Management, LLC 0.16% Reduce -18.9% 8,601 $432K
WMG Financial Advisors, LLC 0.18% Reduce -3.9% 8,502 $427K
Prosperity Wealth Management, Inc. 0.17% Add +22.9% 8,400 $422K
NCM Capital Management, LLC 0.19% Add +17.9% 8,235 $413K
Retirement Planning Group, LLC 0.02% Reduce -0.5% 8,164 $410K
Thrivent Financial for Lutherans 0.00% Add +8.1% 8,154 $409K
Mutual Advisors, LLC 0.01% Add +0.2% 7,703 $392K
Geneos Wealth Management Inc. 0.01% New 7,654 $384K
Prime Capital Investment Advisors, LLC 0.01% Add +88.9% 7,650 $384K
Concourse Financial Group Securities, Inc. 0.02% Reduce -4.7% 7,459 $380K
Global Assets Advisory, LLC 0.21% Add +0.0% 7,533 $376K
Acorn Wealth Advisors, LLC 0.15% Reduce -17.6% 7,477 $375K
Oregon Pacific Wealth Management, LLC 0.36% — 7,415 $372K
Red Crane Wealth Management, LLC 0.34% — 7,253 $364K
Larson Financial Group LLC 0.02% Add +13.2% 7,246 $364K
Principal Securities, Inc. 0.01% Add +20.5% 7,062 $355K
CPC Advisors, LLC 0.05% Add +0.9% 7,038 $353K
Cary Street Partners Financial LLC 0.01% — 7,030 $353K
Moloney Securities Asset Management, LLC 0.05% Reduce -11.7% 6,977 $350K
Legacy Investment Solutions, LLC 0.23% Add +73.4% 6,921 $350K
Legacy Wealth Managment, LLC 0.23% Add +73.4% 6,921 $350K
Naples Global Advisors, LLC 0.03% Add +7.2% 6,887 $346K
Onyx Bridge Wealth Group LLC 0.05% Add +1.9% 6,857 $344K
Owen LaRue, LLC 0.18% Reduce -8.9% 6,835 $343K
Wealth Watch Advisors, INC 0.21% — 6,786 $341K
Allworth Financial LP 0.00% No change 6,700 $339K
Insigneo Advisory Services, LLC 0.03% Add +67.0% 6,678 $335K
Compass Capital Corp. /Ma/ 0.13% — 6,563 $330K
Topsail Wealth Management, LLC 0.07% — 6,510 $327K
US Bancorp \de 0.00% Add +1.4% 6,464 $325K
Summit Financial Wealth Advisors, LLC 0.06% New 6,325 $322K
Thoroughbred Financial Services, LLC 0.02% No change 6,327 $317K
SageOak Financial, LLC 0.29% — 6,301 $316K
Core Wealth Partners LLC 0.18% Add +14.9% 6,255 $314K
L.M. Kohn & Company 0.08% Add +62.3% 6,229 $313K
Benjamin Edwards Inc. 0.00% Add +4.7% 6,226 $313K
TFB Advisors LLC 0.09% Reduce -0.8% 6,219 $312K
Kovack Advisors, Inc. 0.03% Add +15.5% 6,097 $306K
Novem Group 0.05% — 6,083 $305K
First Heartland Consultants, Inc. 0.03% Reduce -46.9% 6,077 $305K
Columbia Advisory Partners LLC 0.28% No change 5,964 $299K
Gibbs Wealth Management 0.08% New 5,948 $299K
Keystone Financial Group 0.03% Add +35.4% 5,910 $297K
StrongBox Wealth, LLC 0.12% No change 5,820 $292K
Capital CS Group, LLC 0.38% Add +0.2% 5,595 $281K
Bensler, LLC 0.03% No change 5,500 $276K
Gateway Wealth Partners, LLC 0.07% Reduce -28.7% 5,381 $270K
Hilltop Holdings Inc. 0.02% Reduce -3.7% 5,240 $263K
Chilton Capital Management LLC 0.01% Add +243.2% 5,048 $253K
Mainsail Asset Management, LLC 0.17% No change 4,966 $249K
EPG Wealth Management LLC 0.06% Reduce -24.4% 4,886 $245K
Kraft, Davis & Associates, LLC 0.07% No change 4,828 $245K
AlphaMark Advisors, LLC 0.11% No change 4,850 $244K
Global Retirement Partners, LLC 0.01% Add +11.7% 4,819 $242K
Wolverine Trading, LLC 0.01% New 4,799 $240K
Avantax Planning Partners, Inc. 0.01% Reduce -4.4% 4,735 $238K
Northwest Financial Advisors 0.20% New 4,734 $238K
Wealthcare Advisory Partners LLC 0.01% New 4,704 $236K
Strategic Financial Partners, Ltd. 0.12% Add +3.4% 4,658 $234K
Continuum Advisory, LLC 0.03% Add +0.4% 4,640 $233K
Quad-Cities Investment Group, LLC 0.11% Reduce -0.9% 4,595 $231K
Mgo One Seven LLC 0.01% New 4,407 $221K
Two Sigma Securities, LLC 0.04% New 4,241 $213K
Gladstone Institutional Advisory LLC 0.01% New 4,031 $202K
Pinnacle Bancorp, Inc. 0.06% Add +7872.3% 3,747 $188K
Murphy & Mullick Capital Management Corp 0.15% — 3,227 $162K
10Elms LLP 0.18% — 2,825 $142K
Tucker Asset Management LLC 0.03% Reduce -21.5% 2,657 $133K
DHJJ Financial Advisors, Ltd. 0.05% Reduce -0.5% 2,578 $129K
Aptus Capital Advisors, LLC 0.00% Reduce -14.3% 2,522 $127K
GPS Wealth Strategies Group, LLC 0.01% Reduce -13.3% 2,131 $107K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +47.5% 1,868 $94K
Global Trust Asset Management, LLC 0.03% New 1,500 $75K
Montag A & Associates Inc. 0.00% No change 1,500 $75K
MassMutual Private Wealth & Trust, FSB 0.00% New 1,250 $63K
IMG Wealth Management, Inc. 0.06% — 1,241 $62K
PNC Financial Services Group, Inc. 0.00% New 1,184 $59K
Truvestments Capital LLC 0.01% No change 1,133 $57K
Darwin Wealth Management, LLC 0.02% Add +0.8% 1,003 $50K
Harbor Investment Advisory, LLC 0.00% No change 970 $49K
Wilmington Savings Fund Society, FSB 0.00% No change 950 $48K
FMR LLC 0.00% Reduce -30.1% 851 $43K
ORG Partners LLC 0.01% New 750 $38K
Bank of America Corp. 0.00% New 600 $30K
Financial Gravity Companies, Inc. 0.01% Reduce -0.8% 595 $30K
JPMorgan Chase & Co. 0.00% Reduce -94.8% 540 $27K
Atlantic Private Wealth, LLC 0.02% No change 500 $25K
Bank of Montreal 0.00% No change 500 $25K
Kestra Investment Management, LLC 0.00% New 419 $21K
Ameriflex Group, Inc. 0.01% — 390 $20K
Venturi Wealth Management, LLC 0.00% Add +152.9% 306 $15K
Castleview Partners, LLC 0.01% Add +60.0% 296 $15K
Transce3nd, LLC 0.00% — 236 $12K
Raleigh Capital Management Inc. 0.00% Add +1.6% 185 $9K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -78.5% 140 $7K
Davis Capital Management 0.01% No change 132 $7K
Jones Financial Companies LLLP 0.00% New 131 $7K
SBI Securities Co., Ltd. 0.00% — 126 $6K
Tsfg, LLC 0.00% Add +1.5% 67 $3K
O'shaughnessy Asset Management, LLC 0.00% Reduce -6.5% 58 $3K
Princeton Global Asset Management LLC 0.00% No change 45 $2K
Lanark Financial, Inc. 0.15% — 33 $2K
MAI Capital Management 0.00% New 27 $1K
Plante Moran Financial Advisors, LLC 0.00% No change 22 $1K
Capital A Wealth Management, LLC 0.00% — 6 $301
Realta Investment Advisors 0.00% New 3 $151

"% 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.