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 328 institutions that hold shares in the stock, with a total of 47.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
970
shares
|
$49,266
0.0% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
950
shares
|
$48,250
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
750
shares
|
$38,092
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
726
shares
|
$36,873
0.03% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
600
shares
|
$30,474
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
600
shares
|
$30,474
0.01% of portfolio
|
Q2 2024
Reduced 74.47%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
595
shares
|
$30,220
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
540
shares
|
$27,426
0.0% of portfolio
|
Q4 2024
Reduced 94.77%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
500
shares
|
$25,395
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
500
shares
|
$25,395
0.0% of portfolio
|
Q3 2023
Added 986.96%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
419
shares
|
$21,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
306
shares
|
$15,541
0.0% of portfolio
|
Q4 2024
Added 152.89%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
305
shares
|
$15,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
296
shares
|
$15,033
0.01% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
236
shares
|
$11,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
185
shares
|
$9,396
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
140
shares
|
$7,110
0.0% of portfolio
|
Q4 2024
Reduced 78.53%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
132
shares
|
$6,704
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
131
shares
|
$6,653
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
126
shares
|
$6,399
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
67
shares
|
$3,402
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
58
shares
|
$2,945
0.0% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
45
shares
|
$2,285
0.0% of portfolio
|
Q4 2023
Reduced 57.55%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
33
shares
|
$1,676
0.15% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
27
shares
|
$1,371
0.0% of portfolio
|
Q4 2024
New holding
|