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 |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
32,467
shares
|
$1.64 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
31,674
shares
|
$1.6 Million
0.14% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
31,652
shares
|
$1.6 Million
0.26% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
31,506
shares
|
$1.59 Million
0.2% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
31,447
shares
|
$1.59 Million
0.63% of portfolio
|
Q3 2024
Added 70.35%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
31,445
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 76.58%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
31,188
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
29,746
shares
|
$1.5 Million
1.43% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
29,542
shares
|
$1.49 Million
0.75% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
29,184
shares
|
$1.47 Million
0.19% of portfolio
|
Q3 2024
Added 202.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,587
shares
|
$1.44 Million
0.03% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
28,572
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
28,198
shares
|
$1.42 Million
0.08% of portfolio
|
Q3 2024
Added 31.61%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
27,443
shares
|
$1.39 Million
0.26% of portfolio
|
Q3 2024
Added 65.54%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
26,568
shares
|
$1.34 Million
0.5% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
26,088
shares
|
$1.32 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
25,996
shares
|
$1.31 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
25,836
shares
|
$1.3 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
25,639
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
25,443
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Chronos Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
25,005
shares
|
$1.26 Million
0.71% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
24,225
shares
|
$1.22 Million
1.02% of portfolio
|
Q1 2024
Added 67.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
23,991
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Added 70.26%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
23,457
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2024
Added 25.52%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
22,672
shares
|
$1.14 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.12%
|