FT - S&P 500 DVD AristocratsKNGZETF
13F holders, Q4 2024 (December 31)27holders +6
5new positions
0sold out
1famous investor
$32.22avg. 13F price*
At the end of Q4 2024, 27 institutions reported holding FT - S&P 500 DVD Aristocrats (KNGZ) in their 13F filings, up 6 from Q3 2024. 5 opened new positions and 0 sold out. The largest holders were LPL Financial LLC ($12.4M), D.A. Davidson & Co. ($2.1M) and Citadel Advisors ($1.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT - S&P 500 DVD Aristocrats
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q4 2024)
- CUSIP
- 33738R738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.1M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 153,393 shares bought and 4,054 shares sold, net +149,339 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| LPL Financial LLC | 0.01% | Add +2.5% | 386,115 | $12.4M |
| D.A. Davidson & Co. | 0.02% | Add +88.7% | 63,997 | $2.1M |
| Citadel Advisors | 0.00% | New | 46,640 | $1.5M |
| Kovack Advisors, Inc. | 0.11% | Add +100.0% | 36,000 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +69.1% | 34,680 | $1.1M |
| Collaborative Wealth Managment Inc. | 0.38% | Reduce -5.1% | 26,224 | $845K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.5% | 22,207 | $715K |
| Envestnet Asset Management Inc. | 0.00% | Add +50.3% | 21,378 | $689K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -1.9% | 17,202 | $554K |
| Woodmont Investment Counsel LLC | 0.04% | Add +41.0% | 15,256 | $492K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 13,170 | $424K |
| Private Portfolio Partners LLC | 0.06% | Add +0.1% | 9,759 | $314K |
| Cetera Investment Advisers | 0.00% | Add +5.6% | 9,682 | $312K |
| AE Wealth Management LLC | 0.00% | Add +32.2% | 9,582 | $309K |
| Goldman Sachs Group Inc. | 0.00% | No change | 9,372 | $302K |
| International Assets Investment Management, LLC | 0.02% | New | 7,251 | $233K |
| Osaic Holdings, Inc. | 0.00% | Add +5.7% | 7,079 | $228K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 6,491 | $209K |
| Harbour Investments, Inc. | 0.01% | New | 5,970 | $192K |
| Global Retirement Partners, LLC | 0.00% | Reduce -20.8% | 3,800 | $122K |
| Darwin Wealth Management, LLC | 0.04% | Add +5.1% | 3,380 | $109K |
| Tandem Financial, LLC | 0.03% | — | 1,000 | $32K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 201 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -10.3% | 35 | $1K |
| Lanark Financial, Inc. | 0.05% | — | 16 | $522 |
| Morgan Stanley | 0.00% | No change | 1 | $50 |
| Wells Fargo & Company | 0.00% | No change | 1 | $39 |
"% 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.