Vault-13

FIRST TR EXCHANGE-TRADED FD KNG

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

324 institutional holders +35 vs Q3 2024
44,040,51344.0m shares reported held*
$2.2bnreported value*
30 new 158 added 79 reduced 20 sold out net bought ≈ $188.9m (+3.8m 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 ($336.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.21.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 114Q4 22: 123Q1 23: 136Q2 23: 149Q3 23: 187Q4 23: 236Q1 24: 258Q2 24: 273Q3 24: 289Q4 24: 324324Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022114
Q4 2022123
Q1 2023136
Q2 2023149
Q3 2023187
Q4 2023236
Q1 2024258
Q2 2024273
Q3 2024289
Q4 2024324

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 24Q3 24: 179 bought or addedQ3 24: 100 cut or sold outQ4 24: 188 bought or addedQ4 24: 99 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20238246
Q2 202310241
Q3 202315139
Q4 202316855
Q1 202418573
Q2 202418482
Q3 2024179100
Q4 202418899

Biggest buyers

MORGAN STANLEY Added +612,717+612.7k
LPL Financial LLC Added +374,213+374.2k
WELLS FARGO & COMPANY/MN Added +204,801+204.8k
ENVESTNET ASSET MANAGEMENT INC Added +196,499+196.5k
Capital Investment Advisors, LLC New +189,294+189.3k
Kestra Advisory Services, LLC Added +160,358+160.4k
Modern Wealth Management, LLC New +153,347+153.3k
Rockefeller Capital Management L.P. Added +147,600+147.6k
ROYAL BANK OF CANADA Added +144,331+144.3k
OSAIC HOLDINGS, INC. Added +139,559+139.6k

Biggest sellers

STIFEL FINANCIAL CORP Reduced -112,432-112.4k
Boyce & Associates Wealth Consulting, Inc. Reduced -82,012-82.0k
Householder Group Estate & Retirement Specialist, LLC Reduced -78,969-79.0k
STEPHENS INC /AR/ Sold out -37,426-37.4k
RENAISSANCE TECHNOLOGIES LLC Sold out -34,300-34.3k
Capital Investment Advisory Services, LLC Reduced -32,027-32.0k
LANARK FINANCIAL, INC. Reduced -31,641-31.6k
Sanctuary Advisors, LLC Reduced -21,479-21.5k
JPMORGAN CHASE & CO Reduced -20,116-20.1k
Hobart Private Capital, LLC Reduced -19,620-19.6k

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 5,499,6585.5m $276.1m $276.1m 0.02% Added +612.7k +612,717
2 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 4,899,3194.9m $246.0m $246.0m 0.10% Added +374.2k +374,213
3 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 4,742,8074.7m $238.1m $238.1m 0.06% Added +204.8k +204,801
4 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 2,932,4182.9m $147.2m $147.2m 0.05% First filing
5 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,921,8341.9m $96.5m $96.5m 0.02% Added +53.3k +53,257
6 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,854,6231.9m $93.1m $93.1m 0.03% Added +196.5k +196,499
7 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,649,1151.6m $82.8m $82.8m 0.02% Added +144.3k +144,331
8 TRUIST FINANCIAL CORP 0.09% of their portfolio CHARLOTTE, NC 1,192,8911.2m $59.9m $59.9m 0.09% Added +120.0k +120,031
9 Kestra Advisory Services, LLC 0.29% of their portfolio AUSTIN, TX 1,055,3561.1m $53.0m $53.0m 0.29% Added +160.4k +160,358
10 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 925,220925.2k $46.5m $46.5m 0.07% Added +96.6k +96,579
11 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 916,448916.4k $46.0m $46.0m 0.10% Added +59.0k +59,041
12 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 721,203721.2k $36.2m $36.2m 0.08% Added +139.6k +139,559
13 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 595,424595.4k $29.9m $29.9m 0.03% Reduced -112.4k -112,432
14 Wagner Wealth Management, LLC 6.61% of their portfolio GREENVILLE, SC 510,279510.3k $25.6m $25.6m 6.61% Added +14.3k +14,330
15 Coppell Advisory Solutions LLC 3.22% of their portfolio COPPELL, TX 459,914459.9k $23.0m $23.0m 3.22% Added +32.6k +32,627
16 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 447,593447.6k $22.5m $22.5m 0.08% Added +27.0k +27,017
17 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 404,224404.2k $20.3m $20.3m 0.07% Added +10.8k +10,796
18 Arkadios Wealth Advisors 1.02% of their portfolio ATLANTA, GA 373,780373.8k $18.8m $18.8m 1.02% Added +12.9k +12,869
19 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 360,561360.6k $18.1m $18.1m 0.05% Added +147.6k +147,600
20 Solitude Financial Services 7.78% of their portfolio CHARLOTTESVILLE, VA 354,072354.1k $17.8m $17.8m 7.78% Reduced -6.4k -6,393
21 Compass Financial Services Inc 8.91% of their portfolio WEST DES MOINES, IA 313,390313.4k $15.7m $15.7m 8.91% First filing
22 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 307,912307.9k $15.5m $15.5m 0.04% Reduced -7.0k -7,044
23 Brookstone Capital Management 0.22% of their portfolio WHEATON, IL 303,499303.5k $15.2m $15.2m 0.22% Added +25.7k +25,685
24 Integrated Wealth Concepts LLC 0.17% of their portfolio WALTHAM, MA 283,408283.4k $14.2m $14.2m 0.17% Added +24.8k +24,751
25 PSI Advisors, LLC 4.20% of their portfolio TAMPA, FL 281,859281.9k $14.2m $14.2m 4.20% Added +51.4k +51,439
26 SYNOVUS FINANCIAL CORP 0.18% of their portfolio Columbus, GA 279,838279.8k $14.1m $14.1m 0.18% Added +5.5k +5,521
27 Flaharty Asset Management, LLC 2.04% of their portfolio CLEARWATER, FL 278,143278.1k $14.0m $14.0m 2.04% Reduced -1.7k -1,679
28 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 236,567236.6k $11.9m $11.9m 0.07% Reduced -8.2k -8,212
29 Steward Partners Investment Advisory, LLC 0.10% of their portfolio STAMFORD, CT 230,413230.4k $11.6m $11.6m 0.10% Added +3.7k +3,734
30 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 215,771215.8k $10.8m $10.8m 0.02% Added +127.1k +127,147
31 Atria Wealth Solutions, Inc. 0.12% of their portfolio NEW YORK, NY 215,557215.6k $10.8m $10.8m 0.12% Added +18.8k +18,831
32 Ergawealth Advisors, Inc. 5.25% of their portfolio OAK BROOK, IL 211,747211.7k $10.6m $10.6m 5.25% Reduced -14.2k -14,223
33 SlateStone Wealth, LLC 1.04% of their portfolio JUPITER, FL 211,742211.7k $10.6m $10.6m 1.04% Added +28.7k +28,675
34 Pine Valley Investments Ltd Liability Co 0.68% of their portfolio MARLTON, NJ 207,582207.6k $10.4m $10.4m 0.68% Reduced -7.8k -7,793
35 AVANTAX ADVISORY SERVICES, INC. 0.06% of their portfolio DALLAS, TX 189,737189.7k $9.5m $9.5m 0.06% Added +34.7k +34,693
36 Capital Investment Advisors, LLC 0.19% of their portfolio ATLANTA, GA 189,294189.3k $9.5m $9.5m 0.19% New
37 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 181,709181.7k $9.1m $9.1m 0.05% Added +65.4k +65,365
38 Prospera Financial Services Inc 0.20% of their portfolio Dallas, TX 173,241173.2k $8.7m $8.7m 0.20% Added +19.6k +19,601
39 Alpha Omega Group, Inc. 10.24% of their portfolio RESTON, VA 173,159173.2k $8.7m $8.7m 10.24% Added +7.8k +7,753
40 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 164,564164.6k $8.3m $8.3m 0.01% Added +39.6k +39,644
41 &PARTNERS 0.10% of their portfolio NASHVILLE, TN 160,332160.3k $8.1m $8.1m 0.10% Added +89.0k +88,997
42 Modern Wealth Management, LLC 0.29% of their portfolio KANSAS CITY, MO 153,347153.3k $7.7m $7.7m 0.29% New
43 TOWNSQUARE CAPITAL LLC 0.08% of their portfolio Lehi, UT 148,307148.3k $7.4m $7.4m 0.08% Added +55.3k +55,338
44 Sigma Planning Corp 0.23% of their portfolio ANN ARBOR, MI 148,301148.3k $7.4m $7.4m 0.23% Reduced -1.2k -1,249
45 Private Advisory Group LLC 0.83% of their portfolio REDMOND, WA 147,530147.5k $7.4m $7.4m 0.83% Added +35.3k +35,281
46 Prasad Wealth Partners, LLC 2.36% of their portfolio INDEPENDENCE, OH 145,152145.2k $7.3m $7.3m 2.36% First filing
47 Tandem Financial, LLC 7.18% of their portfolio GREENWOOD VILLAGE, CO 133,126133.1k $6.7m $6.7m 7.18% First filing
48 Bullseye Investment Management, LLC 4.33% of their portfolio CINCINNATI, OH 131,268131.3k $6.6m $6.6m 4.33% Reduced -16.1k -16,099
49 Snowden Capital Advisors LLC 0.20% of their portfolio New York, NY 127,953128.0k $6.4m $6.4m 0.20% Added +2.1k +2,053
50 HARBOUR INVESTMENTS, INC. 0.18% of their portfolio MADISON, WI 126,417126.4k $6.3m $6.3m 0.18% Added +18.7k +18,732
51 D.A. DAVIDSON & CO. 0.05% of their portfolio GREAT FALLS, MT 120,172120.2k $6.0m $6.0m 0.05% Added +30.9k +30,871
52 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.40% of their portfolio CEDAR RAPIDS, IA 108,966109.0k $5.5m $5.5m 0.40% Added +28.5k +28,481
53 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 103,958104.0k $5.2m $5.2m 0.01% Added +53.5k +53,495
54 Ameritas Advisory Services, LLC 0.18% of their portfolio Lincoln, NE 103,525103.5k $5.2m $5.2m 0.18% Added +27.2k +27,240
55 Argent Advisors, Inc. 1.91% of their portfolio RUSTON, LA 102,542102.5k $5.1m $5.1m 1.91% Added +5.2k +5,248
56 Kingsview Wealth Management, LLC 0.10% of their portfolio GRANTS PASS, OR 100,961101.0k $5.1m $5.1m 0.10% Added +752 +752
57 Good Life Advisors, LLC 0.36% of their portfolio READING, PA 97,98998.0k $4.9m $4.9m 0.36% Added +4.7k +4,661
58 PFS Partners, LLC 2.64% of their portfolio MINE HILL, NJ 96,41596.4k $4.8m $4.8m 2.64% Added +2.5k +2,522
59 PARK AVENUE SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 92,56192.6k $4.6m $4.6m 0.05% Added +12.3k +12,342
60 RFG Advisory, LLC 0.13% of their portfolio BIRMINGHAM, AL 91,71091.7k $4.6m $4.6m 0.13% Reduced -4.0k -3,995
61 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 89,69689.7k $4.5m $4.5m 0.01% New
62 Mariner, LLC 0.01% of their portfolio Overland Park, KS 82,60382.6k $4.1m $4.1m 0.01% Added +15.5k +15,492
63 Arax Advisory Partners 0.25% of their portfolio NEW YORK, NY 80,46380.5k $4.0m $4.0m 0.25% Added +73.3k +73,338
64 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.59% of their portfolio CONCORD, MA 78,93378.9k $4.0m $4.0m 0.59% Added +209 +209
65 INDEPENDENT FINANCIAL GROUP, LLC 0.13% of their portfolio SAN DIEGO, CA 78,72278.7k $4.0m $4.0m 0.13% Added +3.4k +3,397
66 MILESTONE ASSET MANAGEMENT, LLC 0.86% of their portfolio PITTSBURGH, PA 77,65877.7k $3.9m $3.9m 0.86% Reduced -1.4k -1,360
67 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 77,56977.6k $3.9m $3.9m 0.04% Added +4.8k +4,803
68 TKG Advisors, LLC 1.80% of their portfolio VALPARAISO, IN 76,50676.5k $3.9m $3.9m 1.80% Added +7.6k +7,571
69 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 75,67575.7k $3.8m $3.8m 0.04% Added +13.2k +13,235
70 WEDBUSH SECURITIES INC 0.13% of their portfolio PASADENA, CA 72,70772.7k $3.7m $3.7m 0.13% Added +2.3k +2,258
71 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 68,68068.7k $3.4m $3.4m 0.01% Added +13.3k +13,334
72 SILVER OAK SECURITIES, INCORPORATED 0.30% of their portfolio JACKSON, TN 65,53465.5k $3.3m $3.3m 0.30% Added +10.6k +10,589
73 PCG Wealth Advisors, LLC 1.21% of their portfolio OVERLAND PARK, KS 65,43865.4k $3.3m $3.3m 1.21% Reduced -656 -656
74 IFP Advisors, Inc 0.10% of their portfolio TAMPA, FL 63,16763.2k $3.2m $3.2m 0.10% Added +101 +101
75 Independent Advisor Alliance 0.04% of their portfolio CHARLOTTE, NC 63,13263.1k $3.2m $3.2m 0.04% New
76 NewEdge Wealth, LLC 0.05% of their portfolio STAMFORD, CT 62,50062.5k $3.1m $3.1m 0.05% Unchanged
77 StoneX Group Inc. 0.17% of their portfolio NEW YORK, NY 61,54161.5k $3.1m $3.1m 0.17% Reduced -11.5k -11,529
78 B. Riley Wealth Advisors, Inc. 0.10% of their portfolio MEMPHIS, TN 61,38361.4k $3.1m $3.1m 0.10% Added +5.5k +5,475
79 G&S Capital LLC 1.27% of their portfolio DENVER, CO 61,35561.4k $3.1m $3.1m 1.27% Added +4.7k +4,739
80 Foundations Investment Advisors, LLC 0.06% of their portfolio PHOENIX, AZ 61,27561.3k $3.1m $3.1m 0.06% Added +982 +982
81 Holcombe Financial, Inc. 2.26% of their portfolio ATLANTA, GA 54,73254.7k $2.7m $2.7m 2.26% First filing
82 Elevated Capital Advisors, LLC 0.74% of their portfolio SANDY, UT 54,19354.2k $2.7m $2.7m 0.74% Reduced -335 -335
83 Boyce & Associates Wealth Consulting, Inc. 2.68% of their portfolio CEDAR PARK, TX 52,78452.8k $2.7m $2.7m 2.68% Reduced -82.0k -82,012
84 Capital Investment Advisory Services, LLC 0.25% of their portfolio RALEIGH, NC 52,68152.7k $2.6m $2.6m 0.25% Reduced -32.0k -32,027
85 Signal Advisors Wealth, LLC 0.30% of their portfolio DETROIT, MI 52,30252.3k $2.6m $2.6m 0.30% Added +13.7k +13,703
86 Redhawk Wealth Advisors, Inc. 0.35% of their portfolio MINNEAPOLIS, MN 51,39751.4k $2.6m $2.6m 0.35% Reduced -5.6k -5,564
87 Foguth Wealth Management, LLC. 0.69% of their portfolio BRIGHTON, MI 51,38851.4k $2.6m $2.6m 0.69% Added +11.3k +11,342
88 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 49,15349.2k $2.5m $2.5m 0.04% Added +5.1k +5,109
89 Invst, LLC 0.30% of their portfolio INDIANAPOLIS, IN 48,58048.6k $2.4m $2.4m 0.30% Added +19.4k +19,396
90 Raab & Moskowitz Asset Management LLC 0.58% of their portfolio Chatham, NJ 47,30147.3k $2.4m $2.4m 0.58% Added +1.1k +1,099
91 TrueWealth Advisors, LLC 0.79% of their portfolio BIRMINGHAM, AL 47,00947.0k $2.4m $2.4m 0.79% Added +2.7k +2,663
92 CRUX WEALTH ADVISORS 1.28% of their portfolio LONG BEACH, CA 45,83845.8k $2.3m $2.3m 1.28% First filing
93 Concurrent Investment Advisors, LLC 0.06% of their portfolio Tampa, FL 45,71145.7k $2.3m $2.3m 0.06% Added +674 +674
94 Stillwater Wealth Management Group 2.06% of their portfolio JUNO BEACH, FL 45,59445.6k $2.3m $2.3m 2.06% First filing
95 Stonebridge Financial Planning Group, LLC 1.02% of their portfolio ORLANDO, FL 45,52045.5k $2.3m $2.3m 1.02% Added +5.8k +5,832
96 BlueChip Wealth Advisors LLC 1.26% of their portfolio Milton, GA 45,19645.2k $2.3m $2.3m 1.26% Reduced -6.9k -6,927
97 CreativeOne Wealth, LLC 0.07% of their portfolio OVERLAND PARK, KS 44,72244.7k $2.2m $2.2m 0.07% Added +38.4k +38,423
98 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 44,31844.3k $2.2m $2.2m 0.05% New
99 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 44,09044.1k $2.2m $2.2m 0.00% New
100 Econ Financial Services Corp 1.24% of their portfolio HARRISBURG, PA 42,87942.9k $2.2m $2.2m 1.24% Added +21.0k +21,040