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 |
|---|---|---|---|---|---|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
11,490
shares
|
$581,279
0.19% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
11,459
shares
|
$579,710
0.48% of portfolio
|
Q1 2024
Added 3.2%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
11,438
shares
|
$578,648
0.07% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
11,307
shares
|
$572,021
0.22% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
10,994
shares
|
$556,186
0.03% of portfolio
|
Q4 2024
Reduced 27.29%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
10,990
shares
|
$555,984
0.22% of portfolio
|
Q4 2024
Added 24.6%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
10,918
shares
|
$552,341
0.04% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
10,794
shares
|
$546,068
0.14% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
10,771
shares
|
$544,904
0.25% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
10,601
shares
|
$536,304
0.21% of portfolio
|
Q3 2024
Reduced 51.8%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
10,566
shares
|
$534,533
0.04% of portfolio
|
Q4 2024
Reduced 27.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
10,328
shares
|
$522,493
0.0% of portfolio
|
Q3 2024
Reduced 20.95%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,234
shares
|
$517,738
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
10,221
shares
|
$517,080
0.12% of portfolio
|
Q4 2024
Added 38.4%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
10,115
shares
|
$511,717
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,990
shares
|
$505,394
0.0% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
9,962
shares
|
$503,977
0.33% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
9,908
shares
|
$501,245
0.01% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
9,733
shares
|
$492,392
0.38% of portfolio
|
Q3 2024
Added 29.6%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
9,513
shares
|
$481,262
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
9,302
shares
|
$470,588
0.24% of portfolio
|
Q4 2024
Added 64.46%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,288
shares
|
$469,879
0.04% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
9,261
shares
|
$468,513
0.01% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
9,202
shares
|
$465,529
0.67% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,193
shares
|
$465,073
0.01% of portfolio
|
Q2 2024
Added 6.31%
|