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 293 institutions that hold shares in the stock, with a total of 39.6 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
55,346
shares
|
$2.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
54,945
shares
|
$2.77 Million
0.33% of portfolio
|
Q3 2024
Added 51.72%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
54,528
shares
|
$2.75 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
52,123
shares
|
$2.63 Million
1.49% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
50,463
shares
|
$2.55 Million
0.01% of portfolio
|
Q3 2024
Added 24.99%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
49,232
shares
|
$2.49 Million
0.69% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
46,202
shares
|
$2.33 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
45,304
shares
|
$2.29 Million
1.04% of portfolio
|
Q1 2024
Added 116.68%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
45,037
shares
|
$2.27 Million
0.07% of portfolio
|
Q3 2024
Added 63.07%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
44,346
shares
|
$2.24 Million
0.89% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
44,044
shares
|
$2.22 Million
0.05% of portfolio
|
Q3 2024
Added 147.7%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
41,071
shares
|
$2.07 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
41,046
shares
|
$2.07 Million
0.44% of portfolio
|
Q3 2024
Added 26.27%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
40,573
shares
|
$2.05 Million
0.51% of portfolio
|
Q3 2024
Reduced 42.77%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
40,046
shares
|
$2.02 Million
0.78% of portfolio
|
Q3 2024
Added 649.78%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
39,688
shares
|
$2 Million
1.07% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
39,662
shares
|
$2 Million
1.06% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
38,647
shares
|
$1.95 Million
0.58% of portfolio
|
Q3 2024
Added 20.08%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
38,599
shares
|
$1.95 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
37,758
shares
|
$1.91 Million
0.69% of portfolio
|
Q3 2024
Added 418.01%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
37,426
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
36,410
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2024
Added 36.8%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
34,300
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
34,198
shares
|
$1.73 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
32,480
shares
|
$1.64 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.62%
|