Vault-13

FIRST TR EXCHANGE-TRADED FD KNG

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

317 institutional holders -6 vs Q1 2025
48,112,17148.1m shares reported held*
$2.4bnreported value*
26 new 141 added 113 reduced 33 sold out net bought ≈ $202.4m (+4.1m 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 ($16.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.12.

Trends to Q2 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: 323Q2 25: 317317Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025317

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 24Q1 25: 179 bought or addedQ1 25: 134 cut or sold outQ2 25: 167 bought or addedQ2 25: 146 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202315139
Q4 202316855
Q1 202418573
Q2 202418482
Q3 2024179100
Q4 202418899
Q1 2025179134
Q2 2025167146

Biggest buyers

ROYAL BANK OF CANADA Added +1,887,860+1.9m
Teamwork Financial Advisors, LLC New +829,178+829.2k
LPL Financial LLC Added +680,959+681.0k
Rockefeller Capital Management L.P. Added +368,896+368.9k
MORGAN STANLEY Added +333,605+333.6k
Foguth Wealth Management, LLC. Added +239,293+239.3k
Signal Advisors Wealth, LLC Added +234,545+234.5k
Atlas Private Wealth Advisors Added +154,286+154.3k
Curran Financial Partners, LLC New +136,836+136.8k
FLPUTNAM INVESTMENT MANAGEMENT CO Added +128,037+128.0k

Biggest sellers

Kestra Advisory Services, LLC Reduced -526,675-526.7k
PSI Advisors, LLC Sold out -332,223-332.2k
WELLS FARGO & COMPANY/MN Reduced -306,695-306.7k
TOWNSQUARE CAPITAL LLC Sold out -139,406-139.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -119,226-119.2k
Atria Wealth Solutions, Inc. Reduced -104,467-104.5k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Sold out -81,700-81.7k
Cambridge Investment Research Advisors, Inc. Reduced -72,782-72.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -68,779-68.8k
PCG Wealth Advisors, LLC Sold out -61,509-61.5k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 6,095,1786.1m $299.3m $299.3m 0.02% Added +333.6k +333,605
2 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 5,704,6985.7m $280.1m $280.1m 0.09% Added +681.0k +680,959
3 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 4,140,5554.1m $203.3m $203.3m 0.04% Reduced -306.7k -306,695
4 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 3,629,9443.6m $178.2m $178.2m 0.02% Added +1.9m +1,887,860
5 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 2,651,2962.7m $130.2m $130.2m 0.04% Added +71.6k +71,560
6 UBS Group AG 0.02% of their portfolio ZURICH, V8 2,204,2852.2m $108.2m $108.2m 0.02% Added +106.3k +106,304
7 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,847,2871.8m $90.7m $90.7m 0.03% Reduced -68.8k -68,779
8 TRUIST FINANCIAL CORP 0.10% of their portfolio CHARLOTTE, NC 1,319,3681.3m $64.8m $64.8m 0.10% Added +17.9k +17,866
9 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 1,063,1781.1m $52.2m $52.2m 0.07% Added +29.0k +29,046
10 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 939,456939.5k $46.1m $46.1m 0.08% Added +33.9k +33,913
11 Teamwork Financial Advisors, LLC 5.00% of their portfolio San Antonio, TX 829,178829.2k $40.7m $40.7m 5.00% New
12 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 819,849819.8k $40.3m $40.3m 0.07% Added +43.4k +43,417
13 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 756,156756.2k $37.1m $37.1m 0.04% Added +368.9k +368,896
14 Wagner Wealth Management, LLC 6.94% of their portfolio GREENVILLE, SC 620,041620.0k $30.4m $30.4m 6.94% Added +27.4k +27,374
15 Capital Investment Advisors, LLC 0.46% of their portfolio ATLANTA, GA 520,881520.9k $26.1m $26.1m 0.46% Added +17.5k +17,479
16 Cambridge Investment Research Advisors, Inc. 0.07% of their portfolio FAIRFIELD, IA 462,708462.7k $22.7m $22.7m 0.07% Reduced -72.8k -72,782
17 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 450,927450.9k $22.1m $22.1m 0.02% Added +102.8k +102,796
18 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 409,633409.6k $20.1m $20.1m 0.06% Added +28.6k +28,563
19 Atlas Private Wealth Advisors 2.20% of their portfolio RED BANK, NJ 348,865348.9k $17.1m $17.1m 2.20% Added +154.3k +154,286
20 Compass Financial Services Inc 7.98% of their portfolio WEST DES MOINES, IA 335,433335.4k $16.5m $16.5m 7.98% Added +9.0k +9,001
21 SYNOVUS FINANCIAL CORP 0.20% of their portfolio Columbus, GA 332,402332.4k $16.3m $16.3m 0.20% Added +31.0k +30,956
22 Brookstone Capital Management 0.21% of their portfolio WHEATON, IL 329,374329.4k $16.2m $16.2m 0.21% Added +42.0k +41,983
23 Foguth Wealth Management, LLC. 3.44% of their portfolio BRIGHTON, MI 327,531327.5k $16.1m $16.1m 3.44% Added +239.3k +239,293
24 Signal Advisors Wealth, LLC 1.25% of their portfolio DETROIT, MI 324,613324.6k $15.9m $15.9m 1.25% Added +234.5k +234,545
25 Flaharty Asset Management, LLC 2.15% of their portfolio CLEARWATER, FL 320,397320.4k $15.7m $15.7m 2.15% Added +17.4k +17,396
26 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 305,786305.8k $15.0m $15.0m 0.04% Added +14.7k +14,743
27 Arkadios Wealth Advisors 0.45% of their portfolio ATLANTA, GA 303,967304.0k $14.9m $14.9m 0.45% Reduced -34.6k -34,642
28 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 301,660301.7k $14.8m $14.8m 0.07% Reduced -526.7k -526,675
29 Integrated Wealth Concepts LLC 0.15% of their portfolio WALTHAM, MA 298,223298.2k $14.6m $14.6m 0.15% Added +10.2k +10,160
30 Coppell Advisory Solutions LLC 1.00% of their portfolio COPPELL, TX 286,257286.3k $14.1m $14.1m 1.00% Added +2.2k +2,214
31 Solitude Financial Services 4.58% of their portfolio CHARLOTTESVILLE, VA 257,486257.5k $12.6m $12.6m 4.58% Added +22.7k +22,651
32 SlateStone Wealth, LLC 1.17% of their portfolio JUPITER, FL 254,649254.6k $12.5m $12.5m 1.17% Added +2.3k +2,321
33 Symphony Financial Services, Inc. 6.46% of their portfolio AKRON, OH 220,318220.3k $10.8m $10.8m 6.46% Added +1.8k +1,802
34 Steward Partners Investment Advisory, LLC 0.08% of their portfolio STAMFORD, CT 216,757216.8k $10.6m $10.6m 0.08% Reduced -688 -688
35 Prasad Wealth Partners, LLC 2.79% of their portfolio INDEPENDENCE, OH 194,140194.1k $9.5m $9.5m 2.79% Added +17.3k +17,328
36 Prospera Financial Services Inc 0.17% of their portfolio Dallas, TX 190,473190.5k $9.4m $9.4m 0.17% Added +25.7k +25,741
37 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 189,571189.6k $9.5m $9.5m 0.02% Reduced -10.7k -10,739
38 Modern Wealth Management, LLC 0.22% of their portfolio KANSAS CITY, MO 178,014178.0k $8.7m $8.7m 0.22% Added +11.1k +11,137
39 FLPUTNAM INVESTMENT MANAGEMENT CO 0.15% of their portfolio PORTLAND, ME 177,271177.3k $8.7m $8.7m 0.15% Added +128.0k +128,037
40 Ergawealth Advisors, Inc. 3.91% of their portfolio OAK BROOK, IL 177,041177.0k $8.7m $8.7m 3.91% Reduced -40.7k -40,662
41 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 175,014175.0k $8.6m $8.6m 0.05% Added +55.6k +55,553
42 Sigma Planning Corp 0.25% of their portfolio ANN ARBOR, MI 168,739168.7k $8.3m $8.3m 0.25% Added +10.7k +10,715
43 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 166,505166.5k $8.2m $8.2m 0.04% Reduced -251 -251
44 HARBOUR INVESTMENTS, INC. 0.19% of their portfolio MADISON, WI 156,428156.4k $7.7m $7.7m 0.19% Added +13.4k +13,439
45 AVANTAX ADVISORY SERVICES, INC. 0.04% of their portfolio DALLAS, TX 138,682138.7k $6.8m $6.8m 0.04% Reduced -32.9k -32,941
46 Snowden Capital Advisors LLC 0.20% of their portfolio New York, NY 137,533137.5k $6.8m $6.8m 0.20% Added +870 +870
47 Bullseye Investment Management, LLC 4.21% of their portfolio CINCINNATI, OH 137,114137.1k $6.9m $6.9m 4.21% Unchanged
48 Curran Financial Partners, LLC 1.48% of their portfolio DANIEL ISLAND, SC 136,836136.8k $6.7m $6.7m 1.48% New
49 INDEPENDENT FINANCIAL GROUP, LLC 0.18% of their portfolio SAN DIEGO, CA 133,293133.3k $6.5m $6.5m 0.18% Added +44.5k +44,451
50 RFG Advisory, LLC 0.15% of their portfolio BIRMINGHAM, AL 129,315129.3k $6.3m $6.3m 0.15% Added +32.8k +32,846
51 Atria Wealth Solutions, Inc. 0.14% of their portfolio NEW YORK, NY 128,506128.5k $6.3m $6.3m 0.14% Reduced -104.5k -104,467
52 Argent Advisors, Inc. 1.92% of their portfolio RUSTON, LA 126,410126.4k $6.2m $6.2m 1.92% Reduced -696 -696
53 &PARTNERS 0.05% of their portfolio NASHVILLE, TN 125,544125.5k $6.2m $6.2m 0.05% Reduced -48.4k -48,431
54 PARK AVENUE SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 116,008116.0k $5.7m $5.7m 0.05% New
55 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 113,978114.0k $5.6m $5.6m 0.01% Reduced -3.4k -3,367
56 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 111,196111.2k $5.5m $5.5m 0.01% Added +31.4k +31,383
57 D.A. DAVIDSON & CO. 0.04% of their portfolio GREAT FALLS, MT 103,860103.9k $5.1m $5.1m 0.04% Added +8.6k +8,643
58 PFS Partners, LLC 2.52% of their portfolio MINE HILL, NJ 101,879101.9k $5.0m $5.0m 2.52% Added +2.3k +2,349
59 Farther Finance Advisors, LLC 0.10% of their portfolio SAN FRANCISCO, CA 100,097100.1k $4.9m $4.9m 0.10% Added +47.5k +47,496
60 Triad Wealth Partners, LLC 0.90% of their portfolio LAWRENCE, KS 90,38390.4k $4.4m $4.4m 0.90% New
61 Kingsview Wealth Management, LLC 0.08% of their portfolio GRANTS PASS, OR 90,24990.2k $4.4m $4.4m 0.08% Reduced -13.5k -13,483
62 TKG Advisors, LLC 1.86% of their portfolio VALPARAISO, IN 84,49584.5k $4.1m $4.1m 1.86% Added +4.5k +4,476
63 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 83,55883.6k $4.1m $4.1m 0.05% Reduced -2.6k -2,624
64 Ameritas Advisory Services, LLC 0.21% of their portfolio Lincoln, NE 83,09583.1k $4.1m $4.1m 0.21% Reduced -20.1k -20,072
65 MILESTONE ASSET MANAGEMENT, LLC 0.86% of their portfolio PITTSBURGH, PA 83,00883.0k $4.1m $4.1m 0.86% Added +3.6k +3,626
66 Mariner, LLC 0.01% of their portfolio Overland Park, KS 78,45278.5k $3.9m $3.9m 0.01% Added +2.4k +2,400
67 ZEGA Investments, LLC 0.96% of their portfolio PALM BEACH GARDENS, FL 77,77377.8k $3.8m $3.8m 0.96% New
68 Tandem Financial, LLC 3.56% of their portfolio GREENWOOD VILLAGE, CO 77,23877.2k $3.8m $3.8m 3.56% Reduced -56.9k -56,901
69 Good Life Advisors, LLC 0.22% of their portfolio READING, PA 70,11470.1k $3.4m $3.4m 0.22% Reduced -10.7k -10,677
70 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.73% of their portfolio LEAWOOD, KS 65,92765.9k $3.2m $3.2m 0.73% Added +32.4k +32,373
71 G&S Capital LLC 1.24% of their portfolio DENVER, CO 63,62363.6k $3.1m $3.1m 1.24% Added +1.5k +1,540
72 Holcombe Financial, Inc. 2.29% of their portfolio ATLANTA, GA 61,99762.0k $3.0m $3.0m 2.29% Added +5.6k +5,607
73 Concurrent Investment Advisors, LLC 0.06% of their portfolio Tampa, FL 61,33161.3k $3.0m $3.0m 0.06% Added +5.9k +5,871
74 Arax Advisory Partners 0.14% of their portfolio NEW YORK, NY 61,15761.2k $3.0m $3.0m 0.14% Added +8.7k +8,746
75 SILVER OAK SECURITIES, INCORPORATED 0.25% of their portfolio JACKSON, TN 60,86560.9k $3.0m $3.0m 0.25% Reduced -4.7k -4,722
76 Goldstone Financial Group, LLC 0.40% of their portfolio OAKBROOK TERRACE, IL 60,44560.4k $3.0m $3.0m 0.40% Added +3.6k +3,643
77 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 59,93059.9k $2.9m $2.9m 0.03% Reduced -1.4k -1,408
78 Capital Investment Advisory Services, LLC 0.24% of their portfolio RALEIGH, NC 58,91358.9k $2.9m $2.9m 0.24% Added +5.1k +5,121
79 NewEdge Wealth, LLC 0.04% of their portfolio STAMFORD, CT 57,70057.7k $2.9m $2.9m 0.04% Reduced -5.0k -5,000
80 RETIREMENT GUYS FORMULA LLC 1.07% of their portfolio MAUMEE, OH 57,57857.6k $2.8m $2.8m 1.07% Added +7.8k +7,795
81 Stonebridge Financial Planning Group, LLC 1.17% of their portfolio ORLANDO, FL 57,20557.2k $2.8m $2.8m 1.17% Added +3.1k +3,104
82 Invst, LLC 0.35% of their portfolio INDIANAPOLIS, IN 56,70856.7k $2.8m $2.8m 0.35% Reduced -3.5k -3,528
83 Raab & Moskowitz Asset Management LLC 0.65% of their portfolio Chatham, NJ 55,34855.3k $2.7m $2.7m 0.65% Reduced -61 -61
84 Foundations Investment Advisors, LLC 0.04% of their portfolio PHOENIX, AZ 55,33055.3k $2.7m $2.7m 0.04% Added +10.8k +10,785
85 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 54,04854.0k $2.7m $2.7m 0.04% Added +3.7k +3,747
86 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.21% of their portfolio ORLANDO, FL 53,35253.4k $2.6m $2.6m 0.21% Added +18.1k +18,101
87 Private Advisory Group LLC 0.24% of their portfolio REDMOND, WA 53,18353.2k $2.6m $2.6m 0.24% Reduced -1.2k -1,196
88 Triumph Capital Management 0.78% of their portfolio DENVER, CO 52,64852.6k $2.6m $2.6m 0.78% Added +21.5k +21,493
89 WEDBUSH SECURITIES INC 0.09% of their portfolio PASADENA, CA 52,19352.2k $2.6m $2.6m 0.09% Reduced -18.5k -18,527
90 BlueChip Wealth Advisors LLC 1.14% of their portfolio Milton, GA 52,10252.1k $2.6m $2.6m 1.14% Added +682 +682
91 IFP Advisors, Inc 0.07% of their portfolio TAMPA, FL 51,27451.3k $2.5m $2.5m 0.07% Added +18.0k +18,044
92 Independent Advisor Alliance 0.07% of their portfolio CHARLOTTE, NC 50,36650.4k $2.5m $2.5m 0.07% Reduced -3.3k -3,288
93 Elevated Capital Advisors, LLC 0.71% of their portfolio SANDY, UT 49,84749.8k $2.5m $2.5m 0.71% Unchanged
94 TrueWealth Advisors, LLC 0.72% of their portfolio BIRMINGHAM, AL 49,29349.3k $2.4m $2.4m 0.72% Reduced -1.3k -1,306
95 IHT Wealth Management, LLC 0.06% of their portfolio Chicago, IL 47,17247.2k $2.3m $2.3m 0.06% Added +14.9k +14,904
96 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 46,31546.3k $2.3m $2.3m 0.02% Added +13.0k +12,992
97 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.15% of their portfolio CEDAR RAPIDS, IA 45,07745.1k $2.2m $2.2m 0.15% Added +3.8k +3,801
98 U.S. Capital Wealth Advisors, LLC 0.06% of their portfolio AUSTIN, TX 43,70343.7k $2.1m $2.1m 0.06% Reduced -1.6k -1,573
99 Maia Wealth LLC 0.40% of their portfolio DENVER, CO 42,79242.8k $2.1m $2.1m 0.40% Added +15.2k +15,241
100 Boyce & Associates Wealth Consulting, Inc. 1.88% of their portfolio CEDAR PARK, TX 41,90641.9k $2.1m $2.1m 1.88% Reduced -8.1k -8,139