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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,636
shares
|
$1.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 36.33%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
37,435
shares
|
$1.89 Million
0.29% of portfolio
|
Q2 2024
Reduced 48.91%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
36,607
shares
|
$1.85 Million
0.96% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
36,410
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2024
Added 36.8%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
35,134
shares
|
$1.78 Million
0.2% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
34,444
shares
|
$1.74 Million
0.36% of portfolio
|
Q4 2024
Reduced 15.11%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
34,300
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
32,480
shares
|
$1.64 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
32,467
shares
|
$1.64 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
31,698
shares
|
$1.6 Million
0.02% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
31,639
shares
|
$1.6 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
31,447
shares
|
$1.59 Million
0.63% of portfolio
|
Q3 2024
Added 70.35%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
31,445
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 76.58%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
31,419
shares
|
$1.59 Million
0.17% of portfolio
|
Q4 2024
Added 67.43%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
31,316
shares
|
$1.58 Million
0.08% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
31,188
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
29,746
shares
|
$1.5 Million
1.29% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
29,612
shares
|
$1.5 Million
0.37% of portfolio
|
Q4 2024
Reduced 39.85%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
29,542
shares
|
$1.49 Million
0.75% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
29,301
shares
|
$1.48 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
29,184
shares
|
$1.48 Million
0.19% of portfolio
|
Q3 2024
Added 202.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,587
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
28,534
shares
|
$1.44 Million
0.02% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
28,529
shares
|
$1.44 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
27,923
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Added 8.91%
|