FT - S&P 500 DVD AristocratsKNGZETF
13F holders, Q2 2024 (June 30)19holders
2new positions
2sold out
$31.42avg. 13F price*
At the end of Q2 2024, 19 institutions reported holding FT - S&P 500 DVD Aristocrats (KNGZ) in their 13F filings, unchanged from Q1 2024. 2 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($11.4M), Collaborative Wealth Managment Inc. ($966K) and D.A. Davidson & Co. ($838K).
- Company
- FT - S&P 500 DVD Aristocrats
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q2 2024)
- CUSIP
- 33738R738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $566K |
| Exits | 2 | $64K |
All 13F filers, Q1 2024 → Q2 2024: 146,721 shares bought and 22,686 shares sold, net +124,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| LPL Financial LLC | 0.01% | Add +41.0% | 362,762 | $11.4M |
| Collaborative Wealth Managment Inc. | 0.47% | Reduce -18.4% | 30,732 | $966K |
| D.A. Davidson & Co. | 0.01% | Add +174.1% | 26,660 | $838K |
| Private Advisor Group, LLC | 0.01% | Add +1.3% | 23,497 | $738K |
| Kovack Advisors, Inc. | 0.06% | New | 18,000 | $566K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +2.0% | 17,543 | $551K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.6% | 15,909 | $500K |
| Envestnet Asset Management Inc. | 0.00% | Add +64.7% | 13,804 | $434K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 11,839 | $372K |
| Private Portfolio Partners LLC | 0.25% | No change | 9,774 | $307K |
| Goldman Sachs Group Inc. | 0.00% | No change | 9,372 | $294K |
| International Assets Investment Management, LLC | 0.02% | Reduce -17.5% | 7,251 | $228K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.3% | 6,697 | $210K |
| Global Retirement Partners, LLC | 0.00% | No change | 4,800 | $151K |
| Lanark Financial, Inc. | 0.00% | Reduce -13.2% | 950 | $29K |
| IFP Advisors, Inc | 0.00% | Reduce -2.0% | 48 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $49 |
| Wells Fargo & Company | 0.00% | No change | 1 | $31 |
| FMR LLC | 0.00% | New | 1 | $31 |
"% of holder's portfolio" is KNGZ's weight in each manager's 13F, not the share of FT - S&P 500 DVD Aristocrats the manager owns.