Latest Period
Q1 2026
CUSIP: 33739Q705
Latest Period
Q1 2026
Institutions Reporting
298
Shares (Excl. Options)
38,446,105
Price
$48.71
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Latest holder context comes from 298 institutions filings for Q1 2026.
Security key
33739Q705
Latest holder period
Q1 2026
13F holders
298
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 33739Q705:
| 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 31 Mar 2026, 298 institutional investors reported holding 38,446,105 shares of First Trust Exchange-Traded Fund IV - FT Vest S&P 500(R) Dividend Aristocrats Target Income ETF(R) (KNG). This represents 53% of the company’s total 72,389,865 outstanding shares.
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 41% 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 | 7.7% | 5,556,373 | -2.5% | 0.07% | $270,650,881 |
| MORGAN STANLEY | 7.5% | 5,464,054 | +1.8% | 0.02% | $266,154,096 |
| WELLS FARGO & COMPANY/MN | 4.4% | 3,212,755 | -5.7% | 0.03% | $156,493,297 |
| RAYMOND JAMES FINANCIAL INC | 3.2% | 2,287,931 | +6.2% | 0.03% | $111,445,118 |
| UBS Group AG | 2.9% | 2,079,331 | -1.5% | 0.02% | $101,284,213 |
| ENVESTNET ASSET MANAGEMENT INC | 1.8% | 1,338,564 | +2% | 0.02% | $65,201,468 |
| TRUIST FINANCIAL CORP | 1.7% | 1,201,943 | +0.54% | 0.08% | $58,546,650 |
| ROYAL BANK OF CANADA | 1.6% | 1,187,254 | +0.15% | 0.01% | $57,831,000 |
| Cetera Investment Advisers | 1.5% | 1,071,859 | +0.56% | 0.06% | $52,210,275 |
| Wagner Wealth Management, LLC | 0.71% | 510,992 | -3.9% | 5% | $24,890,433 |
| Capital Investment Advisors, LLC | 0.7% | 509,591 | -1.3% | 0.36% | $24,822,177 |
| PSI Advisors, LLC | 0.7% | 507,545 | +18% | 5.9% | $24,722,503 |
| Arkadios Wealth Advisors | 0.7% | 506,073 | +600% | 0.41% | $24,650,832 |
| OSAIC HOLDINGS, INC. | 0.6% | 436,738 | -26% | 0.03% | $21,275,719 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.55% | 397,008 | -2.9% | 0.03% | $19,338,280 |
| Rockefeller Capital Management L.P. | 0.54% | 389,401 | +2% | 0.03% | $18,967,748 |
| Kestra Advisory Services, LLC | 0.54% | 387,493 | +20% | 0.07% | $18,874,793 |
| Janney Montgomery Scott LLC | 0.53% | 385,974 | +24% | 0.05% | $18,801,000 |
| Flaharty Asset Management, LLC | 0.5% | 359,204 | +0.9% | 2.2% | $17,496,839 |
| Brookstone Capital Management | 0.46% | 334,232 | +2.1% | 0.19% | $16,280,462 |
| STIFEL FINANCIAL CORP | 0.45% | 324,610 | +6.8% | 0.01% | $15,812,012 |
| Steward Partners Investment Advisory, LLC | 0.41% | 298,217 | +56% | 0.07% | $14,526,179 |
| Solitude Financial Services | 0.38% | 272,015 | +5% | 4% | $13,374,978 |
| Curran Financial Partners, LLC | 0.37% | 269,732 | +8.9% | 2.4% | $13,138,639 |
| Cambridge Investment Research Advisors, Inc. | 0.36% | 263,944 | -0.89% | 0.03% | $12,857,000 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 38,446,105 | $1,872,881,116 | +$24,086,720 | $48.71 | 298 |
| 2025 Q4 | 38,428,822 | $1,889,457,563 | -$213,935,137 | $49.15 | 315 |
| 2025 Q3 | 42,042,360 | $2,073,562,706 | -$152,354,285 | $49.31 | 300 |
| 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 |