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 315 institutions that hold shares in the stock, with a total of 45 Million shares, which have been reported (via 13F filing form) to have a value of $2.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
281,859
shares
|
$14.3 Million
4.23% of portfolio
|
Q4 2024
Added 22.32%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
278,143
shares
|
$14.1 Million
2.18% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
274,317
shares
|
$13.9 Million
0.17% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
258,657
shares
|
$13.1 Million
0.18% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
244,779
shares
|
$12.4 Million
0.09% of portfolio
|
Q3 2024
Added 74.31%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
230,413
shares
|
$11.7 Million
0.1% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
215,557
shares
|
$10.9 Million
0.12% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
212,961
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
211,747
shares
|
$10.7 Million
5.25% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
211,742
shares
|
$10.7 Million
1.04% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
207,582
shares
|
$10.5 Million
0.62% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
189,737
shares
|
$9.61 Million
0.06% of portfolio
|
Q4 2024
Added 22.38%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
189,294
shares
|
$9.59 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
182,474
shares
|
$9.24 Million
0.1% of portfolio
|
Q4 2024
Reduced 94.09%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
181,709
shares
|
$9.2 Million
0.05% of portfolio
|
Q4 2024
Added 56.18%
|
|
|
Alpha Omega Group, Inc.
|
Feb 07, 2025 Q4 2024 |
173,159
shares
|
$8.77 Million
10.4% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
164,564
shares
|
$8.34 Million
0.01% of portfolio
|
Q4 2024
Added 31.74%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
157,418
shares
|
$7.97 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
153,640
shares
|
$7.78 Million
0.22% of portfolio
|
Q3 2024
Reduced 31.76%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
148,301
shares
|
$7.51 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
145,152
shares
|
$7.35 Million
2.36% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
133,126
shares
|
$6.74 Million
7.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
131,268
shares
|
$6.65 Million
11.54% of portfolio
|
Q4 2024
Reduced 10.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
126,417
shares
|
$6.4 Million
0.19% of portfolio
|
Q4 2024
Added 17.4%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
125,900
shares
|
$6.38 Million
0.21% of portfolio
|
Q3 2024
Added 21.05%
|