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 |
---|---|---|---|---|---|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
8,952
shares
|
$452,881
0.05% of portfolio
|
Q3 2024
Added 43.09%
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
8,818
shares
|
$446,102
0.36% of portfolio
|
Q3 2024
Added 8.6%
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
8,713
shares
|
$440,790
0.05% of portfolio
|
Q3 2024
Added 6.86%
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
8,647
shares
|
$437,451
0.12% of portfolio
|
Q4 2024
Added 2.72%
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
8,502
shares
|
$430,116
0.2% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
8,400
shares
|
$424,956
0.17% of portfolio
|
Q4 2024
Added 22.88%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,300
shares
|
$419,897
0.02% of portfolio
|
Q3 2024
Added 49.04%
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
8,206
shares
|
$415,141
0.03% of portfolio
|
Q3 2024
Reduced 11.53%
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
7,896
shares
|
$399,458
0.04% of portfolio
|
Q3 2024
Reduced 20.21%
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
7,838
shares
|
$396,524
0.04% of portfolio
|
Q3 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
7,830
shares
|
$396,119
0.03% of portfolio
|
Q3 2024
Reduced 17.17%
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,703
shares
|
$389,694
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,654
shares
|
$387,215
0.01% of portfolio
|
Q4 2024
New holding
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
7,540
shares
|
$381,448
0.0% of portfolio
|
Q3 2024
Added 66.08%
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
7,531
shares
|
$380,993
0.22% of portfolio
|
Q3 2024
New holding
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
7,500
shares
|
$379,425
0.25% of portfolio
|
Q3 2024
New holding
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
7,477
shares
|
$378,261
0.17% of portfolio
|
Q4 2024
Reduced 17.63%
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
7,415
shares
|
$375,124
0.36% of portfolio
|
Q4 2024
New holding
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
7,253
shares
|
$366,929
0.34% of portfolio
|
Q4 2024
New holding
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
7,246
shares
|
$366,575
0.02% of portfolio
|
Q4 2024
Added 13.24%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
7,062
shares
|
$357,266
0.01% of portfolio
|
Q4 2024
Added 20.47%
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
7,038
shares
|
$356,052
0.05% of portfolio
|
Q4 2024
Added 0.95%
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
6,985
shares
|
$353,371
0.19% of portfolio
|
Q3 2024
Added 6.07%
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
6,977
shares
|
$352,966
0.05% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
6,887
shares
|
$348,413
0.03% of portfolio
|
Q4 2024
Added 7.21%
|