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 327 institutions that hold shares in the stock, with a total of 48.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,500
shares
|
$74,625
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,472
shares
|
$73,232
0.0% of portfolio
|
Q1 2025
Reduced 41.63%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,271
shares
|
$63,232
0.03% of portfolio
|
Q2 2025
Added 51.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,065
shares
|
$52,983
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,050
shares
|
$52,237
0.0% of portfolio
|
Q2 2025
Added 110.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,025
shares
|
$50,993
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
995
shares
|
$49,501
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
970
shares
|
$48,257
0.0% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
932
shares
|
$46,367
0.01% of portfolio
|
Q2 2025
Reduced 50.24%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
726
shares
|
$36,118
0.03% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
700
shares
|
$34,825
0.0% of portfolio
|
Q2 2025
Reduced 26.32%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
500
shares
|
$24,875
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
436
shares
|
$21,691
0.0% of portfolio
|
Q1 2025
Reduced 61.52%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
400
shares
|
$19,900
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
236
shares
|
$11,741
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
230
shares
|
$11,442
0.0% of portfolio
|
Q1 2025
Reduced 42.93%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
192
shares
|
$9,552
0.0% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
132
shares
|
$6,567
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
116
shares
|
$5,771
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
103
shares
|
$5,124
0.0% of portfolio
|
Q1 2025
Reduced 80.93%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
97
shares
|
$4,825
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
45
shares
|
$2,238
0.0% of portfolio
|
Q4 2023
Reduced 57.55%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
27
shares
|
$1,343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$447
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
4
shares
|
$199
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|