FT - S&P 500 DVD AristocratsKNGZETF

13F holders, Q2 2025 (June 30)
37holders +6
6new positions
1sold out
1famous investor
$33.62avg. 13F price*

At the end of Q2 2025, 37 institutions reported holding FT - S&P 500 DVD Aristocrats (KNGZ) in their 13F filings, up 6 from Q1 2025. 6 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($12.3M), D.A. Davidson & Co. ($2.2M) and Atria Wealth Solutions, Inc. ($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 (Q2 2025)
CUSIP
33738R738
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 19Q1 2024Q2 2024: 19Q2 2024Q3 2024: 21Q3 2024Q4 2024: 27Q4 2024Q1 2025: 31Q1 2025Q2 2025: 37Q2 2025Q3 2025: 35Q3 2025Q4 2025: 41Q4 2025Q1 2026: 39Q1 2026Q2 2026: 41Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$2.9M
Exits1$92K

All 13F filers, Q1 2025 → Q2 2025: 129,941 shares bought and 64,139 shares sold, net +65,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

LPL Financial LLC 0.00% Add +0.7% 364,547 $12.3M
D.A. Davidson & Co. 0.02% Reduce -4.5% 64,213 $2.2M
Atria Wealth Solutions, Inc. 0.03% New 44,610 $1.5M
Signal Advisors Wealth, LLC 0.10% Add +32.9% 38,739 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% New 36,583 $1.2M
Kovack Advisors, Inc. 0.12% No change 36,000 $1.2M
Osaic Holdings, Inc. 0.00% Add +116.2% 33,151 $1.1M
Lanark Financial, Inc. 0.06% Add +13.1% 21,938 $737K
Woodmont Investment Counsel LLC 0.05% Add +13.7% 20,978 $705K
Collaborative Wealth Managment Inc. 0.30% Reduce -16.7% 20,710 $696K
Legacy Capital Wealth Partners, LLC 0.16% Reduce -17.9% 20,509 $690K
Citadel Advisors 0.00% Reduce -59.7% 17,272 $581K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -4.0% 16,520 $555K
J.W. Cole Advisors, Inc. 0.01% Reduce -10.0% 16,448 $553K
Envestnet Asset Management Inc. 0.00% Add +1.6% 16,015 $538K
Susquehanna International Group, LLP 0.00% Reduce -35.6% 14,441 $486K
Janney Montgomery Scott LLC 0.00% Add +23.0% 13,045 $439K
Goldman Sachs Group Inc. 0.00% No change 12,336 $415K
AE Wealth Management LLC 0.00% Add +23.8% 12,019 $404K
Private Advisor Group, LLC 0.00% Reduce -45.9% 11,960 $402K
Cetera Investment Advisers 0.00% Add +6.5% 11,879 $399K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.1% 11,810 $397K
Commonwealth Equity Services, LLC 0.00% Reduce -23.3% 10,543 $354K
International Assets Investment Management, LLC 0.02% No change 7,001 $235K
Brookwood Investment Group LLC 0.04% Reduce -3.4% 6,940 $233K
Global Retirement Partners, LLC 0.00% — 3,800 $128K
NewEdge Advisors, LLC 0.00% Add +54.3% 3,618 $122K
Darwin Wealth Management, LLC 0.04% No change 3,380 $114K
Harbour Investments, Inc. 0.00% No change 3,162 $106K
Farther Finance Advisors, LLC 0.00% New 2,815 $95K
Private Trust Co. NA 0.00% New 1,530 $51K
Raymond James Financial Inc. 0.00% New 1,345 $45K
Wells Fargo & Company 0.00% Add +70000.0% 701 $24K
Arax Advisory Partners 0.00% No change 203 $7K
Jones Financial Companies LLLP 0.00% New 189 $6K
IFP Advisors, Inc 0.00% Add +2.9% 36 $1K
Morgan Stanley 0.00% No change 1 $53

"% 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.