Institutional Ownership Ft Cboe Vest S&P 500 Dividend (KNG)
This table provides information about the institutional ownership of Ft Cboe Vest S&P 500 Dividend (KNG). We have compiled data on the 311 institutions that hold shares in the stock, with a total of 44 Million shares, which have been reported (via 13F filing form) to have a value of $2.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,886,941
shares
|
$247 Million
0.02% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,538,006
shares
|
$230 Million
0.06% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
4,525,106
shares
|
$229 Million
0.11% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,932,418
shares
|
$148 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,868,577
shares
|
$94.5 Million
0.02% of portfolio
|
Q3 2024
Added 23.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,658,124
shares
|
$83.9 Million
0.03% of portfolio
|
Q3 2024
Added 16.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,564,743
shares
|
$79.2 Million
0.05% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,504,784
shares
|
$76.1 Million
0.02% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,260,010
shares
|
$63.7 Million
0.09% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,192,891
shares
|
$60.3 Million
0.1% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
894,998
shares
|
$45.3 Million
0.28% of portfolio
|
Q3 2024
Added 115.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
857,407
shares
|
$43.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
828,641
shares
|
$41.9 Million
0.07% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
707,856
shares
|
$35.8 Million
0.04% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
576,505
shares
|
$29.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
510,279
shares
|
$25.8 Million
8.67% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
427,287
shares
|
$21.6 Million
3.41% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
420,576
shares
|
$21.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
398,473
shares
|
$20.2 Million
4.03% of portfolio
|
Q1 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
393,428
shares
|
$19.9 Million
0.08% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
373,780
shares
|
$18.9 Million
1.1% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
354,072
shares
|
$17.9 Million
7.79% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
313,390
shares
|
$15.9 Million
8.91% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
307,912
shares
|
$15.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
303,499
shares
|
$15.4 Million
0.25% of portfolio
|
Q4 2024
Added 9.25%
|