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
$50.55
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
37,718,516
Total reported value
$1,854,549,809
% of total 13F portfolios
0.01%
Share change
-4,324,819
Value change
-$212,547,322
Number of holders
304
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 31 Dec 2025, 304 institutional investors reported holding 37,718,516 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.

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 40% 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 7.9% 5,698,242 -5.4% 0.08% $280,068,563
MORGAN STANLEY 7.4% 5,367,743 -8% 0.02% $263,824,654
WELLS FARGO & COMPANY/MN 4.7% 3,407,046 -18% 0.03% $167,456,351
RAYMOND JAMES FINANCIAL INC 3% 2,154,293 -14% 0.03% $105,883,510
UBS Group AG 2.9% 2,110,299 -8.2% 0.02% $103,721,196
ENVESTNET ASSET MANAGEMENT INC 1.8% 1,312,250 -17% 0.02% $64,497,072
TRUIST FINANCIAL CORP 1.7% 1,195,525 -9.9% 0.08% $58,760,036
ROYAL BANK OF CANADA 1.6% 1,185,529 -33% 0.01% $58,268,000
Cetera Investment Advisers 1.5% 1,065,920 +3.9% 0.06% $52,390,006
OSAIC HOLDINGS, INC. 0.81% 589,012 -23% 0.04% $28,955,252
Wagner Wealth Management, LLC 0.73% 531,532 -9.6% 5.6% $26,124,809
Capital Investment Advisors, LLC 0.71% 516,539 0.39% $25,387,886
PSI Advisors, LLC 0.6% 430,836 +4.7% 5.3% $21,175,615
COMMONWEALTH EQUITY SERVICES, LLC 0.56% 408,694 -6.1% 0.03% $20,087,332
Rockefeller Capital Management L.P. 0.53% 381,605 +20% 0.04% $18,759,737
Flaharty Asset Management, LLC 0.49% 355,998 +6.3% 2.2% $17,497,331
Brookstone Capital Management 0.45% 327,513 +1.6% 0.18% $16,097,246
Kestra Advisory Services, LLC 0.45% 323,346 +12% 0.07% $15,892,449
Janney Montgomery Scott LLC 0.43% 311,776 -1.6% 0.04% $15,324,000
STIFEL FINANCIAL CORP 0.42% 304,021 -35% 0.01% $14,942,553
Coppell Advisory Solutions LLC 0.39% 285,021 +0.95% 1.4% $14,091,435
Cambridge Investment Research Advisors, Inc. 0.37% 266,326 -6.1% 0.03% $13,090,000
Solitude Financial Services 0.36% 259,134 -0.9% 4.2% $12,736,436
MML INVESTORS SERVICES, LLC 0.35% 250,183 -27% 0.03% $12,296,499
SlateStone Wealth, LLC 0.34% 249,208 -4.4% 1% $12,249,000

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 37,718,516 $1,854,549,809 -$212,547,322 $49.15 304
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