First Trust Exchange-Traded Fund IV - FT Vest S&P 500(R) Dividend Aristocrats Target Income ETF(R) (KNG) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2021 to Q4 2025

Type / Class
Equity / FT Vest S&P 500(R) Dividend Aristocrats Target Income ETF(R)
Symbol
KNG
Shares outstanding
72,389,865
Price per share
$49.15
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
41,867,660
Total reported value
$2,064,782,323
% of total 13F portfolios
0.01%
Share change
-3,040,580
Value change
-$149,692,985
Number of holders
298
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of First Trust Exchange-Traded Fund IV - FT Vest S&P 500(R) Dividend Aristocrats Target Income ETF(R) (KNG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 10% $370,161,738 7,506,829 First Trust Portfolios L.P. 31 Oct 2025

As of 30 Sep 2025, 298 institutional investors reported holding 41,867,660 shares of First Trust Exchange-Traded Fund IV - FT Vest S&P 500(R) Dividend Aristocrats Target Income ETF(R) (KNG). This represents 58% of the company’s total 72,389,865 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund IV - FT Vest S&P 500(R) Dividend Aristocrats Target Income ETF(R) (KNG) together control 45% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
LPL Financial LLC 8.3% 6,025,774 +5.6% 0.09% $297,130,865
MORGAN STANLEY 8.1% 5,836,136 -4.2% 0.02% $287,779,917
WELLS FARGO & COMPANY/MN 5.7% 4,150,678 +0.24% 0.04% $204,669,918
RAYMOND JAMES FINANCIAL INC 3.5% 2,511,324 -5.3% 0.04% $123,833,377
UBS Group AG 3.2% 2,299,737 +4.3% 0.02% $113,400,032
ROYAL BANK OF CANADA 2.4% 1,769,612 -2.5% 0.02% $87,258,000
ENVESTNET ASSET MANAGEMENT INC 2.2% 1,579,403 -15% 0.02% $77,880,365
TRUIST FINANCIAL CORP 1.8% 1,327,603 +0.62% 0.09% $65,464,088
Cetera Investment Advisers 1.4% 1,026,243 +9.2% 0.06% $50,604,043
OSAIC HOLDINGS, INC. 1.1% 760,509 -7.2% 0.05% $37,882,070
Wagner Wealth Management, LLC 0.81% 587,946 -5.2% 6.7% $28,991,628
STIFEL FINANCIAL CORP 0.64% 464,716 +3.1% 0.02% $22,915,164
COMMONWEALTH EQUITY SERVICES, LLC 0.6% 435,442 -59% 0.03% $21,472,000
PSI Advisors, LLC 0.57% 411,689 5.2% $20,300,393
Compass Financial Services Inc 0.49% 351,344 +4.7% 7.7% $17,324,772
MML INVESTORS SERVICES, LLC 0.47% 341,953 -17% 0.05% $16,861,680
Flaharty Asset Management, LLC 0.46% 334,951 +4.5% 2.1% $16,514,809
Brookstone Capital Management 0.45% 322,514 -2.1% 0.19% $15,903,169
Rockefeller Capital Management L.P. 0.44% 318,327 -16% 0.03% $15,696,736
Janney Montgomery Scott LLC 0.44% 316,935 +3.6% 0.04% $15,628,000
Arkadios Wealth Advisors 0.43% 310,459 +2.1% 0.38% $15,308,728
Kestra Advisory Services, LLC 0.4% 288,866 -4.2% 0.07% $14,244,001
Cambridge Investment Research Advisors, Inc. 0.39% 283,755 -39% 0.04% $13,992,000
Coppell Advisory Solutions LLC 0.39% 282,350 -1.4% 1.5% $13,874,682
Solitude Financial Services 0.36% 261,496 +1.6% 4.4% $12,894,368

Institutional Holders of First Trust Exchange-Traded Fund IV - FT Vest S&P 500(R) Dividend Aristocrats Target Income ETF(R) (KNG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,422,230 $119,275,917 +$9,616,865 $49.15 47
2025 Q3 41,867,660 $2,064,782,323 -$149,692,985 $49.31 298
2025 Q2 45,710,990 $2,245,036,600 +$92,827,730 $49.10 309
2025 Q1 43,794,430 $2,211,358,582 +$10,597,069 $50.52 316
2024 Q4 43,937,769 $2,206,213,501 +$187,550,162 $50.21 322
2024 Q3 39,209,256 $2,135,902,065 +$208,899,576 $54.48 288
2024 Q2 35,348,595 $1,786,785,911 +$166,333,498 $50.52 270
2024 Q1 32,279,022 $1,732,735,200 +$312,504,964 $53.71 255
2023 Q4 26,280,948 $1,357,984,246 +$385,309,859 $51.68 235
2023 Q3 18,703,441 $922,773,379 +$448,017,032 $49.36 185
2023 Q2 9,289,181 $490,666,160 +$104,231,223 $52.85 148
2023 Q1 7,532,460 $387,425,993 +$24,696,175 $51.44 135
2022 Q4 6,877,836 $352,422,060 +$24,910,999 $51.09 122
2022 Q3 6,354,598 $290,259,715 +$5,938,292 $45.60 111
2022 Q2 6,222,408 $306,324,161 +$32,860,395 $49.11 104
2022 Q1 5,548,679 $303,492,713 +$75,747,790 $54.81 98
2021 Q4 4,079,866 $232,628,314 +$62,785,442 $57.22 84
2021 Q3 2,989,216 $155,822,010 +$40,127,034 $51.83 63
2021 Q2 2,212,054 $118,459,093 +$48,544,229 $53.34 55
2021 Q1 1,295,983 $66,223,000 +$65,914,000 $51.10 29