Vault-13

FIRST TR EXCHANGE-TRADED FD KNG

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

273 institutional holders +15 vs Q1 2024
36,264,18836.3m shares reported held*
$1.8bnreported value*
32 new 152 added 63 reduced 19 sold out net sold ≈ $241.6m (-4.4m 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 ($601.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.45.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 114Q4 22: 123Q1 23: 136Q2 23: 149Q3 23: 187Q4 23: 236Q1 24: 258Q2 24: 273273Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022114
Q4 2022123
Q1 2023136
Q2 2023149
Q3 2023187
Q4 2023236
Q1 2024258
Q2 2024273

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 22: 62 bought or addedQ4 22: 52 cut or sold outQ4 22Q1 23: 82 bought or addedQ1 23: 46 cut or sold outQ2 23: 102 bought or addedQ2 23: 41 cut or sold outQ2 23Q3 23: 151 bought or addedQ3 23: 39 cut or sold outQ4 23: 168 bought or addedQ4 23: 55 cut or sold outQ4 23Q1 24: 185 bought or addedQ1 24: 73 cut or sold outQ2 24: 184 bought or addedQ2 24: 82 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20226252
Q1 20238246
Q2 202310241
Q3 202315139
Q4 202316855
Q1 202418573
Q2 202418482

Biggest buyers

Strategic Financial Concepts, LLC Added +770,468+770.5k
LPL Financial LLC Added +714,216+714.2k
ENVESTNET ASSET MANAGEMENT INC Added +225,011+225.0k
WELLS FARGO & COMPANY/MN Added +217,838+217.8k
ROYAL BANK OF CANADA Added +182,216+182.2k
Raymond James Financial Services Advisors, Inc. Added +174,483+174.5k
UBS Group AG Added +146,156+146.2k
TRUIST FINANCIAL CORP Added +129,623+129.6k
OSAIC HOLDINGS, INC. Added +112,903+112.9k
RAYMOND JAMES & ASSOCIATES Added +106,213+106.2k

Biggest sellers

MORGAN STANLEY Reduced -7,371,792-7.4m
Global Assets Advisory, LLC Sold out -402,709-402.7k
Financial Partners Group, Inc Reduced -156,818-156.8k
Mach-1 Financial Group, LLC Reduced -113,898-113.9k
STIFEL FINANCIAL CORP Reduced -76,322-76.3k
Bullseye Investment Management, LLC Reduced -71,468-71.5k
B. Riley Wealth Advisors, Inc. Reduced -52,511-52.5k
RENAISSANCE TECHNOLOGIES LLC Reduced -49,000-49.0k
Good Life Advisors, LLC Reduced -48,505-48.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -44,789-44.8k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 4,404,7444.4m $222.5m $222.5m 0.02% Reduced -7.4m -7,371,792
2 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 4,052,7654.1m $204.7m $204.7m 0.05% Added +217.8k +217,838
3 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 3,914,9863.9m $197.8m $197.8m 0.10% Added +714.2k +714,216
4 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,514,6801.5m $76.5m $76.5m 0.02% Added +146.2k +146,156
5 RAYMOND JAMES & ASSOCIATES 0.05% of their portfolio ST PETERSBURG, FL 1,510,2281.5m $76.3m $76.3m 0.05% Added +106.2k +106,213
6 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,470,5161.5m $74.3m $74.3m 0.02% Added +182.2k +182,216
7 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,428,4431.4m $72.2m $72.2m 0.03% Added +225.0k +225,011
8 Raymond James Financial Services Advisors, Inc. 0.09% of their portfolio ST. PETERSBURG, FL 1,248,7581.2m $63.1m $63.1m 0.09% Added +174.5k +174,483
9 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 860,754860.8k $43.5m $43.5m 0.10% Added +40.7k +40,652
10 Strategic Financial Concepts, LLC 1.39% of their portfolio SAN ANTONIO, TX 840,699840.7k $2.4m $2.4m 1.39% Added +770.5k +770,468
11 TRUIST FINANCIAL CORP 0.06% of their portfolio CHARLOTTE, NC 829,933829.9k $41.9m $41.9m 0.06% Added +129.6k +129,623
12 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 748,877748.9k $37.8m $37.8m 0.06% Added +94.4k +94,358
13 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 665,503665.5k $33.6m $33.6m 0.04% Reduced -76.3k -76,322
14 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 623,759623.8k $31.5m $31.5m 0.07% Added +112.9k +112,903
15 Wagner Wealth Management, LLC 6.88% of their portfolio GREENVILLE, SC 455,451455.5k $23.0m $23.0m 6.88% Added +38.8k +38,836
16 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 428,996429.0k $21.7m $21.7m 0.08% Added +86.5k +86,548
17 Coppell Advisory Solutions LLC 3.49% of their portfolio COPPELL, TX 419,071419.1k $21.2m $21.2m 3.49% First filing
18 Kestra Advisory Services, LLC 0.12% of their portfolio AUSTIN, TX 415,402415.4k $21.0m $21.0m 0.12% Added +526 +526
19 MML INVESTORS SERVICES, LLC 0.08% of their portfolio SPRINGFIELD, MA 383,993384.0k $19.4m $19.4m 0.08% Added +8.5k +8,457
20 Solitude Financial Services 8.36% of their portfolio CHARLOTTESVILLE, VA 356,176356.2k $18.0m $18.0m 8.36% Added +30.5k +30,537
21 Arkadios Wealth Advisors 1.09% of their portfolio ATLANTA, GA 318,595318.6k $16.1m $16.1m 1.09% Added +18.8k +18,832
22 Brookstone Capital Management 0.24% of their portfolio WHEATON, IL 275,782275.8k $14.5m $14.5m 0.24% Added +10.7k +10,681
23 Flaharty Asset Management, LLC 2.05% of their portfolio CLEARWATER, FL 274,839274.8k $13.9m $13.9m 2.05% Added +8.7k +8,720
24 SYNOVUS FINANCIAL CORP 0.18% of their portfolio Columbus, GA 270,388270.4k $13.7m $13.7m 0.18% Added +38.3k +38,348
25 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 264,621264.6k $13.4m $13.4m 0.04% Added +55.1k +55,129
26 Integrated Wealth Concepts LLC 0.16% of their portfolio WALTHAM, MA 231,295231.3k $11.7m $11.7m 0.16% Added +15.2k +15,240
27 Ergawealth Advisors, Inc. 6.32% of their portfolio OAK BROOK, IL 230,001230.0k $11.6m $11.6m 6.32% Reduced -19.9k -19,857
28 Prospera Financial Services Inc 0.32% of their portfolio Dallas, TX 225,152225.2k $11.4m $11.4m 0.32% Added +88.9k +88,909
29 Steward Partners Investment Advisory, LLC 0.12% of their portfolio STAMFORD, CT 217,960218.0k $11.0m $11.0m 0.12% Added +23.0k +22,991
30 Pine Valley Investments Ltd Liability Co 0.76% of their portfolio MARLTON, NJ 203,006203.0k $10.3m $10.3m 0.76% Added +12.6k +12,583
31 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 201,201201.2k $10.2m $10.2m 0.03% Reduced -1.9k -1,873
32 PSI Advisors, LLC 3.03% of their portfolio TAMPA, FL 189,702189.7k $9.6m $9.6m 3.03% Added +63.5k +63,513
33 SlateStone Wealth, LLC 0.93% of their portfolio JUPITER, FL 169,319169.3k $8.6m $8.6m 0.93% Added +4.8k +4,763
34 AVANTAX ADVISORY SERVICES, INC. 0.06% of their portfolio DALLAS, TX 165,831165.8k $8.4m $8.4m 0.06% Reduced -15.5k -15,492
35 Alpha Omega Group, Inc. 10.35% of their portfolio RESTON, VA 162,112162.1k $8.2m $8.2m 10.35% Reduced -4.7k -4,732
36 Atria Wealth Solutions, Inc. 0.09% of their portfolio NEW YORK, NY 161,656161.7k $8.2m $8.2m 0.09% Added +22.0k +21,989
37 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 149,337149.3k $7.5m $7.5m 0.05% Added +5.7k +5,725
38 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 140,428140.4k $7.1m $7.1m 0.05% Added +42.1k +42,065
39 Sigma Planning Corp 0.22% of their portfolio ANN ARBOR, MI 139,678139.7k $7.1m $7.1m 0.22% Added +26.7k +26,733
40 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 137,734137.7k $7.0m $7.0m 0.01% Added +2.1k +2,114
41 AE Wealth Management LLC 0.07% of their portfolio TOPEKA, KS 134,259134.3k $6.8m $6.8m 0.07% Added +2.3k +2,341
42 Boyce & Associates Wealth Consulting, Inc. 7.88% of their portfolio CEDAR PARK, TX 132,837132.8k $6.7m $6.7m 7.88% Reduced -22.1k -22,094
43 Bullseye Investment Management, LLC 4.20% of their portfolio CINCINNATI, OH 123,420123.4k $6.4m $6.4m 4.20% Reduced -71.5k -71,468
44 Private Advisory Group LLC 0.75% of their portfolio REDMOND, WA 112,503112.5k $5.7m $5.7m 0.75% Added +7.6k +7,571
45 Snowden Capital Advisors LLC 0.16% of their portfolio New York, NY 104,004104.0k $5.3m $5.3m 0.16% Added +22.0k +21,998
46 Good Life Advisors, LLC 0.43% of their portfolio READING, PA 102,831102.8k $5.2m $5.2m 0.43% Reduced -48.5k -48,505
47 Kingsview Wealth Management, LLC 0.12% of their portfolio GRANTS PASS, OR 101,874101.9k $5.1m $5.1m 0.12% Added +3.4k +3,352
48 Argent Advisors, Inc. 1.86% of their portfolio RUSTON, LA 92,48792.5k $4.7m $4.7m 1.86% Added +3.9k +3,944
49 StoneX Group Inc. 0.37% of their portfolio NEW YORK, NY 91,45391.5k $4.6m $4.6m 0.37% Added +2.6k +2,562
50 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 90,33090.3k $4.6m $4.6m 0.01% Added +3.5k +3,535
51 PFS Partners, LLC 2.87% of their portfolio MINE HILL, NJ 89,99490.0k $4.5m $4.5m 2.87% Added +2.2k +2,221
52 Mariner, LLC 0.01% of their portfolio Overland Park, KS 89,54789.5k $4.5m $4.5m 0.01% Reduced -25.0k -24,980
53 RFG Advisory, LLC 0.15% of their portfolio BIRMINGHAM, AL 88,81388.8k $4.5m $4.5m 0.15% Added +8.0k +8,025
54 TOWNSQUARE CAPITAL LLC 0.05% of their portfolio Lehi, UT 76,43476.4k $3.9m $3.9m 0.05% Added +21.3k +21,285
55 Capital Investment Advisory Services, LLC 0.39% of their portfolio RALEIGH, NC 75,45175.5k $3.8m $3.8m 0.39% Added +15.8k +15,810
56 INDEPENDENT FINANCIAL GROUP, LLC 0.15% of their portfolio SAN DIEGO, CA 73,72773.7k $3.7m $3.7m 0.15% Reduced -37 -37
57 Householder Group Estate & Retirement Specialist, LLC 1.04% of their portfolio SCOTTSDALE, AZ 73,40373.4k $3.7m $3.7m 1.04% Added +29.1k +29,098
58 PARK AVENUE SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 72,57372.6k $3.7m $3.7m 0.04% Added +21.6k +21,628
59 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.30% of their portfolio CEDAR RAPIDS, IA 71,71971.7k $3.6m $3.6m 0.30% Added +22.5k +22,530
60 B. Riley Wealth Advisors, Inc. 0.09% of their portfolio MEMPHIS, TN 71,51771.5k $3.6m $3.6m 0.09% Reduced -52.5k -52,511
61 MILESTONE ASSET MANAGEMENT, LLC 0.90% of their portfolio PITTSBURGH, PA 71,42971.4k $3.6m $3.6m 0.90% Added +8.1k +8,054
62 UNIQUE WEALTH, LLC 0.94% of their portfolio TAMPA, FL 70,89370.9k $3.6m $3.6m 0.94% Reduced -3.2k -3,176
63 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 70,82670.8k $3.6m $3.6m 0.04% Reduced -3.5k -3,499
64 WEDBUSH SECURITIES INC 0.13% of their portfolio PASADENA, CA 70,37970.4k $3.6m $3.6m 0.13% Added +22.8k +22,806
65 IFP Advisors, Inc 0.14% of their portfolio TAMPA, FL 70,15570.2k $3.5m $3.5m 0.14% Added +6.5k +6,520
66 N.E.W. Advisory Services LLC 0.38% of their portfolio DE PERE, WI 69,78069.8k $3.5m $3.5m 0.38% Added +5.6k +5,555
67 D.A. DAVIDSON & CO. 0.03% of their portfolio GREAT FALLS, MT 66,57766.6k $3.4m $3.4m 0.03% Added +39.5k +39,492
68 TKG Advisors, LLC 1.82% of their portfolio VALPARAISO, IN 66,40066.4k $3.4m $3.4m 1.82% Added +3.2k +3,167
69 PCG Wealth Advisors, LLC 1.43% of their portfolio OVERLAND PARK, KS 65,07565.1k $3.3m $3.3m 1.43% Added +2.4k +2,403
70 NewEdge Wealth, LLC 0.07% of their portfolio STAMFORD, CT 62,50062.5k $3.2m $3.2m 0.07% Added +1.0k +1,000
71 Foundations Investment Advisors, LLC 0.08% of their portfolio PHOENIX, AZ 61,84061.8k $3.1m $3.1m 0.08% Added +12.5k +12,490
72 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 60,97861.0k $3.1m $3.1m 0.04% Added +18.5k +18,498
73 HARBOUR INVESTMENTS, INC. 0.10% of their portfolio MADISON, WI 60,35960.4k $3.0m $3.0m 0.10% Added +9.5k +9,537
74 Ameritas Advisory Services, LLC 0.11% of their portfolio Lincoln, NE 58,90258.9k $3.0m $3.0m 0.11% Added +16.7k +16,660
75 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 58,57858.6k $3.0m $3.0m 0.01% Added +5.1k +5,146
76 Elevated Capital Advisors, LLC 0.79% of their portfolio SANDY, UT 55,29855.3k $2.8m $2.8m 0.79% Reduced -40.7k -40,676
77 G&S Capital LLC 1.23% of their portfolio DENVER, CO 55,14355.1k $2.8m $2.8m 1.23% Added +4.0k +4,046
78 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 54,84154.8k $2.8m $2.8m 0.02% First filing
79 BlueChip Wealth Advisors LLC 1.41% of their portfolio Milton, GA 47,45147.5k $2.4m $2.4m 1.41% Added +6.0k +5,992
80 Raab & Moskowitz Asset Management LLC 0.65% of their portfolio Chatham, NJ 47,10547.1k $2.4m $2.4m 0.65% Reduced -293 -293
81 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 44,66344.7k $2.3m $2.3m 0.03% Reduced -8.7k -8,663
82 Cornerstone Wealth Management, LLC 0.17% of their portfolio ST. PETERS, MO 44,20444.2k $2.2m $2.2m 0.17% Added +340 +340
83 Hobart Private Capital, LLC 0.62% of their portfolio CHARLOTTE, NC 43,38743.4k $2.2m $2.2m 0.62% Added +13.2k +13,175
84 TrueWealth Advisors, LLC 0.79% of their portfolio BIRMINGHAM, AL 42,33742.3k $2.1m $2.1m 0.79% Added +8.7k +8,679
85 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 40,40040.4k $2.0m $2.0m 0.00% Reduced -49.0k -49,000
86 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 40,37340.4k $2.0m $2.0m 0.00% Added +35.3k +35,319
87 IAMS WEALTH MANAGEMENT, LLC 1.09% of their portfolio OMAHA, NE 39,47239.5k $2.0m $2.0m 1.09% Added +35.4k +35,430
88 Financial Partners Group, Inc 0.29% of their portfolio Overland Park, KS 36,82936.8k $1.9m $1.9m 0.29% Reduced -156.8k -156,818
89 SILVER OAK SECURITIES, INCORPORATED 0.27% of their portfolio JACKSON, TN 36,21536.2k $1.8m $1.8m 0.27% Added +2.5k +2,521
90 Stonebridge Financial Planning Group, LLC 0.91% of their portfolio ORLANDO, FL 35,82635.8k $1.8m $1.8m 0.91% Added +8.8k +8,819
91 Clear Creek Financial Management, LLC 0.21% of their portfolio SILVERDALE, WA 34,90234.9k $1.8m $1.8m 0.21% Added +17.0k +17,026
92 Prosperity Financial Group, Inc. 1.09% of their portfolio San Ramon, CA 34,29934.3k $1.7m $1.7m 1.09% Reduced -7.2k -7,220
93 Delta Investment Management, LLC 0.37% of their portfolio SAN FRANCISCO, CA 33,07133.1k $1.7m $1.7m 0.37% Added +13.8k +13,750
94 HBK Sorce Advisory LLC 0.06% of their portfolio ERIE, PA 32,68132.7k $1.7m $1.7m 0.06% Added +5.7k +5,662
95 Tyler-Stone Wealth Management 0.68% of their portfolio Beachwood, OH 32,50632.5k $1.6m $1.6m 0.68% Reduced -1.2k -1,210
96 Garden State Investment Advisory Services LLC 0.56% of their portfolio Red Bank, NJ 32,18432.2k $1.6m $1.6m 0.56% Added +12.4k +12,394
97 Collaborative Wealth Managment Inc. 0.71% of their portfolio LAKE MARY, FL 28,87728.9k $1.5m $1.5m 0.71% Added +3.3k +3,261
98 COMERICA BANK 0.01% of their portfolio DALLAS, TX 28,75028.8k $1.5m $1.5m 0.01% Added +1.7k +1,673
99 Concurrent Investment Advisors, LLC 0.05% of their portfolio Tampa, FL 27,61827.6k $1.4m $1.4m 0.05% Added +1.3k +1,308
100 RAYMOND JAMES TRUST N.A. 0.03% of their portfolio ST. PETERSBURG, FL 27,37327.4k $1.4m $1.4m 0.03% Added +4.7k +4,654