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KNG Institutional Ownership

FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
1W: -1.1% 1M: -5.9% 3M: -6.1% YTD: -0.9% 1Y: -0.0% 3Y: +18.7% 5Y: +20.3%
$48.20
+0.07 (+0.15%)
 
Weekly Expected Move ±1.2%
$47 $48 $48 $49 $49
ETF CBOE · AUM $3.2B

Institutional Ownership — KNG

331
Institutional Holders
-13 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
30
New Positions
115
Increased
147
Reduced
19
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (366 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 5,533,263 $267M -23,110 -0.4% 22Q SEC ↗
2 MORGAN STANLEY 4,911,743 $237M -552,311 -10.1% 18Q SEC ↗
3 WELLS FARGO & COMPANY/MN 3,100,855 $149M -111,900 -3.5% 19Q SEC ↗
4 RAYMOND JAMES FINANCIAL INC 2,165,360 $104M -122,571 -5.4% 7Q SEC ↗
5 UBS Group AG 1,986,894 $96M -92,437 -4.4% 22Q SEC ↗
6 ENVESTNET ASSET MANAGEMENT INC 1,344,081 $65M +5,517 +0.4% 21Q SEC ↗
7 TRUIST FINANCIAL CORP 1,195,889 $58M -6,054 -0.5% 14Q SEC ↗
8 ROYAL BANK OF CANADA 1,135,148 $55M -52,106 -4.4% 22Q SEC ↗
9 Cetera Investment Advisers 1,056,529 $51M -15,330 -1.4% 20Q SEC ↗
10 Janney Montgomery Scott LLC 700,810 $34M +314,836 +81.6% 20Q SEC ↗
11 Southern Financial Group, LLC 641,223 $31M +22,325 +3.6% 3Q SEC ↗
12 OSAIC HOLDINGS, INC. 545,961 $26M +109,223 +25.0% 22Q SEC ↗
13 Capital Investment Advisors, LLC 486,683 $23M -22,908 -4.5% 3Q SEC ↗
14 Wagner Wealth Management, LLC 420,348 $20M -90,644 -17.7% 13Q SEC ↗
15 Rockefeller Capital Management L.P. 393,338 $19M +3,937 +1.0% 12Q SEC ↗
16 Kestra Advisory Services, LLC 389,251 $19M +1,758 +0.5% 22Q SEC ↗
17 PSI Advisors, LLC 385,687 $19M -121,858 -24.0% 4Q SEC ↗
18 COMMONWEALTH EQUITY SERVICES, LLC 354,538 $17M -42,470 -10.7% 21Q SEC ↗
19 Modern Wealth Management, LLC 344,253 $17M +335,707 +3928.2% 7Q SEC ↗
20 Brookstone Capital Management 336,209 $16M +1,977 +0.6% 15Q SEC ↗
21 STIFEL FINANCIAL CORP 326,395 $16M +1,785 +0.5% 19Q SEC ↗
22 Steward Partners Investment Advisory, 320,973 $15M +22,756 +7.6% 21Q SEC ↗
23 Curran Financial Partners, LLC 305,615 $15M +35,883 +13.3% 5Q SEC ↗
24 Solitude Financial Services 282,994 $14M +10,979 +4.0% 22Q SEC ↗
25 Compass Financial Services Inc 269,549 $13M +11,904 +4.6% 7Q SEC ↗
26 Cambridge Investment Research Advisors 249,008 $12M -14,936 -5.7% 21Q SEC ↗
27 Symphony Financial Services, Inc. 207,896 $10M +11,861 +6.1% 6Q SEC ↗
28 HARBOUR INVESTMENTS, INC. 189,571 $9M -4,909 -2.5% 17Q SEC ↗
29 Private Advisor Group, LLC 175,737 $8M +15,079 +9.4% 19Q SEC ↗
30 PREVAIL INNOVATIVE WEALTH ADVISORS, LL 172,682 $8M +3,784 +2.2% 6Q SEC ↗
31 MML INVESTORS SERVICES, LLC 166,974 $8M -19,594 -10.5% 19Q SEC ↗
32 Argent Advisors, Inc. 162,868 $8M -1,058 -0.6% 10Q SEC ↗
33 PRINCIPAL SECURITIES, INC. 156,815 $8M +2,140 +1.4% 11Q SEC ↗
34 &PARTNERS 156,043 $8M -52,369 -25.1% 8Q SEC ↗
35 NewEdge Advisors, LLC 146,889 $7M -15,538 -9.6% 16Q SEC ↗
36 INDEPENDENT FINANCIAL GROUP, LLC 136,925 $7M -8,591 -5.9% 12Q SEC ↗
37 Integrated Wealth Concepts LLC 134,177 $6M -10,148 -7.0% 20Q SEC ↗
38 Snowden Capital Advisors LLC 133,085 $6M +2,283 +1.7% 20Q SEC ↗
39 PARK AVENUE SECURITIES LLC 125,064 $6M +4,066 +3.4% 2Q SEC ↗
40 CREATIVE FINANCIAL DESIGNS INC /ADV 120,881 $6M +4,740 +4.1% 8Q SEC ↗
41 Atlas Private Wealth Advisors 116,194 $6M -31,830 -21.5% 6Q SEC ↗
42 Indivisible Partners 110,303 $5M +7,714 +7.5% 3Q SEC ↗
43 MILESTONE ASSET MANAGEMENT, LLC 106,157 $5M +7,378 +7.5% 10Q SEC ↗
44 Farther Finance Advisors, LLC 105,249 $5M +17,548 +20.0% 14Q SEC ↗
45 Prospera Financial Services Inc 102,447 $5M +6,015 +6.2% 12Q SEC ↗
46 PFS Partners, LLC 98,075 $5M +1,794 +1.9% 18Q SEC ↗
47 HighTower Advisors, LLC 96,695 $5M +1,869 +2.0% 21Q SEC ↗
48 Pinnacle Financial Partners, Inc. 94,745 $5M +6,363 +7.2% 3Q SEC ↗
49 RFG Advisory, LLC 94,344 $5M +15,042 +19.0% 13Q SEC ↗
50 Baird Financial Group, Inc. 90,516 $4M -32,431 -26.4% 10Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Modern Wealth Management, LLC +335,707 +3928.2% 344,253
Janney Montgomery Scott LLC +314,836 +81.6% 700,810
OSAIC HOLDINGS, INC. +109,223 +25.0% 545,961
SUSQUEHANNA INTERNATIONAL GROUP, LL +52,674 +162.1% 85,168
Inspire Advisors, LLC +39,038 +427.2% 48,176
Ameritas Advisory Services, LLC +38,216 +198.7% 57,453
Curran Financial Partners, LLC +35,883 +13.3% 305,615
Steward Partners Investment Advisor +22,756 +7.6% 320,973
Southern Financial Group, LLC +22,325 +3.6% 641,223
IFP Advisors, Inc +18,443 +32.1% 75,925
Farther Finance Advisors, LLC +17,548 +20.0% 105,249
Private Advisor Group, LLC +15,079 +9.4% 175,737
INTERNATIONAL ASSETS INVESTMENT MAN +15,062 +21.7% 84,430
RFG Advisory, LLC +15,042 +19.0% 94,344
Foundations Investment Advisors, LL +13,203 +19.1% 82,215
Compass Financial Services Inc +11,904 +4.6% 269,549
Symphony Financial Services, Inc. +11,861 +6.1% 207,896
Solitude Financial Services +10,979 +4.0% 282,994
Sunbelt Securities, Inc. +9,639 +31.5% 40,243
Van Diest Capital, LLC +8,486 +139.3% 14,578
Biggest Decreases (20)
HolderReducedChange %Total Shares
MORGAN STANLEY -552,311 -10.1% 4,911,743
Arkadios Wealth Advisors -459,155 -90.7% 46,918
Flaharty Asset Management, LLC -330,610 -92.0% 28,594
Independent Advisor Alliance -171,867 -87.1% 25,479
RAYMOND JAMES FINANCIAL INC -122,571 -5.4% 2,165,360
PSI Advisors, LLC -121,858 -24.0% 385,687
WELLS FARGO & COMPANY/MN -111,900 -3.5% 3,100,855
UBS Group AG -92,437 -4.4% 1,986,894
Wagner Wealth Management, LLC -90,644 -17.7% 420,348
WEALTH ENHANCEMENT ADVISORY SERVICE -88,533 -50.8% 85,740
Triad Wealth Partners, LLC -82,258 -76.8% 24,867
Hilton Head Capital Partners, LLC -71,658 -72.7% 26,949
Mariner, LLC -69,424 -92.4% 5,717
G&S Capital LLC -65,667 -89.2% 7,948
&PARTNERS -52,369 -25.1% 156,043
ROYAL BANK OF CANADA -52,106 -4.4% 1,135,148
Econ Financial Services Corp -48,531 -90.2% 5,247
Gateway Wealth Partners, LLC -45,804 -45.9% 54,010
COMMONWEALTH EQUITY SERVICES, LLC -42,470 -10.7% 354,538
Baird Financial Group, Inc. -32,431 -26.4% 90,516

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms