Security Snapshot

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

CUSIP: 33739Q705

13F Institutional Holders and Ownership History from Q1 2021 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

304

Shares (Excl. Options)

39,343,292

Price

$48.71

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+353,357
Value change
+$16,872,590
Number of holders
304
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
72,389,865
SEC-reported price per share
$49.72
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • KNG - First Trust Exchange-Traded Fund IV - FT Vest S&P 500(R) Dividend Aristocrats Target Income ETF(R) is tracked under CUSIP 33739Q705.
  • 304 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 316 to 304 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $1,918,985,288 to $1,916,578,408.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 304 institutions filings for Q1 2026.

Open SEC evidence

Security key

33739Q705

Latest holder period

Q1 2026

13F holders

304

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
KNG
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, 304 institutional investors reported holding 39,343,292 shares of First Trust Exchange-Traded Fund IV - FT Vest S&P 500(R) Dividend Aristocrats Target Income ETF(R) (KNG). This represents 54% of the company’s total 72,389,865 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
41%
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
Southern Financial Group, LLC 0.85% 618,898 +3% 8.4% $30,146,496
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

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
21
Latest
Q1 2026
Rows shown
1-21 of 21
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 39,343,292 $1,916,578,408 +$16,872,590 $48.71 304
2025 Q4 39,029,590 $1,918,985,288 -$213,935,137 $49.15 316
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
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