FT - S&P 500 DVD AristocratsKNGZETF
13F holders, Q1 2025 (March 31)31holders +4
7new positions
2sold out
1famous investor
$32.21avg. 13F price*
At the end of Q1 2025, 31 institutions reported holding FT - S&P 500 DVD Aristocrats (KNGZ) in their 13F filings, up 4 from Q4 2024. 7 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($11.7M), D.A. Davidson & Co. ($2.2M) and Citadel Advisors ($1.4M). 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 (Q1 2025)
- CUSIP
- 33738R738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.8M |
| Exits | 2 | $39K |
All 13F filers, Q4 2024 → Q1 2025: 113,282 shares bought and 51,396 shares sold, net +61,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| LPL Financial LLC | 0.00% | Reduce -6.2% | 362,097 | $11.7M |
| D.A. Davidson & Co. | 0.02% | Add +5.0% | 67,217 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -8.1% | 42,845 | $1.4M |
| Kovack Advisors, Inc. | 0.12% | No change | 36,000 | $1.2M |
| Signal Advisors Wealth, LLC | 0.09% | New | 29,149 | $939K |
| Legacy Capital Wealth Partners, LLC | 0.20% | New | 24,965 | $804K |
| Collaborative Wealth Managment Inc. | 0.37% | Reduce -5.2% | 24,863 | $801K |
| Susquehanna International Group, LLP | 0.00% | Reduce -35.4% | 22,420 | $722K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.4% | 22,115 | $712K |
| Lanark Financial, Inc. | 0.05% | — | 19,403 | $624K |
| Woodmont Investment Counsel LLC | 0.04% | Add +20.9% | 18,446 | $594K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 18,278 | $589K |
| Nations Financial Group Inc, /Ia/ | 0.04% | No change | 17,202 | $554K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -26.3% | 15,767 | $508K |
| Osaic Holdings, Inc. | 0.00% | Add +116.6% | 15,334 | $494K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.4% | 13,747 | $443K |
| Goldman Sachs Group Inc. | 0.00% | Add +31.6% | 12,336 | $397K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +78.2% | 11,566 | $373K |
| Cetera Investment Advisers | 0.00% | Add +15.2% | 11,150 | $359K |
| Janney Montgomery Scott LLC | 0.00% | New | 10,603 | $342K |
| AE Wealth Management LLC | 0.00% | Add +1.4% | 9,711 | $313K |
| Brookwood Investment Group LLC | 0.04% | — | 7,182 | $231K |
| International Assets Investment Management, LLC | 0.02% | Reduce -3.5% | 7,001 | $226K |
| Darwin Wealth Management, LLC | 0.04% | No change | 3,380 | $109K |
| Harbour Investments, Inc. | 0.00% | Reduce -47.0% | 3,162 | $102K |
| UBS Group AG | 0.00% | New | 2,861 | $92K |
| NewEdge Advisors, LLC | 0.00% | New | 2,345 | $76K |
| Arax Advisory Partners | 0.00% | New | 203 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 35 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $50 |
| Wells Fargo & Company | 0.00% | No change | 1 | $29 |
"% 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.