Vault-13

FIRST TR EXCHANGE-TRADED FD KNG

FT VEST S&P 500 · ETP · CUSIP 33739Q705

136 institutional holders +13 vs Q4 2022
7,527,3637.5m shares reported held*
$387.2mreported value*
20 new 62 added 35 reduced 11 sold out net bought ≈ $22.2m (+431.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($262.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $51.43.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 114Q4 22: 123Q1 23: 136136Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022114
Q4 2022123
Q1 2023136

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 62 bought or addedQ4 22: 52 cut or sold outQ4 22Q1 23: 82 bought or addedQ1 23: 46 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20226252
Q1 20238246

Biggest buyers

LPL Financial LLC Added +87,055+87.1k
Private Advisory Group LLC Added +44,264+44.3k
ENVESTNET ASSET MANAGEMENT INC Added +38,666+38.7k
D.A. DAVIDSON & CO. New +38,171+38.2k
OSAIC HOLDINGS, INC. Added +38,066+38.1k
Janney Montgomery Scott LLC Added +35,826+35.8k
Raymond James Financial Services Advisors, Inc. Added +35,496+35.5k
Merit Financial Group, LLC New +34,292+34.3k
Arkadios Wealth Advisors Added +25,168+25.2k
UBS Group AG Added +24,747+24.7k

Biggest sellers

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Sold out -44,875-44.9k
WOLVERINE TRADING, LLC Sold out -30,753-30.8k
Altman Advisors, Inc. Reduced -27,603-27.6k
IFP Advisors, Inc Reduced -21,929-21.9k
Sowell Financial Services LLC Sold out -19,755-19.8k
HighTower Advisors, LLC Reduced -14,245-14.2k
Visionary Wealth Advisors Sold out -9,444-9.4k
MONEY CONCEPTS CAPITAL CORP Sold out -9,279-9.3k
Clear Creek Financial Management, LLC Reduced -6,034-6.0k
Prime Capital Investment Advisors, LLC Sold out -5,350-5.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution +1.3 pts · filed 2026-10-14 11.7% +1.3 pts 7.8m≈ $394.8m 2026-10-14

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 987,536987.5k $50.8m $50.8m 0.04% Added +87.1k +87,055
2 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 590,847590.8k $30.4m $30.4m 0.01% Added +22.4k +22,370
3 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 450,698450.7k $23.2m $23.2m 0.01% Added +38.7k +38,666
4 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 379,297379.3k $19.5m $19.5m 0.01% Added +1.4k +1,362
5 Brookstone Capital Management 0.35% of their portfolio WHEATON, IL 346,998347.0k $17.9m $17.9m 0.35% Added +2.9k +2,896
6 UBS Group AG 0.01% of their portfolio ZURICH, V8 283,648283.6k $14.6m $14.6m 0.01% Added +24.7k +24,747
7 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 278,022278.0k $14.3m $14.3m 0.01% Added +7.8k +7,830
8 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 223,165223.2k $11.5m $11.5m 0.02% Added +38.1k +38,066
9 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 218,029218.0k $11.2m $11.2m 0.02% Added +35.5k +35,496
10 Altman Advisors, Inc. 9.08% of their portfolio CHICAGO, IL 206,281206.3k $10.7m $10.7m 9.08% Reduced -27.6k -27,603
11 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 195,702195.7k $10.1m $10.1m 0.01% Added +7.4k +7,374
12 Arkadios Wealth Advisors 1.05% of their portfolio ATLANTA, GA 170,855170.9k $8.8m $8.8m 1.05% Added +25.2k +25,168
13 Solitude Financial Services 5.59% of their portfolio CHARLOTTESVILLE, VA 169,403169.4k $8.7m $8.7m 5.59% Added +3.8k +3,751
14 Kestra Advisory Services, LLC 0.08% of their portfolio AUSTIN, TX 148,516148.5k $7.6m $7.6m 0.08% Added +9.1k +9,093
15 Alpha Omega Group, Inc. 14.86% of their portfolio RESTON, VA 146,917146.9k $7.6m $7.6m 14.86% Added +545 +545
16 Steward Partners Investment Advisory, LLC 0.11% of their portfolio STAMFORD, CT 136,063136.1k $7.0m $7.0m 0.11% Added +4.3k +4,305
17 Boyce & Associates Wealth Consulting, Inc. 11.27% of their portfolio CEDAR PARK, TX 123,348123.3k $6.3m $6.3m 11.27% Added +20.7k +20,661
18 AE Wealth Management LLC 0.04% of their portfolio TOPEKA, KS 116,241116.2k $6.0m $6.0m 0.04% Reduced -761 -761
19 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 116,162116.2k $6.0m $6.0m 0.01% Added +3.1k +3,132
20 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 115,172115.2k $5.9m $5.9m 0.01% Reduced -14.2k -14,245
21 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 112,776112.8k $5.8m $5.8m 0.02% Added +35.8k +35,826
22 Private Advisory Group LLC 1.19% of their portfolio REDMOND, WA 108,370108.4k $5.6m $5.6m 1.19% Added +44.3k +44,264
23 Baker Avenue Asset Management, LP 0.28% of their portfolio SAN FRANCISCO, CA 100,886100.9k $5.2m $5.2m 0.28% Added +18.6k +18,605
24 Pine Valley Investments Ltd Liability Co 0.79% of their portfolio MARLTON, NJ 100,332100.3k $5.2m $5.2m 0.79% First filing
25 Beacon Pointe Advisors, LLC 0.07% of their portfolio NEWPORT BEACH, CA 82,86582.9k $4.3m $4.3m 0.07% Reduced -2.9k -2,871
26 PFS Partners, LLC 4.14% of their portfolio MINE HILL, NJ 82,30182.3k $4.2m $4.2m 4.14% Added +3.2k +3,243
27 Integrated Wealth Concepts LLC 0.08% of their portfolio WALTHAM, MA 75,75675.8k $3.9m $3.9m 0.08% Added +11.3k +11,288
28 Kingsview Wealth Management, LLC 0.16% of their portfolio GRANTS PASS, OR 72,40272.4k $3.7m $3.7m 0.16% Added +34 +34
29 Cetera Advisors LLC 0.06% of their portfolio DENVER, CO 69,28469.3k $3.6m $3.6m 0.06% Added +3.3k +3,338
30 StoneX Group Inc. 0.38% of their portfolio NEW YORK, NY 68,38468.4k $3.5m $3.5m 0.38% Reduced -711 -711
31 Strategic Financial Concepts, LLC 1.32% of their portfolio SAN ANTONIO, TX 63,80163.8k $3.3m $3.3m 1.32% First filing
32 IFP Advisors, Inc 0.11% of their portfolio TAMPA, FL 51,99552.0k $2.5m $2.5m 0.11% Reduced -21.9k -21,929
33 Cornerstone Wealth Management, LLC 0.24% of their portfolio ST. PETERS, MO 46,88946.9k $2.4m $2.4m 0.24% First filing
34 Stratos Wealth Advisors, LLC 0.17% of their portfolio BEACHWOOD, OH 43,44943.4k $2.2m $2.2m 0.17% Reduced -2.0k -2,020
35 BAKER TILLY WEALTH MANAGEMENT, LLC 0.24% of their portfolio MADISON, WI 41,45041.5k $2.1m $2.1m 0.24% Reduced -2.3k -2,320
36 Raab & Moskowitz Asset Management LLC 0.73% of their portfolio Chatham, NJ 38,97539.0k $2.0m $2.0m 0.73% Added +4.0k +3,975
37 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 38,89538.9k $2.0m $2.0m 0.00% Added +19.7k +19,702
38 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 38,17138.2k $2.0m $2.0m 0.02% New
39 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 34,37434.4k $1.8m $1.8m 0.02% Reduced -37 -37
40 Merit Financial Group, LLC 0.06% of their portfolio ALPHARETTA, GA 34,29234.3k $1.8m $1.8m 0.06% New
41 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 33,68233.7k $1.7m $1.7m 0.01% Added +4.2k +4,156
42 Valtinson Bruner Financial Planning LLC 0.92% of their portfolio NEW BRIGHTON, MN 31,45531.5k $1.6m $1.6m 0.92% Reduced -280 -280
43 Snowden Capital Advisors LLC 0.06% of their portfolio New York, NY 31,00431.0k $1.6m $1.6m 0.06% Added +4.0k +3,968
44 BOS Asset Management, LLC 1.20% of their portfolio SPRINGFIELD, IL 28,06028.1k $1.4m $1.4m 1.20% Added +25 +25
45 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 27,88627.9k $1.4m $1.4m 0.02% Added +25 +25
46 Prosperity Financial Group, Inc. 1.43% of their portfolio San Ramon, CA 27,51527.5k $1.4m $1.4m 1.43% Added +4.4k +4,412
47 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 26,40226.4k $1.4m $1.4m 0.01% Reduced -478 -478
48 Patriot Financial Group Insurance Agency, LLC 0.27% of their portfolio Westborough, MA 26,00426.0k $1.3m $1.3m 0.27% Added +1.8k +1,796
49 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 22,98523.0k $1.2m $1.2m 0.06% Added +3.8k +3,750
50 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 21,54221.5k $1.1m $1.1m 0.00% Reduced -58 -58
51 Jacobi Capital Management LLC 0.13% of their portfolio PITTSTON, PA 21,11421.1k $1.1m $1.1m 0.13% Reduced -220 -220
52 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 20,04620.0k $1.0m $1.0m 0.01% Added +4.6k +4,578
53 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 19,49519.5k $1.0m $1.0m 0.01% New
54 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 19,49519.5k $1.0m $1.0m 0.01% Added +1.5k +1,478
55 tru Independence LLC 0.32% of their portfolio PORTLAND, OR 19,02919.0k $978.8k $978.8k 0.32% New
56 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 16,44716.4k $846.0k $846.0k 0.03% Added +17 +17
57 Bryn Mawr Trust Advisors, LLC 0.08% of their portfolio PHILADELPHIA, PA 15,17715.2k $780.7k $780.7k 0.08% Added +4 +4
58 SeaCrest Wealth Management, LLC 0.11% of their portfolio PURCHASE, NY 15,11515.1k $777.5k $777.5k 0.11% Reduced -200 -200
59 Summit Wealth Partners, LLC 0.20% of their portfolio Orlando, FL 14,81514.8k $762.1k $762.1k 0.20% Unchanged
60 1776 Wealth LLC 0.44% of their portfolio ATLANTA, GA 14,30614.3k $735.9k $735.9k 0.44% Unchanged
61 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 14,23514.2k $739.5k $739.5k 0.04% Reduced -3.1k -3,059
62 BARRETT & COMPANY, INC. 0.46% of their portfolio PROVIDENCE, RI 14,09714.1k $725.1k $725.1k 0.46% Added +464 +464
63 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 13,86313.9k $713.1k $713.1k 0.02% Reduced -2.7k -2,666
64 Quantitative Advantage, LLC 0.10% of their portfolio MINNETONKA, MN 13,35113.4k $686.8k $686.8k 0.10% Added +4.7k +4,737
65 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 12,56712.6k $646.0k $646.0k 0.03% Added +2 +2
66 Jaffetilchin Investment Partners, LLC 0.07% of their portfolio TAMPA, FL 11,45211.5k $589.1k $589.1k 0.07% Added +104 +104
67 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 11,45011.4k $589.0k $589.0k 0.00% New
68 Comprehensive Financial Consultants Institutional, Inc. 0.33% of their portfolio Bloomington, IN 11,39211.4k $586.0k $586.0k 0.33% Reduced -262 -262
69 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 10,55210.6k $542.8k $542.8k 0.00% Reduced -147 -147
70 Focus Financial Network, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 10,54410.5k $542.4k $542.4k 0.03% Added +301 +301
71 SageView Advisory Group, LLC 0.03% of their portfolio Newport Beach, CA 10,35210.4k $532.5k $532.5k 0.03% Added +104 +104
72 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,5829.6k $493.0k $493.0k 0.00% Reduced -771 -771
73 OneAscent Wealth Management LLC 0.19% of their portfolio BIRMINGHAM, AL 9,5679.6k $492.0k $492.0k 0.19% New
74 HighTower Trust Company, N.A. 0.05% of their portfolio HOUSTON, TX 9,5139.5k $473.9k $473.9k 0.05% Unchanged
75 Centennial Wealth Advisory LLC 0.26% of their portfolio Traverse City, MI 9,4639.5k $486.8k $486.8k 0.26% Reduced -155 -155
76 Clear Creek Financial Management, LLC 0.09% of their portfolio SILVERDALE, WA 9,1129.1k $468.7k $468.7k 0.09% Reduced -6.0k -6,034
77 Collaborative Wealth Managment Inc. 0.29% of their portfolio LAKE MARY, FL 8,8258.8k $454.0k $454.0k 0.29% Added +344 +344
78 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 8,4748.5k $435.9k $435.9k 0.00% Reduced -644 -644
79 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 8,1998.2k $421.8k $421.8k 0.01% Reduced -2.3k -2,307
80 Total Clarity Wealth Management, Inc. 0.21% of their portfolio ST. CHARLES, IL 7,6207.6k $392.0k $392.0k 0.21% Added +75 +75
81 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 7,2827.3k $374.6k $374.6k 0.00% Added +107 +107
82 Capital Investment Advisory Services, LLC 0.04% of their portfolio RALEIGH, NC 7,0817.1k $364.2k $364.2k 0.04% Added +1.0k +1,025
83 THOROUGHBRED FINANCIAL SERVICES, LLC 0.05% of their portfolio BRENTWOOD, TN 6,5806.6k $338.0k $338.0k 0.05% Added +379 +379
84 Harvest Investment Services, LLC 0.26% of their portfolio Oakbrook Terrace, IL 6,4496.4k $331.8k $331.8k 0.26% Added +15 +15
85 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 6,1576.2k $316.7k $316.7k 0.03% Added +20 +20
86 Virtue Capital Management, LLC 0.05% of their portfolio BRENTWOOD, TN 6,1176.1k $312.5k $312.5k 0.05% Unchanged
87 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 5,9956.0k $308.4k $308.4k 0.01% Added +100 +100
88 BENJAMIN EDWARDS INC 0.07% of their portfolio Clayton, MO 5,8765.9k $302.0k $302.0k 0.07% Added +407 +407
89 Strategic Financial Partners, Ltd. 0.18% of their portfolio Bend, OR 5,7365.7k $295.1k $295.1k 0.18% Reduced -711 -711
90 Bensler, LLC 0.06% of their portfolio Bellevue, WA 5,5005.5k $282.9k $282.9k 0.06% Reduced -500 -500
91 Realta Investment Advisors 0.07% of their portfolio WILMINGTON, DE 5,4455.4k $280.1k $280.1k 0.07% Unchanged
92 Aurora Private Wealth, Inc. 0.29% of their portfolio ROCKAWAY, NJ 5,2415.2k $270.0k $270.0k 0.29% Added +44 +44
93 WEALTH ADVISORS, INC. 0.13% of their portfolio RANCHO SANTA FE, CA 5,2065.2k $268.0k $268.0k 0.13% Added +459 +459
94 True Capital Management 0.18% of their portfolio SAN FRANCISCO, CA 5,1995.2k $267.4k $267.4k 0.18% Added +33 +33
95 BENJAMIN F. EDWARDS & COMPANY, INC. 0.01% of their portfolio ST. LOUIS, MO 5,0915.1k $262.0k $262.0k 0.01% Added +2.4k +2,441
96 PURSUE WEALTH PARTNERS LLC 0.18% of their portfolio ALAMO, CA 5,0005.0k $257.2k $257.2k 0.18% New
97 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 4,9454.9k $254.4k $254.4k 0.01% Added +620 +620
98 COLUMBIA ADVISORY PARTNERS LLC 0.24% of their portfolio SPOKANE, WA 4,8534.9k $249.6k $249.6k 0.24% Reduced -700 -700
99 Gateway Wealth Partners, LLC 0.04% of their portfolio APPLETON, WI 4,7864.8k $246.2k $246.2k 0.04% Reduced -5.0k -4,958
100 FSB PREMIER WEALTH MANAGEMENT, INC. 0.13% of their portfolio WATERLOO, IA 4,5374.5k $233.4k $233.4k 0.13% Added +611 +611