Vault-13

FIRST TR EXCHANGE-TRADED FD KNG

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

318 institutional holders +15 vs Q3 2025
39,029,49139.0m shares reported held*
$1.9bnreported value*
32 new 92 added 147 reduced 27 sold out net sold ≈ $208.8m (-4.2m 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 ($243.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.17.

Trends to Q4 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: 317Q3 25: 303Q4 25: 318318Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025303
Q4 2025318

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 142 bought or addedQ3 25: 164 cut or sold outQ4 25: 124 bought or addedQ4 25: 174 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202418573
Q2 202418482
Q3 2024179100
Q4 202418899
Q1 2025179134
Q2 2025167146
Q3 2025142164
Q4 2025124174

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30mQ1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $26.1mQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —
Numbers
QuarterCallsPutsP/C
Q1 2025$0$0—
Q2 2025$0$0—
Q3 2025$26.1m$00.00
Q4 2025$0$0—

Biggest buyers

Capital Investment Advisors, LLC New +516,539+516.5k
Tandem Financial, LLC Added +73,998+74.0k
Arax Advisory Partners New +73,535+73.5k
CREATIVE FINANCIAL DESIGNS INC /ADV Added +73,389+73.4k
Rockefeller Capital Management L.P. Added +63,380+63.4k
Curran Financial Partners, LLC Added +45,728+45.7k
Cetera Investment Advisers Added +39,677+39.7k
Kestra Advisory Services, LLC Added +34,480+34.5k
Econ Financial Services Corp Added +32,363+32.4k
Sound Income Strategies, LLC Added +22,462+22.5k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -743,632-743.6k
ROYAL BANK OF CANADA Reduced -584,083-584.1k
MORGAN STANLEY Reduced -468,393-468.4k
RAYMOND JAMES FINANCIAL INC Reduced -357,031-357.0k
LPL Financial LLC Reduced -327,532-327.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -267,153-267.2k
Arkadios Wealth Advisors Reduced -238,185-238.2k
Prasad Wealth Partners, LLC Reduced -203,499-203.5k
UBS Group AG Reduced -189,438-189.4k
OSAIC HOLDINGS, INC. Reduced -171,497-171.5k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 5,698,2425.7m $280.1m $280.1m 0.08% Reduced -327.5k -327,532
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 5,367,7435.4m $263.8m $263.8m 0.02% Reduced -468.4k -468,393
3 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 3,407,0463.4m $167.5m $167.5m 0.03% Reduced -743.6k -743,632
4 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 2,154,2932.2m $105.9m $105.9m 0.03% Reduced -357.0k -357,031
5 UBS Group AG 0.02% of their portfolio ZURICH, V8 2,110,2992.1m $103.7m $103.7m 0.02% Reduced -189.4k -189,438
6 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,312,2501.3m $64.5m $64.5m 0.02% Reduced -267.2k -267,153
7 TRUIST FINANCIAL CORP 0.08% of their portfolio CHARLOTTE, NC 1,195,5251.2m $58.8m $58.8m 0.08% Reduced -132.1k -132,078
8 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,185,5291.2m $58.3m $58.3m 0.01% Reduced -584.1k -584,083
9 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 1,065,9201.1m $52.4m $52.4m 0.06% Added +39.7k +39,677
10 Southern Financial Group, LLC 8.45% of their portfolio BIRMINGHAM, AL 600,768600.8k $29.5m $29.5m 8.45% First filing
11 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 589,012589.0k $29.0m $29.0m 0.04% Reduced -171.5k -171,497
12 Wagner Wealth Management, LLC 5.55% of their portfolio GREENVILLE, SC 531,532531.5k $26.1m $26.1m 5.55% Reduced -56.4k -56,414
13 Capital Investment Advisors, LLC 0.39% of their portfolio ATLANTA, GA 516,539516.5k $25.4m $25.4m 0.39% New
14 PSI Advisors, LLC 5.32% of their portfolio TAMPA, FL 430,836430.8k $21.2m $21.2m 5.32% Added +19.1k +19,147
15 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 408,694408.7k $20.1m $20.1m 0.03% Reduced -26.7k -26,748
16 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 381,707381.7k $18.8m $18.8m 0.03% Added +63.4k +63,380
17 Flaharty Asset Management, LLC 2.19% of their portfolio CLEARWATER, FL 355,998356.0k $17.5m $17.5m 2.19% Added +21.0k +21,047
18 Compass Financial Services Inc 7.44% of their portfolio WEST DES MOINES, IA 351,034351.0k $17.3m $17.3m 7.44% Reduced -310 -310
19 Brookstone Capital Management 0.18% of their portfolio WHEATON, IL 327,513327.5k $16.1m $16.1m 0.18% Added +5.0k +4,999
20 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 323,346323.3k $15.9m $15.9m 0.07% Added +34.5k +34,480
21 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 311,776311.8k $15.3m $15.3m 0.04% Reduced -5.2k -5,159
22 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 304,021304.0k $14.9m $14.9m 0.01% Reduced -160.7k -160,695
23 Coppell Advisory Solutions LLC 1.39% of their portfolio COPPELL, TX 285,021285.0k $14.1m $14.1m 1.39% Added +2.7k +2,671
24 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 266,326266.3k $13.1m $13.1m 0.03% Reduced -17.4k -17,429
25 Solitude Financial Services 4.20% of their portfolio CHARLOTTESVILLE, VA 259,134259.1k $12.7m $12.7m 4.20% Reduced -2.4k -2,362
26 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 250,183250.2k $12.3m $12.3m 0.03% Reduced -91.8k -91,770
27 SlateStone Wealth, LLC 1.02% of their portfolio JUPITER, FL 249,208249.2k $12.2m $12.2m 1.02% Reduced -11.4k -11,378
28 Curran Financial Partners, LLC 2.31% of their portfolio DANIEL ISLAND, SC 247,670247.7k $12.2m $12.2m 2.31% Added +45.7k +45,728
29 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 217,753217.8k $10.7m $10.7m 0.06% Added +8.1k +8,132
30 Foguth Wealth Management, LLC. 1.51% of their portfolio BRIGHTON, MI 197,740197.7k $9.8m $9.8m 1.51% First filing
31 Steward Partners Investment Advisory, LLC 0.05% of their portfolio STAMFORD, CT 190,647190.6k $9.4m $9.4m 0.05% Reduced -24.1k -24,090
32 Symphony Financial Services, Inc. 4.75% of their portfolio AKRON, OH 188,523188.5k $9.3m $9.3m 4.75% Reduced -31.7k -31,673
33 Atlas Private Wealth Advisors 2.05% of their portfolio RED BANK, NJ 178,674178.7k $8.8m $8.8m 2.05% Reduced -12.5k -12,527
34 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 167,665167.7k $8.2m $8.2m 0.04% Added +2.8k +2,792
35 Integrated Wealth Concepts LLC 0.10% of their portfolio WALTHAM, MA 165,951166.0k $8.2m $8.2m 0.10% Reduced -42.1k -42,065
36 HARBOUR INVESTMENTS, INC. 0.16% of their portfolio MADISON, WI 165,274165.3k $8.1m $8.1m 0.16% Added +7.1k +7,095
37 INDEPENDENT FINANCIAL GROUP, LLC 0.17% of their portfolio SAN DIEGO, CA 159,045159.0k $7.8m $7.8m 0.17% Reduced -58.5k -58,451
38 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 155,523155.5k $7.6m $7.6m 0.03% Reduced -16.6k -16,643
39 Argent Advisors, Inc. 2.08% of their portfolio RUSTON, LA 151,941151.9k $7.5m $7.5m 2.08% Added +16.3k +16,291
40 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 142,087142.1k $7.1m $7.1m 0.01% Reduced -34.7k -34,732
41 Farther Finance Advisors, LLC 0.07% of their portfolio SAN FRANCISCO, CA 136,946136.9k $6.7m $6.7m 0.07% Added +9.5k +9,468
42 Tandem Financial, LLC 8.06% of their portfolio GREENWOOD VILLAGE, CO 132,836132.8k $6.7m $6.7m 8.06% Added +74.0k +73,998
43 Snowden Capital Advisors LLC 0.16% of their portfolio New York, NY 123,801123.8k $6.1m $6.1m 0.16% Added +20.3k +20,305
44 CREATIVE FINANCIAL DESIGNS INC /ADV 0.34% of their portfolio KOKOMO, IN 111,138111.1k $5.5m $5.5m 0.34% Added +73.4k +73,389
45 Private Advisory Group LLC 0.41% of their portfolio REDMOND, WA 107,143107.1k $5.3m $5.3m 0.41% Added +16.0k +15,982
46 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 105,365105.4k $5.2m $5.2m 0.01% Reduced -4.9k -4,927
47 MILESTONE ASSET MANAGEMENT, LLC 0.89% of their portfolio PITTSBURGH, PA 95,85595.9k $4.7m $4.7m 0.89% Added +7.2k +7,163
48 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 95,22595.2k $4.7m $4.7m 0.01% Reduced -16.3k -16,318
49 Hilton Head Capital Partners, LLC 2.73% of their portfolio HILTON HEAD ISLAND, SC 95,04195.0k $4.7m $4.7m 2.73% First filing
50 PFS Partners, LLC 2.11% of their portfolio MINE HILL, NJ 93,66993.7k $4.6m $4.6m 2.11% Reduced -5.1k -5,061
51 Prospera Financial Services Inc 0.07% of their portfolio Dallas, TX 90,18290.2k $4.4m $4.4m 0.07% Reduced -104.5k -104,456
52 Indivisible Partners 0.48% of their portfolio CLEARWATER, FL 89,65889.7k $4.4m $4.4m 0.48% First filing
53 Z3 Capital Partners, LLC 1.06% of their portfolio RICHMOND, VA 89,46489.5k $4.4m $4.4m 1.06% First filing
54 TKG Advisors, LLC 1.73% of their portfolio VALPARAISO, IN 87,51187.5k $4.3m $4.3m 1.73% Added +819 +819
55 Triad Wealth Partners, LLC 0.40% of their portfolio LAWRENCE, KS 85,85085.8k $4.2m $4.2m 0.40% Added +4.8k +4,779
56 Concurrent Investment Advisors, LLC 0.05% of their portfolio Tampa, FL 84,50984.5k $4.2m $4.2m 0.05% Added +20.2k +20,192
57 Pinnacle Financial Partners, Inc. 0.03% of their portfolio ATLANTA, GA 83,05783.1k $4.1m $4.1m 0.03% First filing
58 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 82,82982.8k $4.1m $4.1m 0.04% Added +399 +399
59 Teamwork Financial Advisors, LLC 0.41% of their portfolio San Antonio, TX 78,60778.6k $3.9m $3.9m 0.41% Added +5.4k +5,386
60 Sigma Planning Corp 0.10% of their portfolio ANN ARBOR, MI 76,42376.4k $3.8m $3.8m 0.10% Reduced -6.8k -6,834
61 Mariner, LLC 0.00% of their portfolio Overland Park, KS 76,10876.1k $3.7m $3.7m 0.00% Reduced -5.0k -4,978
62 Arax Advisory Partners 0.11% of their portfolio NEW YORK, NY 73,53573.5k $3.6m $3.6m 0.11% New
63 Econ Financial Services Corp 1.80% of their portfolio HARRISBURG, PA 72,84072.8k $3.6m $3.6m 1.80% Added +32.4k +32,363
64 Arkadios Wealth Advisors 0.07% of their portfolio ATLANTA, GA 72,27472.3k $3.6m $3.6m 0.07% Reduced -238.2k -238,185
65 RFG Advisory, LLC 0.07% of their portfolio BIRMINGHAM, AL 72,18272.2k $3.5m $3.5m 0.07% Reduced -8.8k -8,774
66 G&S Capital LLC 1.22% of their portfolio DENVER, CO 70,00670.0k $3.4m $3.4m 1.22% Added +3.2k +3,241
67 Goldstone Financial Group, LLC 0.38% of their portfolio OAKBROOK TERRACE, IL 69,26869.3k $3.4m $3.4m 0.38% Added +547 +547
68 Next Level Private LLC 0.86% of their portfolio HARRISON, NY 66,44266.4k $3.3m $3.3m 0.86% Added +12.9k +12,876
69 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 65,46265.5k $3.2m $3.2m 0.02% Reduced -38.7k -38,673
70 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.21% of their portfolio ORLANDO, FL 63,86863.9k $3.1m $3.1m 0.21% Added +10.5k +10,516
71 RETIREMENT GUYS FORMULA LLC 1.41% of their portfolio MAUMEE, OH 62,91262.9k $3.1m $3.1m 1.41% Added +1.2k +1,156
72 IFP Advisors, Inc 0.07% of their portfolio TAMPA, FL 59,78159.8k $2.9m $2.9m 0.07% Reduced -6.2k -6,229
73 Triumph Capital Management 0.62% of their portfolio DENVER, CO 58,82258.8k $2.9m $2.9m 0.62% Reduced -3.5k -3,527
74 NewEdge Wealth, LLC 0.03% of their portfolio STAMFORD, CT 57,70057.7k $2.8m $2.8m 0.03% Unchanged
75 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 57,54257.5k $2.8m $2.8m 0.00% Reduced -73 -73
76 Raab & Moskowitz Asset Management LLC 0.60% of their portfolio Chatham, NJ 55,66755.7k $2.7m $2.7m 0.60% Reduced -1.7k -1,725
77 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 52,14752.1k $2.6m $2.6m 0.03% Reduced -3.7k -3,687
78 Hobart Private Capital, LLC 0.49% of their portfolio CHARLOTTE, NC 50,70850.7k $2.5m $2.5m 0.49% Added +5.7k +5,667
79 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 50,47250.5k $2.5m $2.5m 0.02% Added +570 +570
80 Sequent Planning LLC 0.62% of their portfolio OMAHA, NE 49,70449.7k $2.4m $2.4m 0.62% Added +21.8k +21,750
81 Elevated Capital Advisors, LLC 0.56% of their portfolio SANDY, UT 48,90548.9k $2.4m $2.4m 0.56% Added +358 +358
82 Stonebridge Financial Planning Group, LLC 0.86% of their portfolio ORLANDO, FL 48,64948.6k $2.4m $2.4m 0.86% Reduced -5.2k -5,166
83 Capital Investment Advisory Services, LLC 0.16% of their portfolio RALEIGH, NC 47,39347.4k $2.3m $2.3m 0.16% Reduced -10.7k -10,739
84 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.41% of their portfolio LEAWOOD, KS 47,01047.0k $2.3m $2.3m 0.41% Reduced -15.6k -15,552
85 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 46,84346.8k $2.3m $2.3m 0.02% Reduced -337 -337
86 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.12% of their portfolio CEDAR RAPIDS, IA 45,61545.6k $2.2m $2.2m 0.12% Reduced -1.7k -1,715
87 Modern Wealth Management, LLC 0.04% of their portfolio KANSAS CITY, MO 45,24745.2k $2.2m $2.2m 0.04% Reduced -162.6k -162,624
88 TrueWealth Advisors, LLC 0.57% of their portfolio BIRMINGHAM, AL 45,13445.1k $2.2m $2.2m 0.57% Reduced -6.5k -6,507
89 J.W. COLE ADVISORS, INC. 0.05% of their portfolio TAMPA, FL 44,40044.4k $2.2m $2.2m 0.05% Added +4.4k +4,433
90 Signature Equity Partners, LLC 1.19% of their portfolio COLUMBUS, OH 43,84043.8k $2.2m $2.2m 1.19% First filing
91 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 43,10843.1k $2.1m $2.1m 0.01% Added +2.3k +2,342
92 SILVER OAK SECURITIES, INCORPORATED 0.14% of their portfolio JACKSON, TN 43,01943.0k $2.1m $2.1m 0.14% Reduced -14.4k -14,450
93 BlueChip Wealth Advisors LLC 0.87% of their portfolio Milton, GA 42,07842.1k $2.1m $2.1m 0.87% Reduced -6.9k -6,883
94 StoneX Group Inc. 0.09% of their portfolio NEW YORK, NY 41,59641.6k $2.0m $2.0m 0.09% Added +4.6k +4,621
95 Cornerstone Wealth Management, LLC 0.10% of their portfolio ST. PETERS, MO 39,65839.7k $1.9m $1.9m 0.10% Added +693 +693
96 Motiv8 Investments LLC 1.05% of their portfolio PORT ST. LUCIE, FL 39,13039.1k $1.9m $1.9m 1.05% Added +1.8k +1,765
97 Maia Wealth LLC 0.35% of their portfolio DENVER, CO 38,83338.8k $2.0m $2.0m 0.35% Reduced -169 -169
98 IHT Wealth Management, LLC 0.05% of their portfolio Chicago, IL 38,11638.1k $1.9m $1.9m 0.05% Reduced -12.1k -12,059
99 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 37,46137.5k $1.8m $1.8m 0.01% Reduced -45.8k -45,784
100 Independent Advisor Alliance 0.04% of their portfolio CHARLOTTE, NC 36,14536.1k $1.8m $1.8m 0.04% Reduced -2.6k -2,586