FIRST TR EXCHANGE-TRADED FD (KNGZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
39
Reporting holders
$39.9M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $17.3M | 432,680 | 0.00% | 31q | -8.7%-$1.6M |
| Harvest Investment Services, LLC | $3.7M | 91,335 | 0.57% | 3q | +9.7%+$324.4K |
| D.A. DAVIDSON & CO. | $2.6M | 65,455 | 0.01% | 10q | +5.7%+$141.0K |
| Signal Advisors Wealth, LLC | $2.3M | 57,800 | 0.12% | 6q | +24.1%+$450.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 49,221 | 0.00% | 10q | +25.8%+$405.0K |
| Kovack Advisors, Inc. | $1.5M | 36,105 | 0.07% | 9q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.0M | 25,943 | 0.00% | 10q | +31.1%+$246.7K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $827.7K | 20,658 | 0.04% | 18q | -3.2%-$27.0K |
| AE Wealth Management LLC | $768.5K | 19,180 | 0.00% | 8q | +8.0%+$57.2K |
| Legacy Capital Wealth Partners, LLC | $763.9K | 19,064 | 0.15% | 6q | HELD |
| Cetera Investment Advisers | $667.4K | 16,657 | 0.00% | 8q | +5.3%+$33.7K |
| OSAIC HOLDINGS, INC. | $607.4K | 15,157 | 0.00% | 26q | -60.2%-$918.1K |
| J.W. COLE ADVISORS, INC. | $580.8K | 14,496 | 0.01% | 6q | HELD |
| GOLDMAN SACHS GROUP INC | $494.3K | 12,336 | 0.00% | 10q | HELD |
| Proactive Wealth Strategies LLC | $461.0K | 11,506 | 0.07% | 4q | HELD |
| Private Advisor Group, LLC | $435.5K | 10,870 | 0.00% | 21q | +2.5%+$10.4K |
| 17 CAPITAL PARTNERS, LLC | $431.2K | 10,761 | 0.19% | 4q | +12.1%+$46.5K |
| MML INVESTORS SERVICES, LLC | $345.3K | 8,617 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $329.9K | 8,234 | 0.00% | 13q | +3.8%+$12.0K |
| RAYMOND JAMES FINANCIAL INC | $317.8K | 7,931 | 0.00% | 5q | HELD |
| Total Clarity Wealth Management, Inc. | $314.8K | 7,856 | 0.06% | 3q | +10.7%+$30.5K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $281.4K | 7,001 | 0.02% | 7q | HELD |
| Brookwood Investment Group LLC | $245.7K | 6,131 | 0.03% | 6q | -3.4%-$8.5K |
| Impact Partnership Wealth, LLC | $239.6K | 5,980 | 0.02% | new | NEW |
| Key Client Fiduciary Advisors, LLC | $222.8K | 5,561 | 0.06% | 2q | HELD |
| Prospera Financial Services Inc | $200.5K | 4,996 | 0.00% | 2q | -23.1%-$60.1K |
| Global Retirement Partners, LLC | $192.3K | 4,800 | 0.00% | 16q | HELD |
| NewEdge Advisors, LLC | $177.0K | 4,417 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $163.8K | 4,089 | 0.00% | 7q | HELD |
| Darwin Wealth Management, LLC | $135.4K | 3,380 | 0.04% | 8q | HELD |
| Farther Finance Advisors, LLC | $109.2K | 2,726 | 0.00% | 5q | +1.2%+$1.3K |
| IFG Advisory, LLC | $93.2K | 2,327 | 0.00% | 2q | +36.9%+$25.1K |
| PRIVATE TRUST CO NA | $61.3K | 1,530 | 0.00% | 5q | HELD |
| Nova Wealth Management, Inc. | $24.6K | 613 | 0.01% | 3q | HELD |
| Rockefeller Capital Management L.P. | $17.8K | 443 | 0.00% | 3q | +0.9% |
| LANARK FINANCIAL, INC. | $16.8K | 419 | 0.00% | 12q | -56.8%-$22.0K |
| Arax Advisory Partners | $8.1K | 203 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.1K | 51,476 | 0.00% | 7q | +110.2%+$1.1K |
| WEDBUSH SECURITIES INC | $1.7K | 43,376 | 0.04% | new | NEW |
| MORGAN STANLEY | $63 | 1 | 0.00% | 11q | HELD |
| WELLS FARGO & COMPANY/MN | $55 | 1 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 39 | $39.9M | 996,480 | 3 | 14 | 6 | 0.0% |
| Q1 2026 | 38 | $37.2M | 1,019,882 | 4 | 17 | 5 | 1.3% |
| Q4 2025 | 39 | $35.0M | 977,119 | 8 | 12 | 4 | 0.0% |
| Q3 2025 | 32 | $29.6M | 827,937 | 3 | 10 | 10 | 0.0% |
| Q2 2025 | 33 | $28.4M | 843,651 | 6 | 10 | 9 | 0.0% |
| Q1 2025 | 27 | $25.0M | 776,066 | 6 | 6 | 7 | 0.0% |
| Q4 2024 | 25 | $23.7M | 736,828 | 4 | 10 | 6 | 0.0% |
| Q3 2024 | 19 | $20.4M | 593,106 | 4 | 4 | 2 | 0.0% |
| Q2 2024 | 17 | $17.2M | 546,852 | 2 | 5 | 6 | 0.0% |
| Q1 2024 | 17 | $13.4M | 422,861 | 4 | 4 | 6 | 0.0% |
| Q4 2023 | 14 | $8.1M | 273,175 | 4 | 2 | 6 | 0.0% |
| Q3 2023 | 11 | $13.6M | 498,808 | 1 | 5 | 3 | 0.0% |
| Q2 2023 | 12 | $13.0M | 453,226 | 1 | 3 | 6 | 0.0% |
| Q1 2023 | 14 | $13.2M | 466,193 | 2 | 4 | 4 | 0.0% |
| Q4 2022 | 13 | $11.2M | 399,702 | 4 | 5 | 2 | 0.0% |
| Q3 2022 | 13 | $6.2M | 248,798 | 1 | 10 | 1 | 0.0% |
| Q2 2022 | 16 | $6.6M | 243,774 | 5 | 5 | 3 | 0.0% |
| Q1 2022 | 13 | $6.6M | 217,051 | 3 | 7 | 2 | 0.0% |
| Q4 2021 | 13 | $7.6M | 245,882 | 2 | 3 | 5 | 0.0% |
| Q3 2021 | 13 | $8.4M | 293,314 | 2 | 6 | 1 | 0.0% |
| Q2 2021 | 16 | $4.4M | 150,283 | 6 | 4 | 1 | 0.0% |
| Q1 2021 | 13 | $5.0M | 174,298 | 6 | 2 | 2 | 0.0% |
| Q4 2020 | 6 | $3.5M | 143,072 | 1 | 2 | 1 | 0.0% |
| Q3 2020 | 5 | $1.0M | 47,705 | 0 | 0 | 3 | 0.0% |
| Q2 2020 | 6 | $1.1M | 54,457 | 2 | 1 | 3 | 0.0% |
| Q1 2020 | 7 | $1.9M | 105,354 | 2 | 2 | 1 | 0.0% |
| Q4 2019 | 7 | $1.1M | 45,637 | 0 | 1 | 4 | 0.0% |
| Q3 2019 | 9 | $1.9M | 84,697 | 3 | 3 | 3 | 0.0% |
| Q2 2019 | 7 | $2.0M | 90,438 | 1 | 1 | 4 | 0.0% |
| Q1 2019 | 7 | $2.1M | 97,857 | 2 | 2 | 2 | 0.0% |
| Q4 2018 | 6 | $1.6M | 84,786 | 0 | 0 | 0 | 0.0% |