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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
27,443
shares
|
$1.39 Million
0.26% of portfolio
|
Q3 2024
Added 65.54%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
27,049
shares
|
$1.37 Million
0.3% of portfolio
|
Q4 2024
Added 61.23%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
26,568
shares
|
$1.34 Million
0.5% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
25,996
shares
|
$1.32 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
25,443
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
25,322
shares
|
$1.28 Million
0.54% of portfolio
|
Q4 2024
Added 21.32%
|
|
|
Chronos Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
24,225
shares
|
$1.23 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
24,225
shares
|
$1.23 Million
0.93% of portfolio
|
Q1 2024
Added 67.07%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
23,822
shares
|
$1.21 Million
0.13% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
22,549
shares
|
$1.14 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
22,200
shares
|
$1.12 Million
0.79% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,777
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2024
Added 29.26%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
21,763
shares
|
$1.1 Million
0.82% of portfolio
|
Q4 2024
Added 21.24%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
21,742
shares
|
$1.1 Million
0.82% of portfolio
|
Q4 2024
Reduced 78.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
20,918
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
20,458
shares
|
$1.03 Million
0.52% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
19,766
shares
|
$999,961
0.49% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
19,326
shares
|
$977,702
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
19,266
shares
|
$974,666
0.05% of portfolio
|
Q3 2024
Added 102.2%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
18,430
shares
|
$932,373
0.65% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
18,018
shares
|
$911,530
0.08% of portfolio
|
Q3 2024
Reduced 21.03%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
17,807
shares
|
$900,856
0.29% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
17,599
shares
|
$890,333
0.05% of portfolio
|
Q4 2024
Reduced 24.97%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
17,344
shares
|
$877,432
0.13% of portfolio
|
Q4 2024
Reduced 45.2%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
17,096
shares
|
$864,886
0.21% of portfolio
|
Q3 2024
Added 3.41%
|