Vault-13

FIRST TR EXCHANGE-TRADED FD KNG

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

323 institutional holders -1 vs Q4 2024
44,043,88044.0m shares reported held*
$2.2bnreported value*
27 new 152 added 111 reduced 23 sold out net bought ≈ $1.9m (+39.2k 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 ($349.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.49.

Trends to Q1 2025

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: 324Q1 25: 323323Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022114
Q4 2022123
Q1 2023136
Q2 2023149
Q3 2023187
Q4 2023236
Q1 2024258
Q2 2024273
Q3 2024289
Q4 2024324
Q1 2025323

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 24Q4 24: 188 bought or addedQ4 24: 99 cut or sold outQ1 25: 179 bought or addedQ1 25: 134 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202310241
Q3 202315139
Q4 202316855
Q1 202418573
Q2 202418482
Q3 2024179100
Q4 202418899
Q1 2025179134

Biggest buyers

Capital Investment Advisors, LLC Added +314,108+314.1k
MORGAN STANLEY Added +261,915+261.9k
Symphony Financial Services, Inc. New +218,516+218.5k
Atlas Private Wealth Advisors New +194,579+194.6k
UBS Group AG Added +176,147+176.1k
LPL Financial LLC Added +124,420+124.4k
COMMONWEALTH EQUITY SERVICES, LLC Added +108,912+108.9k
TRUIST FINANCIAL CORP Added +108,611+108.6k
ROYAL BANK OF CANADA Added +92,969+93.0k
Cambridge Investment Research Advisors, Inc. Added +87,897+87.9k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -352,682-352.7k
WELLS FARGO & COMPANY/MN Reduced -295,557-295.6k
STIFEL FINANCIAL CORP Reduced -247,293-247.3k
Kestra Advisory Services, LLC Reduced -227,021-227.0k
Coppell Advisory Solutions LLC Reduced -175,871-175.9k
Alpha Omega Group, Inc. Sold out -173,159-173.2k
Pine Valley Investments Ltd Liability Co Reduced -166,175-166.2k
Solitude Financial Services Reduced -119,237-119.2k
Private Advisory Group LLC Reduced -93,151-93.2k
PARK AVENUE SECURITIES LLC Sold out -92,561-92.6k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 5,761,5735.8m $291.1m $291.1m 0.02% Added +261.9k +261,915
2 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 5,023,7395.0m $253.8m $253.8m 0.10% Added +124.4k +124,420
3 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 4,447,2504.4m $224.7m $224.7m 0.05% Reduced -295.6k -295,557
4 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 2,579,7362.6m $130.3m $130.3m 0.05% Reduced -352.7k -352,682
5 UBS Group AG 0.02% of their portfolio ZURICH, V8 2,097,9812.1m $106.0m $106.0m 0.02% Added +176.1k +176,147
6 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,916,0661.9m $96.8m $96.8m 0.03% Added +61.4k +61,443
7 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,742,0841.7m $88.0m $88.0m 0.02% Added +93.0k +92,969
8 TRUIST FINANCIAL CORP 0.11% of their portfolio CHARLOTTE, NC 1,301,5021.3m $65.8m $65.8m 0.11% Added +108.6k +108,611
9 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 1,034,1321.0m $52.2m $52.2m 0.07% Added +108.9k +108,912
10 Cetera Investment Advisers 0.09% of their portfolio SCHAUMBURG, IL 905,543905.5k $45.7m $45.7m 0.09% Reduced -10.9k -10,905
11 Kestra Advisory Services, LLC 0.20% of their portfolio AUSTIN, TX 828,335828.3k $41.8m $41.8m 0.20% Reduced -227.0k -227,021
12 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 776,432776.4k $39.2m $39.2m 0.09% Added +55.2k +55,229
13 Wagner Wealth Management, LLC 7.46% of their portfolio GREENVILLE, SC 592,667592.7k $29.9m $29.9m 7.46% Added +82.4k +82,388
14 Cambridge Investment Research Advisors, Inc. 0.09% of their portfolio FAIRFIELD, IA 535,490535.5k $27.1m $27.1m 0.09% Added +87.9k +87,897
15 Capital Investment Advisors, LLC 0.50% of their portfolio ATLANTA, GA 503,402503.4k $25.4m $25.4m 0.50% Added +314.1k +314,108
16 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 387,260387.3k $19.6m $19.6m 0.05% Added +26.7k +26,699
17 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 381,070381.1k $19.3m $19.3m 0.06% Reduced -23.2k -23,154
18 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 348,131348.1k $17.6m $17.6m 0.02% Reduced -247.3k -247,293
19 Arkadios Wealth Advisors 0.65% of their portfolio ATLANTA, GA 338,609338.6k $17.1m $17.1m 0.65% Reduced -35.2k -35,171
20 PSI Advisors, LLC 5.46% of their portfolio TAMPA, FL 332,223332.2k $16.8m $16.8m 5.46% Added +50.4k +50,364
21 Compass Financial Services Inc 8.66% of their portfolio WEST DES MOINES, IA 326,432326.4k $16.5m $16.5m 8.66% Added +13.0k +13,042
22 Flaharty Asset Management, LLC 2.21% of their portfolio CLEARWATER, FL 303,001303.0k $15.3m $15.3m 2.21% Added +24.9k +24,858
23 SYNOVUS FINANCIAL CORP 0.20% of their portfolio Columbus, GA 301,446301.4k $15.2m $15.2m 0.20% Added +21.6k +21,608
24 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 291,043291.0k $14.7m $14.7m 0.04% Reduced -16.9k -16,869
25 Integrated Wealth Concepts LLC 0.17% of their portfolio WALTHAM, MA 288,063288.1k $14.6m $14.6m 0.17% Added +4.7k +4,655
26 Brookstone Capital Management 0.21% of their portfolio WHEATON, IL 287,391287.4k $14.5m $14.5m 0.21% Reduced -16.1k -16,108
27 Coppell Advisory Solutions LLC 1.91% of their portfolio COPPELL, TX 284,043284.0k $13.7m $13.7m 1.91% Reduced -175.9k -175,871
28 SlateStone Wealth, LLC 1.28% of their portfolio JUPITER, FL 252,328252.3k $12.7m $12.7m 1.28% Added +40.6k +40,586
29 Solitude Financial Services 4.61% of their portfolio CHARLOTTESVILLE, VA 234,835234.8k $11.9m $11.9m 4.61% Reduced -119.2k -119,237
30 Atria Wealth Solutions, Inc. 0.14% of their portfolio NEW YORK, NY 232,973233.0k $11.8m $11.8m 0.14% Added +17.4k +17,416
31 Symphony Financial Services, Inc. 7.21% of their portfolio AKRON, OH 218,516218.5k $11.0m $11.0m 7.21% New
32 Ergawealth Advisors, Inc. 5.45% of their portfolio OAK BROOK, IL 217,703217.7k $11.0m $11.0m 5.45% Added +6.0k +5,956
33 Steward Partners Investment Advisory, LLC 0.10% of their portfolio STAMFORD, CT 217,445217.4k $11.0m $11.0m 0.10% Reduced -13.0k -12,968
34 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 200,310200.3k $10.1m $10.1m 0.02% Reduced -15.5k -15,461
35 Atlas Private Wealth Advisors 1.37% of their portfolio RED BANK, NJ 194,579194.6k $9.8m $9.8m 1.37% New
36 Prasad Wealth Partners, LLC 2.92% of their portfolio INDEPENDENCE, OH 176,812176.8k $8.9m $8.9m 2.92% Added +31.7k +31,660
37 &PARTNERS 0.09% of their portfolio NASHVILLE, TN 173,975174.0k $8.7m $8.7m 0.09% Added +13.6k +13,643
38 AVANTAX ADVISORY SERVICES, INC. 0.05% of their portfolio DALLAS, TX 171,623171.6k $8.7m $8.7m 0.05% Reduced -18.1k -18,114
39 Modern Wealth Management, LLC 0.27% of their portfolio KANSAS CITY, MO 166,877166.9k $8.4m $8.4m 0.27% Added +13.5k +13,530
40 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 166,756166.8k $8.4m $8.4m 0.05% Reduced -69.8k -69,811
41 Prospera Financial Services Inc 0.19% of their portfolio Dallas, TX 164,732164.7k $8.3m $8.3m 0.19% Reduced -8.5k -8,509
42 Sigma Planning Corp 0.25% of their portfolio ANN ARBOR, MI 158,024158.0k $8.0m $8.0m 0.25% Added +9.7k +9,723
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 143,874143.9k $7.3m $7.3m 0.01% Added +54.2k +54,178
44 HARBOUR INVESTMENTS, INC. 0.21% of their portfolio MADISON, WI 142,989143.0k $7.2m $7.2m 0.21% Added +16.6k +16,572
45 TOWNSQUARE CAPITAL LLC 0.08% of their portfolio Lehi, UT 139,406139.4k $7.0m $7.0m 0.08% Reduced -8.9k -8,901
46 Bullseye Investment Management, LLC 4.21% of their portfolio CINCINNATI, OH 137,114137.1k $6.9m $6.9m 4.21% Added +5.8k +5,846
47 Snowden Capital Advisors LLC 0.22% of their portfolio New York, NY 136,663136.7k $6.9m $6.9m 0.22% Added +8.7k +8,710
48 Tandem Financial, LLC 7.38% of their portfolio GREENWOOD VILLAGE, CO 134,139134.1k $6.8m $6.8m 7.38% Added +1.0k +1,013
49 Argent Advisors, Inc. 2.15% of their portfolio RUSTON, LA 127,106127.1k $6.4m $6.4m 2.15% Added +24.6k +24,564
50 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 119,461119.5k $6.0m $6.0m 0.04% Reduced -62.2k -62,248
51 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 117,345117.3k $5.9m $5.9m 0.01% Reduced -47.2k -47,219
52 Kingsview Wealth Management, LLC 0.10% of their portfolio GRANTS PASS, OR 103,732103.7k $5.2m $5.2m 0.10% Added +2.8k +2,771
53 Ameritas Advisory Services, LLC 0.21% of their portfolio Lincoln, NE 103,167103.2k $5.2m $5.2m 0.21% Reduced -358 -358
54 PFS Partners, LLC 2.68% of their portfolio MINE HILL, NJ 99,53099.5k $5.0m $5.0m 2.68% Added +3.1k +3,115
55 RFG Advisory, LLC 0.13% of their portfolio BIRMINGHAM, AL 96,46996.5k $4.9m $4.9m 0.13% Added +4.8k +4,759
56 D.A. DAVIDSON & CO. 0.04% of their portfolio GREAT FALLS, MT 95,21795.2k $4.8m $4.8m 0.04% Reduced -25.0k -24,955
57 Signal Advisors Wealth, LLC 0.44% of their portfolio DETROIT, MI 90,06890.1k $4.6m $4.6m 0.44% Added +37.8k +37,766
58 INDEPENDENT FINANCIAL GROUP, LLC 0.15% of their portfolio SAN DIEGO, CA 88,84288.8k $4.5m $4.5m 0.15% Added +10.1k +10,120
59 Foguth Wealth Management, LLC. 1.08% of their portfolio BRIGHTON, MI 88,23888.2k $4.5m $4.5m 1.08% Added +36.9k +36,850
60 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 86,18286.2k $4.4m $4.4m 0.05% Added +10.5k +10,507
61 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.62% of their portfolio CONCORD, MA 81,70081.7k $4.1m $4.1m 0.62% Added +2.8k +2,767
62 Good Life Advisors, LLC 0.29% of their portfolio READING, PA 80,79180.8k $4.1m $4.1m 0.29% Reduced -17.2k -17,198
63 TKG Advisors, LLC 1.99% of their portfolio VALPARAISO, IN 80,01980.0k $4.0m $4.0m 1.99% Added +3.5k +3,513
64 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 79,81379.8k $4.0m $4.0m 0.01% Reduced -24.1k -24,145
65 MILESTONE ASSET MANAGEMENT, LLC 0.86% of their portfolio PITTSBURGH, PA 79,38279.4k $4.0m $4.0m 0.86% Added +1.7k +1,724
66 Mariner, LLC 0.01% of their portfolio Overland Park, KS 76,05276.1k $3.8m $3.8m 0.01% Reduced -6.6k -6,551
67 WEDBUSH SECURITIES INC 0.13% of their portfolio PASADENA, CA 70,72070.7k $3.6m $3.6m 0.13% Reduced -2.0k -1,987
68 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 70,49570.5k $3.6m $3.6m 0.01% Added +1.8k +1,815
69 SILVER OAK SECURITIES, INCORPORATED 0.31% of their portfolio JACKSON, TN 65,58765.6k $3.3m $3.3m 0.31% Added +53 +53
70 NewEdge Wealth, LLC 0.06% of their portfolio STAMFORD, CT 62,70062.7k $3.2m $3.2m 0.06% Added +200 +200
71 G&S Capital LLC 1.33% of their portfolio DENVER, CO 62,08362.1k $3.1m $3.1m 1.33% Added +728 +728
72 PCG Wealth Advisors, LLC 1.08% of their portfolio OVERLAND PARK, KS 61,50961.5k $3.1m $3.1m 1.08% Reduced -3.9k -3,929
73 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 61,33861.3k $3.1m $3.1m 0.03% Reduced -16.2k -16,231
74 Invst, LLC 0.42% of their portfolio INDIANAPOLIS, IN 60,23660.2k $3.0m $3.0m 0.42% Added +11.7k +11,656
75 Goldstone Financial Group, LLC 0.43% of their portfolio OAKBROOK TERRACE, IL 56,80256.8k $2.9m $2.9m 0.43% Added +19.4k +19,367
76 Holcombe Financial, Inc. 2.37% of their portfolio ATLANTA, GA 56,39056.4k $2.8m $2.8m 2.37% Added +1.7k +1,658
77 StoneX Group Inc. 0.16% of their portfolio NEW YORK, NY 56,25256.3k $2.8m $2.8m 0.16% Reduced -5.3k -5,289
78 Concurrent Investment Advisors, LLC 0.07% of their portfolio Tampa, FL 55,46055.5k $2.8m $2.8m 0.07% Added +9.7k +9,749
79 Raab & Moskowitz Asset Management LLC 0.70% of their portfolio Chatham, NJ 55,40955.4k $2.8m $2.8m 0.70% Added +8.1k +8,108
80 Stillwater Wealth Management Group 2.41% of their portfolio JUNO BEACH, FL 55,03055.0k $2.8m $2.8m 2.41% Added +9.4k +9,436
81 Private Advisory Group LLC 0.31% of their portfolio REDMOND, WA 54,37954.4k $2.7m $2.7m 0.31% Reduced -93.2k -93,151
82 Stonebridge Financial Planning Group, LLC 1.25% of their portfolio ORLANDO, FL 54,10154.1k $2.7m $2.7m 1.25% Added +8.6k +8,581
83 Capital Investment Advisory Services, LLC 0.24% of their portfolio RALEIGH, NC 53,79253.8k $2.7m $2.7m 0.24% Added +1.1k +1,111
84 Independent Advisor Alliance 0.09% of their portfolio CHARLOTTE, NC 53,65453.7k $2.7m $2.7m 0.09% Reduced -9.5k -9,478
85 B. Riley Wealth Advisors, Inc. 0.08% of their portfolio MEMPHIS, TN 52,70552.7k $2.7m $2.7m 0.08% Reduced -8.7k -8,678
86 Farther Finance Advisors, LLC 0.07% of their portfolio SAN FRANCISCO, CA 52,60152.6k $2.7m $2.7m 0.07% Added +30.0k +29,965
87 Arax Advisory Partners 0.17% of their portfolio NEW YORK, NY 52,41152.4k $2.6m $2.6m 0.17% Reduced -28.1k -28,052
88 BlueChip Wealth Advisors LLC 1.28% of their portfolio Milton, GA 51,42051.4k $2.6m $2.6m 1.28% Added +6.2k +6,224
89 TrueWealth Advisors, LLC 0.84% of their portfolio BIRMINGHAM, AL 50,59950.6k $2.6m $2.6m 0.84% Added +3.6k +3,590
90 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 50,30150.3k $2.5m $2.5m 0.04% Added +1.1k +1,148
91 Boyce & Associates Wealth Consulting, Inc. 2.53% of their portfolio CEDAR PARK, TX 50,04550.0k $2.5m $2.5m 2.53% Reduced -2.7k -2,739
92 Elevated Capital Advisors, LLC 0.71% of their portfolio SANDY, UT 49,84749.8k $2.5m $2.5m 0.71% Reduced -4.3k -4,346
93 RETIREMENT GUYS FORMULA LLC 1.25% of their portfolio MAUMEE, OH 49,78349.8k $2.5m $2.5m 1.25% New
94 FLPUTNAM INVESTMENT MANAGEMENT CO 0.05% of their portfolio PORTLAND, ME 49,23449.2k $2.5m $2.5m 0.05% New
95 U.S. Capital Wealth Advisors, LLC 0.07% of their portfolio AUSTIN, TX 45,27645.3k $2.3m $2.3m 0.07% New
96 Foundations Investment Advisors, LLC 0.04% of their portfolio PHOENIX, AZ 44,54544.5k $2.3m $2.3m 0.04% Reduced -16.7k -16,730
97 IAMS WEALTH MANAGEMENT, LLC 1.00% of their portfolio OMAHA, NE 43,24643.2k $2.2m $2.2m 1.00% Added +872 +872
98 Econ Financial Services Corp 1.16% of their portfolio HARRISBURG, PA 43,22043.2k $2.2m $2.2m 1.16% Added +341 +341
99 Pine Valley Investments Ltd Liability Co 0.13% of their portfolio MARLTON, NJ 41,40741.4k $2.1m $2.1m 0.13% Reduced -166.2k -166,175
100 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.16% of their portfolio CEDAR RAPIDS, IA 41,27641.3k $2.1m $2.1m 0.16% Reduced -67.7k -67,690