FT Vest S&P 500 DVD Arst TRGKNGETF

13F holders, Q2 2025 (June 30)
316holders −5
26new positions
32sold out
1famous investor
$49.13avg. 13F price*

At the end of Q2 2025, 316 institutions reported holding FT Vest S&P 500 DVD Arst TRG (KNG) in their 13F filings, down 5 from Q1 2025. 26 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($299.3M), LPL Financial LLC ($280.1M) and Wells Fargo & Company ($203.3M). 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 (Q2 2025)
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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions26$69.3M
Exits32$38.7M

All 13F filers, Q1 2025 → Q2 2025: 4,634,417 shares bought and 2,685,809 shares sold, net +1,948,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 316 holders

Morgan Stanley 0.02% Add +5.8% 6,095,178 $299.3M
LPL Financial LLC 0.09% Add +13.6% 5,704,698 $280.1M
Wells Fargo & Company 0.04% Reduce -6.9% 4,140,555 $203.3M
Raymond James Financial Inc. 0.04% Add +2.8% 2,651,296 $130.2M
UBS Group AG 0.02% Add +5.1% 2,204,285 $108.2M
Envestnet Asset Management Inc. 0.03% Reduce -3.6% 1,847,287 $90.7M
Royal Bank of Canada 0.02% Add +4.2% 1,814,972 $89.1M
Truist Financial Corp. 0.10% Add +1.4% 1,319,368 $64.8M
Commonwealth Equity Services, LLC 0.07% Add +2.8% 1,063,178 $52.2M
Cetera Investment Advisers 0.08% Add +3.8% 939,456 $46.1M
Teamwork Financial Advisors, LLC 5.00% New 829,178 $40.7M
Osaic Holdings, Inc. 0.07% Add +5.6% 819,849 $40.3M
Wagner Wealth Management, LLC 6.94% Add +4.6% 620,041 $30.4M
Capital Investment Advisors, LLC 0.46% Add +3.5% 520,881 $26.1M
Cambridge Investment Research Advisors, Inc. 0.07% Reduce -13.6% 462,708 $22.7M
Stifel Financial Corp. 0.02% Add +29.5% 450,927 $22.1M
MML Investors Services, LLC 0.06% Add +7.5% 409,633 $20.1M
Rockefeller Capital Management L.P. 0.04% Reduce -2.4% 378,078 $18.6M
Atlas Private Wealth Advisors 2.20% Add +79.3% 348,865 $17.1M
Compass Financial Services Inc 7.98% Add +2.8% 335,433 $16.5M
Synovus Financial Corp. 0.20% Add +10.3% 332,402 $16.3M
Brookstone Capital Management 0.21% Add +14.6% 329,374 $16.2M
Foguth Wealth Management, LLC. 3.44% Add +271.2% 327,531 $16.1M
Signal Advisors Wealth, LLC 1.25% Add +260.4% 324,613 $15.9M
Flaharty Asset Management, LLC 2.15% Add +5.7% 320,397 $15.7M
Janney Montgomery Scott LLC 0.04% Add +5.1% 305,786 $15.0M
Arkadios Wealth Advisors 0.45% Reduce -10.2% 303,967 $14.9M
Kestra Advisory Services, LLC 0.07% Reduce -63.6% 301,660 $14.8M
Integrated Wealth Concepts LLC 0.15% Add +3.5% 298,223 $14.6M
Coppell Advisory Solutions LLC 1.67% Add +0.8% 286,257 $14.1M
Solitude Financial Services 4.58% Add +9.7% 257,486 $12.6M
SlateStone Wealth, LLC 1.17% Add +0.9% 254,649 $12.5M
Symphony Financial Services, Inc. 6.46% Add +0.8% 220,318 $10.8M
Steward Partners Investment Advisory, LLC 0.08% Reduce -0.3% 216,757 $10.6M
Prasad Wealth Partners, LLC 2.79% Add +9.8% 194,140 $9.5M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -5.4% 189,571 $9.5M
Prospera Financial Services Inc 0.17% Add +15.6% 190,473 $9.4M
Modern Wealth Management, LLC 0.22% Add +6.7% 178,014 $8.7M
Flputnam Investment Management Co. 0.15% Add +260.1% 177,271 $8.7M
Ergawealth Advisors, Inc. 3.91% Reduce -18.7% 177,041 $8.7M
Private Advisor Group, LLC 0.05% Add +46.5% 175,014 $8.6M
Sigma Planning Corp 0.25% Add +6.8% 168,739 $8.3M
NewEdge Advisors, LLC 0.04% Reduce -0.1% 166,505 $8.2M
Harbour Investments, Inc. 0.19% Add +9.4% 156,428 $7.7M
Bullseye Investment Management, LLC 4.43% No change 137,114 $6.9M
Avantax Advisory Services, Inc. 0.04% Reduce -19.2% 138,682 $6.8M
Snowden Capital Advisors LLC 0.20% Add +0.6% 137,533 $6.8M
Curran Financial Partners, LLC 1.48% New 136,836 $6.7M
Independent Financial Group, LLC 0.18% Add +50.0% 133,293 $6.5M
RFG Advisory, LLC 0.15% Add +34.0% 129,315 $6.3M
Atria Wealth Solutions, Inc. 0.14% Reduce -44.8% 128,506 $6.3M
Argent Advisors, Inc. 1.92% Reduce -0.6% 126,410 $6.2M
&partners 0.05% Reduce -27.8% 125,544 $6.2M
Park Avenue Securities LLC 0.05% New 116,008 $5.7M
HighTower Advisors, LLC 0.01% Reduce -2.9% 113,978 $5.6M
Baird Financial Group, Inc. 0.01% Add +39.3% 111,196 $5.5M
D.A. Davidson & Co. 0.04% Add +9.1% 103,860 $5.1M
PFS Partners, LLC 2.52% Add +2.4% 101,879 $5.0M
Farther Finance Advisors, LLC 0.10% Add +90.3% 100,097 $4.9M
Triad Wealth Partners, LLC 0.90% New 90,383 $4.4M
Kingsview Wealth Management, LLC 0.07% Reduce -13.0% 90,249 $4.4M
TKG Advisors, LLC 1.86% Add +5.6% 84,495 $4.1M
OneDigital Investment Advisors LLC 0.05% Reduce -3.0% 83,558 $4.1M
Ameritas Advisory Services, LLC 0.21% Reduce -19.5% 83,095 $4.1M
Milestone Asset Management, LLC 0.86% Add +4.6% 83,008 $4.1M
Mariner, LLC 0.01% Add +3.2% 78,452 $3.9M
ZEGA Investments, LLC 0.96% New 77,773 $3.8M
Tandem Financial, LLC 3.56% Reduce -42.4% 77,238 $3.8M
Good Life Advisors, LLC 0.22% Reduce -13.2% 70,114 $3.4M
Prevail Innovative Wealth Advisors, LLC 0.73% Add +96.5% 65,927 $3.2M
G&S Capital LLC 1.24% Add +2.5% 63,623 $3.1M
Holcombe Financial, Inc. 2.29% Add +9.9% 61,997 $3.0M
Goldstone Financial Group, LLC 0.40% Add +6.4% 60,445 $3.0M
Concurrent Investment Advisors, LLC 0.06% Add +10.6% 61,331 $3.0M
Arax Advisory Partners 0.14% Add +16.7% 61,157 $3.0M
Silver Oak Securities, Incorporated 0.25% Reduce -7.2% 60,865 $3.0M
Beacon Pointe Advisors, LLC 0.03% Reduce -2.3% 59,930 $2.9M
Capital Investment Advisory Services, LLC 0.24% Add +9.5% 58,913 $2.9M
NewEdge Wealth, LLC 0.04% Reduce -8.0% 57,700 $2.9M
Retirement Guys Formula LLC 1.07% Add +15.7% 57,578 $2.8M
Stonebridge Financial Planning Group, LLC 1.17% Add +5.7% 57,205 $2.8M
Invst, LLC 0.35% Reduce -5.9% 56,708 $2.8M
Raab & Moskowitz Asset Management LLC 0.65% Reduce -0.1% 55,348 $2.7M
Foundations Investment Advisors, LLC 0.04% Add +24.2% 55,330 $2.7M
Kestra Private Wealth Services, LLC 0.04% Add +7.5% 54,048 $2.7M
International Assets Investment Management, LLC 0.21% Add +51.4% 53,352 $2.6M
Private Advisory Group LLC 0.24% Reduce -2.2% 53,183 $2.6M
Triumph Capital Management 0.78% Add +69.0% 52,648 $2.6M
Wedbush Securities Inc. 0.09% Reduce -26.2% 52,193 $2.6M
BlueChip Wealth Advisors LLC 1.05% Add +1.3% 52,102 $2.6M
Elevated Capital Advisors, LLC 0.71% No change 49,847 $2.5M
IFP Advisors, Inc 0.07% Add +54.3% 51,274 $2.5M
Independent Advisor Alliance 0.07% Reduce -6.1% 50,366 $2.5M
TrueWealth Advisors, LLC 0.72% Reduce -2.6% 49,293 $2.4M
IHT Wealth Management, LLC 0.06% Add +46.2% 47,172 $2.3M
Equitable Holdings, Inc. 0.02% Add +39.0% 46,315 $2.3M
Nations Financial Group Inc, /Ia/ 0.15% Add +9.2% 45,077 $2.2M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -3.5% 43,703 $2.1M
Maia Wealth LLC 0.40% Add +55.3% 42,792 $2.1M
Boyce & Associates Wealth Consulting, Inc. 1.88% Reduce -16.3% 41,906 $2.1M
Comerica Bank 0.01% Reduce -0.3% 40,971 $2.0M
Econ Financial Services Corp 1.01% Reduce -7.8% 39,869 $2.0M
Hobart Private Capital, LLC 0.44% Add +24.5% 39,592 $1.9M
Cornerstone Wealth Management, LLC 0.12% Reduce -5.6% 38,860 $1.9M
Pine Valley Investments Ltd Liability Co 0.11% Reduce -6.8% 38,608 $1.9M
Sanctuary Advisors, LLC 0.01% Reduce -5.9% 37,289 $1.8M
Oppenheimer & Co. Inc. 0.02% Add +19.0% 37,055 $1.8M
Creative Financial Designs Inc. 0.13% Add +5.9% 36,686 $1.8M
Next Level Private LLC 0.58% Add +143.9% 36,144 $1.8M
StoneX Group Inc. 0.09% Reduce -36.7% 35,586 $1.7M
Citadel Advisors 0.00% Add +12.8% 35,505 $1.7M
Lanark Financial, Inc. 0.14% Add +0.1% 35,329 $1.7M
Ofc Financial Planning, LLC 1.77% Add +5.5% 34,015 $1.7M
Proactive Wealth Strategies LLC 0.78% Reduce -0.7% 33,622 $1.7M
Clear Creek Financial Management, LLC 0.16% Add +7.9% 33,449 $1.6M
Tyler-Stone Wealth Management 0.26% Add +0.2% 32,911 $1.6M
Captrust Financial Advisors 0.00% Add +13.4% 32,803 $1.6M
Gladstone Institutional Advisory LLC 0.07% New 32,257 $1.6M
Moors & Cabot, Inc. 0.07% Reduce -0.9% 31,495 $1.5M
Motiv8 Investments LLC 0.94% Add +52.2% 31,407 $1.5M
Cwm, LLC 0.01% Add +16.2% 31,328 $1.5M
Jaffetilchin Investment Partners, LLC 0.10% Add +96.6% 31,298 $1.5M
Collaborative Wealth Managment Inc. 0.66% Reduce -6.1% 30,618 $1.5M
Cresset Asset Management, LLC 0.01% Reduce -8.0% 30,575 $1.5M
Focus Partners Wealth 0.00% Add +14.0% 30,104 $1.5M
Mutual Advisors, LLC 0.04% Add +306.2% 28,830 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -58.1% 29,501 $1.4M
NWF Advisory Services Inc. 0.17% Add +0.9% 28,700 $1.4M
HBK Sorce Advisory LLC 0.04% Reduce -8.4% 28,590 $1.4M
Stonehaven Wealth & Tax Solutions, LLC 1.33% Add +1.7% 27,664 $1.4M
Barrett & Company, Inc. 0.50% Add +3.6% 27,075 $1.3M
Sequent Planning LLC 0.42% Add +2.2% 27,039 $1.3M
Precedent Wealth Partners, LLC 0.32% Add +18.1% 26,997 $1.3M
Redhawk Wealth Advisors, Inc. 0.16% Reduce -7.1% 26,486 $1.3M
Valtinson Bruner Financial Planning LLC 0.40% Reduce -2.1% 26,028 $1.3M
AE Wealth Management LLC 0.01% Reduce -14.3% 25,757 $1.3M
Richmond Investment Services, LLC 0.26% Add +112.5% 25,338 $1.2M
Stratos Wealth Partners, LTD. 0.02% Reduce -16.9% 25,225 $1.2M
Daymark Wealth Partners, LLC 0.05% Add +20.5% 24,896 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -82.9% 24,648 $1.2M
CoreCap Advisors, LLC 0.05% Add +93.0% 24,451 $1.2M
Dynamic Advisor Solutions LLC 0.04% New 24,318 $1.2M
Schulz Wealth, LTD. 0.89% No change 24,225 $1.2M
Iams Wealth Management, LLC 0.54% Reduce -44.9% 23,848 $1.2M
Geneos Wealth Management Inc. 0.03% Add +195.8% 23,017 $1.1M
J.W. Cole Advisors, Inc. 0.02% Add +52.4% 22,568 $1.1M
Old Mission Capital LLC 0.03% Reduce -9.8% 22,334 $1.1M
TCFG Wealth Management, LLC 0.47% No change 20,905 $1.0M
WMG Financial Advisors, LLC 0.38% Add +92.1% 20,845 $1.0M
Corus Family Wealth Advisors 0.71% Reduce -30.7% 20,477 $1.0M
Unique Wealth, LLC 0.16% Reduce -10.1% 20,298 $997K
Harvest Investment Services, LLC 0.22% Reduce -1.4% 20,134 $989K
World Investment Advisors 0.02% New 19,668 $966K
IFG Advisory, LLC 0.05% Reduce -2.1% 18,745 $920K
Chilton Capital Management LLC 0.03% Add +35.6% 18,037 $886K
Bison Wealth, LLC 0.07% Reduce -4.7% 17,837 $876K
Strategic Blueprint, LLC 0.04% Add +1.6% 17,241 $847K
Great Valley Advisor Group, Inc. 0.02% Reduce -6.2% 17,141 $841K
Leigh Baldwin & Co., LLC 0.55% Add +2.2% 16,952 $832K
REAP Financial Group, LLC 0.19% Add +0.8% 16,562 $813K
Puff Wealth Management, LLC 1.31% Add +8.6% 16,374 $804K
Summit Wealth Partners, LLC 0.15% Reduce -7.0% 16,191 $795K
Crux Wealth Advisors 0.34% Reduce -46.6% 16,101 $791K
Pursue Wealth Partners LLC 0.44% No change 15,884 $780K
Ignite Planners, LLC 0.13% Add +70.0% 14,865 $741K
Private Trust Co. NA 0.07% Reduce -54.4% 15,060 $739K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -12.2% 14,486 $711K
OMNI 360 Wealth, Inc. 0.44% Reduce -10.0% 14,400 $707K
Cerity Partners LLC 0.00% Add +5.4% 14,030 $689K
Advisory Services Network, LLC 0.01% Reduce -19.8% 13,818 $679K
Core Wealth Partners LLC 0.34% Add +26.5% 13,752 $675K
Prime Capital Investment Advisors, LLC 0.01% Add +111.5% 13,749 $675K
National Wealth Management Group, LLC 0.38% Reduce -37.2% 13,687 $672K
Mgo One Seven LLC 0.02% Add +0.5% 13,581 $667K
Avidian Wealth Enterprises, LLC 0.03% No change 13,497 $663K
Centaurus Financial, Inc. 0.04% Add +23.2% 13,377 $657K
Resolute Wealth Strategies, LLC 0.35% Add +7.2% 13,374 $657K
1776 Wealth LLC 0.27% Add +1.0% 13,337 $655K
Clearstead Advisors, LLC 0.01% Add +4.1% 13,290 $653K
Western Wealth Management, LLC 0.04% Add +3.2% 13,140 $645K
Beam Wealth Advisors, Inc. 0.19% New 12,899 $633K
Tounjian Advisory Partners, LLC 0.12% No change 12,308 $622K
NCM Capital Management, LLC 0.25% Add +32.5% 12,564 $617K
Investment Partners Asset Management, Inc. 0.42% No change 12,375 $608K
Legacy Investment Solutions, LLC 0.31% — 12,023 $590K
Legacy Wealth Managment, LLC 0.31% Add +38.0% 12,023 $590K
Delta Investment Management, LLC 0.11% Reduce -6.9% 11,915 $585K
Golden State Wealth Management, LLC 0.07% Reduce -25.5% 11,671 $573K
Garden State Investment Advisory Services LLC 0.15% Reduce -72.0% 11,561 $568K
Faithward Advisors, LLC 0.09% Add +2.8% 11,370 $558K
Comprehensive Financial Consultants Institutional, Inc. 0.18% No change 11,307 $555K
Wealth Watch Advisors, INC 0.32% Add +18.1% 11,251 $552K
Balboa Wealth Partners 0.11% New 11,190 $549K
Financial Partners Group, Inc 0.08% Reduce -29.7% 11,143 $547K
MTM Investment Management, LLC 0.18% No change 11,140 $547K
Aurora Private Wealth, Inc. 0.40% Reduce -46.4% 11,124 $546K
Herold Advisors, Inc. 0.11% Reduce -21.3% 11,000 $540K
Sunbelt Securities, Inc. 0.05% Reduce -11.1% 10,756 $540K
Koshinski Asset Management, Inc. 0.04% Reduce -35.4% 10,805 $531K
Benjamin Edwards Inc. 0.01% Add +67.1% 10,471 $514K
Essex Financial Services, Inc. 0.03% Reduce -5.5% 10,449 $513K
Marion Wealth Management 0.13% Add +7.1% 10,353 $508K
Apollon Wealth Management, LLC 0.01% Add +22.8% 10,319 $507K
Semus Wealth Partners LLC 0.33% Add +1.6% 10,308 $506K
Thrivent Financial for Lutherans 0.00% Add +4.3% 10,297 $506K
Total Clarity Wealth Management, Inc. 0.14% Reduce -17.3% 10,167 $499K
Prosperity Wealth Management, Inc. 0.18% Add +20.5% 10,002 $491K
LRI Investments, LLC 0.04% Reduce -60.0% 10,000 $491K
Smith, Moore & Co. 0.04% Add +0.3% 9,911 $487K
Atria Investments, Inc 0.01% Reduce -1.6% 9,737 $478K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -0.5% 9,691 $476K
CreativeOne Wealth, LLC 0.01% Reduce -37.9% 9,682 $475K
DAVENPORT & Co LLC 0.00% Reduce -46.5% 9,600 $471K
Orion Porfolio Solutions, LLC 0.00% Reduce -19.9% 9,572 $470K
Gibbs Wealth Management 0.09% Add +55.5% 9,480 $465K
Mach-1 Financial Group, LLC 0.13% New 9,299 $457K
FSB Premier Wealth Management, Inc. 0.16% Add +1.9% 9,018 $443K
Capital Analysts, LLC 0.01% Add +2.3% 8,953 $440K
Novem Group 0.06% Add +40.1% 8,960 $440K
Jane Street Group, LLC 0.00% New 8,949 $439K
Moloney Securities Asset Management, LLC 0.05% Add +26.2% 8,928 $438K
Northwest Financial Advisors 0.59% Add +79.0% 8,654 $425K
Jacobi Capital Management LLC 0.03% Add +2.0% 8,536 $419K
Gateway Wealth Partners, LLC 0.08% Add +47.2% 8,262 $406K
Onyx Bridge Wealth Group LLC 0.05% Add +1.9% 8,075 $396K
Strategic Financial Partners, Ltd. 0.18% Reduce -2.2% 8,068 $396K
Sagespring Wealth Partners, LLC 0.01% Reduce -28.5% 8,016 $394K
Oregon Pacific Wealth Management, LLC 0.36% Reduce -3.2% 7,643 $375K
Global Assets Advisory, LLC 0.15% Reduce -66.7% 7,535 $375K
BFI Infinity Ltd. 0.30% Add +22.9% 7,258 $356K
BOS Asset Management, LLC 0.11% Reduce -9.3% 7,207 $354K
Principal Securities, Inc. 0.01% Add +0.8% 7,117 $349K
Main Street Financial Solutions, LLC 0.03% Reduce -2.1% 7,096 $348K
Prosperity Financial Group, Inc. 0.15% Add +16.3% 7,094 $348K
Opulen Financial Group LLC 0.29% Reduce -4.6% 7,078 $348K
CPC Advisors, LLC 0.04% Reduce -0.4% 6,993 $343K
Cyndeo Wealth Partners, LLC 0.02% Reduce -28.8% 6,753 $332K
Kovack Advisors, Inc. 0.03% Add +5.5% 6,706 $329K
Insigneo Advisory Services, LLC 0.03% No change 6,678 $328K
Topsail Wealth Management, LLC 0.06% Add +1.5% 6,610 $325K
L.M. Kohn & Company 0.09% Reduce -15.6% 6,482 $318K
Global Retirement Partners, LLC 0.01% — 6,427 $316K
Columbia Advisory Partners LLC 0.24% No change 6,362 $312K
Summit Financial Wealth Advisors, LLC 0.06% No change 6,325 $311K
WealthTrust Asset Management, LLC 0.23% Reduce -22.9% 6,322 $310K
Naples Global Advisors, LLC 0.03% Add +3.6% 6,140 $301K
TFB Advisors LLC 0.08% Reduce -3.2% 6,117 $300K
Red Crane Wealth Management, LLC 0.27% Reduce -16.4% 6,007 $295K
Allworth Financial LP 0.00% Add +1.5% 5,986 $294K
US Bancorp \de 0.00% Reduce -10.6% 5,967 $293K
Keystone Financial Group 0.03% No change 5,960 $293K
EP Wealth Advisors, LLC 0.00% New 5,850 $287K
Goldman Sachs Group Inc. 0.00% Reduce -69.6% 5,781 $284K
Financial Advocates Investment Management 0.02% New 5,724 $281K
First Trust Advisors LP 0.00% New 5,701 $280K
Bank of America Corp. 0.00% Reduce -14.5% 5,694 $280K
SageView Advisory Group, LLC 0.01% Reduce -48.3% 5,540 $277K
Capital CS Group, LLC 0.45% New 5,620 $276K
Acorn Wealth Advisors, LLC 0.10% Reduce -26.8% 5,477 $269K
Hilltop Holdings Inc. 0.02% Add +10.1% 5,463 $268K
First Heartland Consultants, Inc. 0.02% Reduce -13.4% 5,412 $266K
StrongBox Wealth, LLC 0.10% Add +1.7% 5,339 $262K
Mainsail Asset Management, LLC 0.15% No change 4,966 $244K
Robertson Stephens Wealth Management, LLC 0.01% No change 4,900 $241K
Quad-Cities Investment Group, LLC 0.11% Add +3.6% 4,852 $238K
Bank of New York Mellon Corp 0.00% Add +0.9% 4,699 $231K
Continuum Advisory, LLC 0.03% Reduce -11.5% 4,580 $225K
Valmark Advisers, Inc. 0.00% No change 4,480 $220K
Level Four Advisory Services, LLC 0.01% New 4,472 $220K
GSG Advisors LLC 0.06% New 4,405 $216K
Avantax Planning Partners, Inc. 0.01% Reduce -9.3% 4,297 $211K
Kingswood Wealth Advisors, LLC 0.02% New 4,130 $203K
Integrity Financial Corp 0.10% No change 4,125 $203K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -92.2% 4,120 $202K
Pinnacle Bancorp, Inc. 0.06% No change 3,747 $184K
Creekmur Asset Management LLC 0.03% Reduce -68.3% 3,119 $153K
10Elms LLP 0.15% No change 2,825 $139K
Larson Financial Group LLC 0.01% Reduce -39.0% 2,721 $134K
Murphy & Mullick Capital Management Corp 0.10% Reduce -21.7% 2,561 $126K
DHJJ Financial Advisors, Ltd. 0.04% Reduce -15.1% 2,173 $107K
GPS Wealth Strategies Group, LLC 0.01% No change 2,131 $105K
SBI Securities Co., Ltd. 0.00% Add +53.3% 2,033 $100K
Brooklyn Investment Group 0.01% New 2,000 $98K
Financial Network Wealth Advisors LLC 0.11% No change 1,889 $93K
IMG Wealth Management, Inc. 0.07% Add +21.1% 1,851 $91K
Tucker Asset Management LLC 0.03% Reduce -8.1% 1,771 $87K
Twin Peaks Wealth Advisors, LLC 0.03% New 1,677 $84K
Montag A & Associates Inc. 0.00% No change 1,500 $74K
Aptus Capital Advisors, LLC 0.00% Reduce -5.3% 1,394 $68K
Hazlett, Burt & Watson, Inc. 0.03% Add +51.7% 1,271 $63K
Colonial Trust Advisors 0.01% New 1,250 $61K
Blue Trust, Inc. 0.00% New 1,065 $52K
Bank of Montreal 0.00% Add +110.0% 1,050 $52K
FMR LLC 0.00% Add +27.3% 1,004 $49K
JPMorgan Chase & Co. 0.00% Add +846.6% 975 $48K
Harbor Investment Advisory, LLC 0.00% No change 970 $48K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -50.2% 932 $46K
Darwin Wealth Management, LLC 0.01% Reduce -11.8% 885 $43K
Wilmington Savings Fund Society, FSB 0.00% Reduce -26.3% 700 $34K
N.E.W. Advisory Services LLC 0.00% Reduce -73.5% 647 $32K
Raffa Wealth Management, LLC 0.01% New 572 $28K
Atlantic Private Wealth, LLC 0.02% No change 500 $25K
Medallion Wealth Advisors, LLC 0.01% Reduce -35.9% 451 $22K
Truvestments Capital LLC 0.00% No change 436 $21K
Consultiva Wealth Management, Corp. 0.06% No change 400 $20K
Qube Research & Technologies Ltd 0.00% Reduce -65.5% 354 $17K
Transce3nd, LLC 0.00% No change 236 $12K
Raleigh Capital Management Inc. 0.00% Add +1.6% 192 $9K
Rossby Financial, LCC 0.00% No change 97 $5K
Strategic Wealth Partners, Ltd. 0.00% — 80 $4K
Evolution Wealth Management Inc. 0.00% — 76 $4K
Princeton Global Asset Management LLC 0.00% No change 45 $2K
MAI Capital Management 0.00% No change 27 $1K
Spurstone Advisory Services, LLC 0.00% No change 4 $196
BlackRock, Inc. 0.00% New 1 $48
Beacon Capital Management, Inc. 0.00% New 1 $11

"% 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.