Vault-13

FIRST TR EXCHANGE-TRADED FD KNG

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

289 institutional holders +16 vs Q2 2024
39,293,77839.3m shares reported held*
$2.1bnreported value*
36 new 143 added 77 reduced 23 sold out net bought ≈ $204.8m (+3.0m 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 ($44.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $54.47.

Trends to Q3 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: 273Q3 24: 289289Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 2022114
Q4 2022123
Q1 2023136
Q2 2023149
Q3 2023187
Q4 2023236
Q1 2024258
Q2 2024273
Q3 2024289

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 outQ1 23: 82 bought or addedQ1 23: 46 cut or sold outQ1 23Q2 23: 102 bought or addedQ2 23: 41 cut or sold outQ3 23: 151 bought or addedQ3 23: 39 cut or sold outQ3 23Q4 23: 168 bought or addedQ4 23: 55 cut or sold outQ1 24: 185 bought or addedQ1 24: 73 cut or sold outQ1 24Q2 24: 184 bought or addedQ2 24: 82 cut or sold outQ3 24: 179 bought or addedQ3 24: 100 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20226252
Q1 20238246
Q2 202310241
Q3 202315139
Q4 202316855
Q1 202418573
Q2 202418482
Q3 2024179100

Biggest buyers

LPL Financial LLC Added +610,120+610.1k
WELLS FARGO & COMPANY/MN Added +485,241+485.2k
MORGAN STANLEY Added +482,197+482.2k
Kestra Advisory Services, LLC Added +479,596+479.6k
UBS Group AG Added +353,897+353.9k
TRUIST FINANCIAL CORP Added +242,927+242.9k
ENVESTNET ASSET MANAGEMENT INC Added +229,681+229.7k
NewEdge Advisors, LLC Added +104,351+104.4k
COMMONWEALTH EQUITY SERVICES, LLC Added +79,764+79.8k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors New +78,724+78.7k

Biggest sellers

Strategic Financial Concepts, LLC Sold out -840,699-840.7k
AE Wealth Management LLC Reduced -102,814-102.8k
Prospera Financial Services Inc Reduced -71,512-71.5k
N.E.W. Advisory Services LLC Reduced -63,903-63.9k
OSAIC HOLDINGS, INC. Reduced -42,115-42.1k
Private Advisor Group, LLC Reduced -32,993-33.0k
UNIQUE WEALTH, LLC Reduced -30,320-30.3k
Virtue Capital Management, LLC Sold out -26,764-26.8k
Mariner, LLC Reduced -22,436-22.4k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Sold out -20,180-20.2k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 4,886,9414.9m $266.2m $266.2m 0.02% Added +482.2k +482,197
2 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 4,538,0064.5m $247.2m $247.2m 0.06% Added +485.2k +485,241
3 LPL Financial LLC 0.11% of their portfolio FORT MILL, SC 4,525,1064.5m $246.5m $246.5m 0.11% Added +610.1k +610,120
4 UBS Group AG 0.03% of their portfolio ZURICH, V8 1,868,5771.9m $101.8m $101.8m 0.03% Added +353.9k +353,897
5 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,658,1241.7m $90.3m $90.3m 0.03% Added +229.7k +229,681
6 RAYMOND JAMES & ASSOCIATES 0.05% of their portfolio ST PETERSBURG, FL 1,564,7431.6m $85.2m $85.2m 0.05% Added +54.5k +54,515
7 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,504,7841.5m $82.0m $82.0m 0.02% Added +34.3k +34,268
8 Raymond James Financial Services Advisors, Inc. 0.09% of their portfolio ST. PETERSBURG, FL 1,260,0101.3m $68.6m $68.6m 0.09% Added +11.3k +11,252
9 TRUIST FINANCIAL CORP 0.09% of their portfolio CHARLOTTE, NC 1,072,8601.1m $58.4m $58.4m 0.09% Added +242.9k +242,927
10 Kestra Advisory Services, LLC 0.27% of their portfolio AUSTIN, TX 894,998895.0k $48.8m $48.8m 0.27% Added +479.6k +479,596
11 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 857,407857.4k $46.7m $46.7m 0.10% Reduced -3.3k -3,347
12 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 828,641828.6k $45.1m $45.1m 0.07% Added +79.8k +79,764
13 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 707,856707.9k $38.6m $38.6m 0.04% Added +42.4k +42,353
14 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 581,644581.6k $31.7m $31.7m 0.07% Reduced -42.1k -42,115
15 Wagner Wealth Management, LLC 7.29% of their portfolio GREENVILLE, SC 495,949495.9k $27.0m $27.0m 7.29% Added +40.5k +40,498
16 Coppell Advisory Solutions LLC 3.41% of their portfolio COPPELL, TX 427,287427.3k $23.2m $23.2m 3.41% Added +8.2k +8,216
17 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 420,576420.6k $22.9m $22.9m 0.08% Reduced -8.4k -8,420
18 MML INVESTORS SERVICES, LLC 0.08% of their portfolio SPRINGFIELD, MA 393,428393.4k $21.4m $21.4m 0.08% Added +9.4k +9,435
19 Arkadios Wealth Advisors 1.11% of their portfolio ATLANTA, GA 360,911360.9k $19.7m $19.7m 1.11% Added +42.3k +42,316
20 Solitude Financial Services 8.38% of their portfolio CHARLOTTESVILLE, VA 360,465360.5k $19.6m $19.6m 8.38% Added +4.3k +4,289
21 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 314,956315.0k $17.2m $17.2m 0.05% Added +50.3k +50,335
22 Flaharty Asset Management, LLC 2.14% of their portfolio CLEARWATER, FL 279,822279.8k $15.2m $15.2m 2.14% Added +5.0k +4,983
23 Brookstone Capital Management 0.22% of their portfolio WHEATON, IL 277,814277.8k $15.1m $15.1m 0.22% Added +2.0k +2,032
24 SYNOVUS FINANCIAL CORP 0.17% of their portfolio Columbus, GA 274,317274.3k $14.9m $14.9m 0.17% Added +3.9k +3,929
25 Integrated Wealth Concepts LLC 0.17% of their portfolio WALTHAM, MA 258,657258.7k $14.1m $14.1m 0.17% Added +27.4k +27,362
26 NewEdge Advisors, LLC 0.09% of their portfolio NEW ORLEANS, LA 244,779244.8k $13.3m $13.3m 0.09% Added +104.4k +104,351
27 PSI Advisors, LLC 3.68% of their portfolio TAMPA, FL 230,420230.4k $12.6m $12.6m 3.68% Added +40.7k +40,718
28 Steward Partners Investment Advisory, LLC 0.11% of their portfolio STAMFORD, CT 226,679226.7k $12.3m $12.3m 0.11% Added +8.7k +8,719
29 Ergawealth Advisors, Inc. 6.10% of their portfolio OAK BROOK, IL 225,970226.0k $12.3m $12.3m 6.10% Reduced -4.0k -4,031
30 Pine Valley Investments Ltd Liability Co 0.81% of their portfolio MARLTON, NJ 215,375215.4k $11.7m $11.7m 0.81% Added +12.4k +12,369
31 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 212,961213.0k $11.6m $11.6m 0.03% Added +11.8k +11,760
32 Atria Wealth Solutions, Inc. 0.12% of their portfolio NEW YORK, NY 196,726196.7k $10.8m $10.8m 0.12% Added +35.1k +35,070
33 SlateStone Wealth, LLC 0.90% of their portfolio JUPITER, FL 183,067183.1k $10.0m $10.0m 0.90% Added +13.7k +13,748
34 Alpha Omega Group, Inc. 12.37% of their portfolio RESTON, VA 165,406165.4k $9.0m $9.0m 12.37% Added +3.3k +3,294
35 AVANTAX ADVISORY SERVICES, INC. 0.06% of their portfolio DALLAS, TX 155,044155.0k $8.4m $8.4m 0.06% Reduced -10.8k -10,787
36 Prospera Financial Services Inc 0.21% of their portfolio Dallas, TX 153,640153.6k $8.4m $8.4m 0.21% Reduced -71.5k -71,512
37 Sigma Planning Corp 0.25% of their portfolio ANN ARBOR, MI 149,550149.6k $8.1m $8.1m 0.25% Added +9.9k +9,872
38 Bullseye Investment Management, LLC 4.63% of their portfolio CINCINNATI, OH 147,367147.4k $8.0m $8.0m 4.63% Added +23.9k +23,947
39 Boyce & Associates Wealth Consulting, Inc. 7.63% of their portfolio CEDAR PARK, TX 134,796134.8k $7.3m $7.3m 7.63% Added +2.0k +1,959
40 Snowden Capital Advisors LLC 0.20% of their portfolio New York, NY 125,900125.9k $6.9m $6.9m 0.20% Added +21.9k +21,896
41 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 124,920124.9k $6.8m $6.8m 0.01% Reduced -12.8k -12,814
42 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 116,344116.3k $6.4m $6.4m 0.04% Reduced -33.0k -32,993
43 Private Advisory Group LLC 0.77% of their portfolio REDMOND, WA 112,249112.2k $6.1m $6.1m 0.77% Reduced -254 -254
44 HARBOUR INVESTMENTS, INC. 0.18% of their portfolio MADISON, WI 107,685107.7k $5.9m $5.9m 0.18% Added +47.3k +47,326
45 Householder Group Estate & Retirement Specialist, LLC 1.60% of their portfolio SCOTTSDALE, AZ 100,711100.7k $5.5m $5.5m 1.60% Added +27.3k +27,308
46 Kingsview Wealth Management, LLC 0.11% of their portfolio GRANTS PASS, OR 100,209100.2k $5.5m $5.5m 0.11% Reduced -1.7k -1,665
47 Argent Advisors, Inc. 1.97% of their portfolio RUSTON, LA 97,29497.3k $5.3m $5.3m 1.97% Added +4.8k +4,807
48 RFG Advisory, LLC 0.16% of their portfolio BIRMINGHAM, AL 95,70595.7k $5.2m $5.2m 0.16% Added +6.9k +6,892
49 PFS Partners, LLC 2.95% of their portfolio MINE HILL, NJ 93,89393.9k $5.1m $5.1m 2.95% Added +3.9k +3,899
50 Good Life Advisors, LLC 0.31% of their portfolio READING, PA 93,32893.3k $5.1m $5.1m 0.31% Reduced -9.5k -9,503
51 TOWNSQUARE CAPITAL LLC 0.06% of their portfolio Lehi, UT 92,96993.0k $5.1m $5.1m 0.06% Added +16.5k +16,535
52 D.A. DAVIDSON & CO. 0.04% of their portfolio GREAT FALLS, MT 89,30189.3k $4.9m $4.9m 0.04% Added +22.7k +22,724
53 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 88,62488.6k $4.8m $4.8m 0.01% Reduced -1.7k -1,706
54 Capital Investment Advisory Services, LLC 0.44% of their portfolio RALEIGH, NC 84,70884.7k $4.6m $4.6m 0.44% Added +9.3k +9,257
55 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.32% of their portfolio CEDAR RAPIDS, IA 80,48580.5k $4.4m $4.4m 0.32% Added +8.8k +8,766
56 PARK AVENUE SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 80,21980.2k $4.4m $4.4m 0.05% Added +7.6k +7,646
57 MILESTONE ASSET MANAGEMENT, LLC 0.97% of their portfolio PITTSBURGH, PA 79,01879.0k $4.3m $4.3m 0.97% Added +7.6k +7,589
58 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.65% of their portfolio CONCORD, MA 78,72478.7k $4.3m $4.3m 0.65% New
59 Ameritas Advisory Services, LLC 0.18% of their portfolio Lincoln, NE 76,28576.3k $4.2m $4.2m 0.18% Added +17.4k +17,383
60 INDEPENDENT FINANCIAL GROUP, LLC 0.15% of their portfolio SAN DIEGO, CA 75,32575.3k $4.1m $4.1m 0.15% Added +1.6k +1,598
61 StoneX Group Inc. 0.29% of their portfolio NEW YORK, NY 73,07073.1k $4.0m $4.0m 0.29% Reduced -18.4k -18,383
62 Beacon Pointe Advisors, LLC 0.05% of their portfolio NEWPORT BEACH, CA 72,76672.8k $4.0m $4.0m 0.05% Added +1.9k +1,940
63 &PARTNERS 0.07% of their portfolio NASHVILLE, TN 71,33571.3k $3.9m $3.9m 0.07% New
64 WEDBUSH SECURITIES INC 0.14% of their portfolio PASADENA, CA 70,44970.4k $3.8m $3.8m 0.14% Added +70 +70
65 TKG Advisors, LLC 1.85% of their portfolio VALPARAISO, IN 68,93568.9k $3.8m $3.8m 1.85% Added +2.5k +2,535
66 Mariner, LLC 0.01% of their portfolio Overland Park, KS 67,11167.1k $3.7m $3.7m 0.01% Reduced -22.4k -22,436
67 PCG Wealth Advisors, LLC 1.39% of their portfolio OVERLAND PARK, KS 66,09466.1k $3.6m $3.6m 1.39% Added +1.0k +1,019
68 IFP Advisors, Inc 0.12% of their portfolio TAMPA, FL 63,06663.1k $3.4m $3.4m 0.12% Reduced -7.1k -7,089
69 NewEdge Wealth, LLC 0.06% of their portfolio STAMFORD, CT 62,50062.5k $3.4m $3.4m 0.06% Unchanged
70 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 62,44062.4k $3.4m $3.4m 0.04% Added +1.5k +1,462
71 Foundations Investment Advisors, LLC 0.07% of their portfolio PHOENIX, AZ 60,29360.3k $3.3m $3.3m 0.07% Reduced -1.5k -1,547
72 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 59,11559.1k $3.2m $3.2m 0.02% Added +4.3k +4,274
73 Redhawk Wealth Advisors, Inc. 0.44% of their portfolio MINNEAPOLIS, MN 56,96157.0k $3.1m $3.1m 0.44% Added +41.7k +41,737
74 G&S Capital LLC 1.29% of their portfolio DENVER, CO 56,61656.6k $3.1m $3.1m 1.29% Added +1.5k +1,473
75 B. Riley Wealth Advisors, Inc. 0.08% of their portfolio MEMPHIS, TN 55,90855.9k $3.0m $3.0m 0.08% Reduced -15.6k -15,609
76 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 55,34655.3k $3.0m $3.0m 0.01% Reduced -3.2k -3,232
77 SILVER OAK SECURITIES, INCORPORATED 0.32% of their portfolio JACKSON, TN 54,94554.9k $3.0m $3.0m 0.32% Added +18.7k +18,730
78 Elevated Capital Advisors, LLC 0.79% of their portfolio SANDY, UT 54,52854.5k $3.0m $3.0m 0.79% Reduced -770 -770
79 BlueChip Wealth Advisors LLC 1.49% of their portfolio Milton, GA 52,12352.1k $2.8m $2.8m 1.49% Added +4.7k +4,672
80 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 50,46350.5k $2.7m $2.7m 0.01% Added +10.1k +10,090
81 Hobart Private Capital, LLC 0.69% of their portfolio CHARLOTTE, NC 49,23249.2k $2.7m $2.7m 0.69% Added +5.8k +5,845
82 Raab & Moskowitz Asset Management LLC 0.64% of their portfolio Chatham, NJ 46,20246.2k $2.5m $2.5m 0.64% Reduced -903 -903
83 Concurrent Investment Advisors, LLC 0.07% of their portfolio Tampa, FL 45,03745.0k $2.5m $2.5m 0.07% Added +17.4k +17,419
84 TrueWealth Advisors, LLC 0.81% of their portfolio BIRMINGHAM, AL 44,34644.3k $2.4m $2.4m 0.81% Added +2.0k +2,009
85 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 44,04444.0k $2.4m $2.4m 0.04% Added +26.3k +26,263
86 Cornerstone Wealth Management, LLC 0.16% of their portfolio ST. PETERS, MO 41,07141.1k $2.2m $2.2m 0.16% Reduced -3.1k -3,133
87 Tyler-Stone Wealth Management 0.42% of their portfolio Beachwood, OH 41,04641.0k $2.2m $2.2m 0.42% Added +8.5k +8,540
88 UNIQUE WEALTH, LLC 0.51% of their portfolio TAMPA, FL 40,57340.6k $2.2m $2.2m 0.51% Reduced -30.3k -30,320
89 Foguth Wealth Management, LLC. 0.78% of their portfolio BRIGHTON, MI 40,04640.0k $2.1m $2.1m 0.78% Added +34.7k +34,705
90 Stonebridge Financial Planning Group, LLC 1.03% of their portfolio ORLANDO, FL 39,68839.7k $2.2m $2.2m 1.03% Added +3.9k +3,862
91 IAMS WEALTH MANAGEMENT, LLC 1.06% of their portfolio OMAHA, NE 39,66239.7k $2.2m $2.2m 1.06% Added +190 +190
92 Garden State Investment Advisory Services LLC 0.68% of their portfolio Red Bank, NJ 38,64738.6k $2.1m $2.1m 0.68% Added +6.5k +6,463
93 Signal Advisors Wealth, LLC 0.30% of their portfolio DETROIT, MI 38,59938.6k $2.1m $2.1m 0.30% New
94 Harvest Investment Services, LLC 0.66% of their portfolio Oakbrook Terrace, IL 37,75837.8k $2.1m $2.1m 0.66% Added +30.5k +30,469
95 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 37,42637.4k $2.0m $2.0m 0.03% Reduced -7.2k -7,237
96 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 36,41036.4k $2.0m $2.0m 0.02% Added +9.8k +9,795
97 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 34,30034.3k $1.9m $1.9m 0.00% Reduced -6.1k -6,100
98 Proactive Wealth Strategies LLC 1.03% of their portfolio MARIETTA, GA 34,19834.2k $1.9m $1.9m 1.03% First filing
99 HBK Sorce Advisory LLC 0.05% of their portfolio ERIE, PA 32,48032.5k $1.8m $1.8m 0.05% Reduced -201 -201
100 Delta Investment Management, LLC 0.36% of their portfolio SAN FRANCISCO, CA 32,46732.5k $1.8m $1.8m 0.36% Reduced -604 -604