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 Q2 2026

Latest Period

Q2 2026

Institutions Reporting

310

Shares (Excl. Options)

37,395,984

Price

$50.50

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
-1,874,886
Value change
-$94,589,609
Number of holders
310
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
72,389,865
SEC-reported price per share
$52.26
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.
  • 310 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 308 to 310 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $1,917,300,876 to $1,888,650,472.

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 310 institutions filings for Q2 2026.

Open SEC evidence

Security key

33739Q705

Latest holder period

Q2 2026

13F holders

310

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 30 Jun 2026, 310 institutional investors reported holding 37,395,984 shares of First Trust Exchange-Traded Fund IV - FT Vest S&P 500(R) Dividend Aristocrats Target Income ETF(R) (KNG). This represents 52% 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
40%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
LPL Financial LLC 7.6% 5,533,263 -0.42% 0.06% $279,429,739
MORGAN STANLEY 6.8% 4,911,743 -10% 0.01% $248,043,047
WELLS FARGO & COMPANY/MN 4.3% 3,100,855 -3.5% 0.03% $156,593,171
RAYMOND JAMES FINANCIAL INC 3% 2,165,360 -5.4% 0.03% $109,350,678
UBS Group AG 2.7% 1,986,894 -4.4% 0.02% $100,338,148
ENVESTNET ASSET MANAGEMENT INC 1.9% 1,344,081 +0.41% 0.02% $67,876,084
TRUIST FINANCIAL CORP 1.7% 1,195,889 -0.5% 0.07% $60,392,388
ROYAL BANK OF CANADA 1.6% 1,135,148 -4.4% 0.01% $57,324,000
Cetera Investment Advisers 1.5% 1,056,529 -1.4% 0.05% $53,354,753
Janney Montgomery Scott LLC 0.97% 700,810 +82% 0.07% $35,391,000
Southern Financial Group, LLC 0.89% 641,223 +3.6% 8.3% $32,381,791
OSAIC HOLDINGS, INC. 0.75% 545,961 +25% 0.03% $27,576,378
Capital Investment Advisors, LLC 0.67% 486,683 -4.5% 0.32% $24,577,514
Wagner Wealth Management, LLC 0.58% 420,348 -18% 3.9% $21,227,598
Rockefeller Capital Management L.P. 0.54% 393,338 +1% 0.03% $19,863,614
Kestra Advisory Services, LLC 0.54% 389,251 +0.45% 0.06% $19,657,152
PSI Advisors, LLC 0.53% 385,687 -24% 4.5% $19,477,289
COMMONWEALTH EQUITY SERVICES, LLC 0.49% 354,538 -11% 0.02% $17,904,158
Modern Wealth Management, LLC 0.48% 344,253 +3928% 0.21% $17,384,779
Brookstone Capital Management 0.46% 336,209 +0.59% 0.17% $16,978,574
STIFEL FINANCIAL CORP 0.45% 326,395 +0.55% 0.01% $16,482,998
Steward Partners Investment Advisory, LLC 0.44% 320,973 +7.6% 0.08% $16,209,156
Curran Financial Partners, LLC 0.42% 305,615 +13% 2.3% $15,433,582
Solitude Financial Services 0.39% 282,994 +4% 4% $14,291,197
Compass Financial Services Inc 0.37% 269,549 +4.6% 5.1% $13,612,269

Quarter history

Institutional holders across reporting periods

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

Periods
22
Latest
Q2 2026
Rows shown
1-22 of 22
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 37,395,984 $1,888,650,472 -$94,589,609 $50.50 310
2026 Q1 39,358,124 $1,917,300,876 +$16,541,996 $48.71 308
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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