FT - S&P 500 DVD AristocratsKNGZETF
13F holders, Q4 2025 (December 31)41holders +6
8new positions
2sold out
$35.81avg. 13F price*
At the end of Q4 2025, 41 institutions reported holding FT - S&P 500 DVD Aristocrats (KNGZ) in their 13F filings, up 6 from Q3 2025. 8 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($16.4M), Harvest Investment Services, LLC ($2.9M) and D.A. Davidson & Co. ($2.2M).
- Company
- FT - S&P 500 DVD Aristocrats
- Filed as
- FIRST TR EXCHANGE TRADED FD (Q4 2025)
- CUSIP
- 33738R738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.3M |
| Exits | 2 | $262K |
All 13F filers, Q3 2025 → Q4 2025: 174,216 shares bought and 29,677 shares sold, net +144,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| LPL Financial LLC | 0.00% | Add +13.5% | 458,411 | $16.4M |
| Harvest Investment Services, LLC | 0.55% | New | 81,882 | $2.9M |
| D.A. Davidson & Co. | 0.01% | Reduce -4.0% | 60,587 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +18.4% | 52,239 | $1.9M |
| Signal Advisors Wealth, LLC | 0.13% | Add +0.3% | 45,965 | $1.6M |
| Kovack Advisors, Inc. | 0.06% | No change | 36,000 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +14.3% | 25,967 | $930K |
| Nations Financial Group Inc, /Ia/ | 0.04% | No change | 21,633 | $775K |
| Legacy Capital Wealth Partners, LLC | 0.15% | Reduce -7.3% | 19,032 | $682K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.8% | 18,184 | $651K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.8% | 17,161 | $615K |
| AE Wealth Management LLC | 0.00% | Add +15.5% | 16,751 | $600K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.3% | 15,542 | $557K |
| Cetera Investment Advisers | 0.00% | Add +23.6% | 14,733 | $528K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.8% | 12,434 | $445K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.3% | 11,529 | $413K |
| Collaborative Wealth Managment Inc. | 0.14% | Reduce -36.9% | 11,427 | $409K |
| Private Advisor Group, LLC | 0.00% | No change | 10,410 | $373K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +17.4% | 9,241 | $331K |
| 17 Capital Partners, LLC | 0.16% | Add +26.3% | 8,836 | $316K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.2% | 7,555 | $271K |
| International Assets Investment Management, LLC | 0.02% | No change | 7,001 | $251K |
| Raymond James Financial Inc. | 0.00% | Add +0.4% | 6,763 | $242K |
| Brookwood Investment Group LLC | 0.03% | Add +0.0% | 6,343 | $227K |
| Total Clarity Wealth Management, Inc. | 0.05% | New | 5,926 | $212K |
| NewEdge Advisors, LLC | 0.00% | Add +62.0% | 5,911 | $212K |
| Proactive Wealth Strategies LLC | 0.08% | Add +0.1% | 5,744 | $206K |
| Global Retirement Partners, LLC | 0.00% | No change | 4,800 | $172K |
| Harbour Investments, Inc. | 0.00% | Add +29.3% | 4,089 | $146K |
| Darwin Wealth Management, LLC | 0.04% | No change | 3,380 | $121K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,138 | $77K |
| Sound Income Strategies, LLC | 0.00% | New | 1,472 | $55K |
| Private Trust Co. NA | 0.00% | No change | 1,530 | $55K |
| Farther Finance Advisors, LLC | 0.00% | Add +317.4% | 1,173 | $42K |
| Lanark Financial, Inc. | 0.00% | Add +0.4% | 967 | $35K |
| Royal Bank of Canada | 0.00% | New | 625 | $22K |
| Nova Wealth Management, Inc. | 0.01% | New | 606 | $22K |
| Rockefeller Capital Management L.P. | 0.00% | New | 423 | $15K |
| Arax Advisory Partners | 0.00% | New | 203 | $7K |
| Morgan Stanley | 0.00% | No change | 1 | $56 |
| Wells Fargo & Company | 0.00% | No change | 1 | $37 |
"% 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.