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 |
|---|---|---|---|---|---|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
22,200
shares
|
$1.12 Million
0.79% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
21,839
shares
|
$1.1 Million
0.67% of portfolio
|
Q3 2024
Added 13.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,777
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2024
Added 29.26%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
21,549
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
20,918
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
20,872
shares
|
$1.05 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
20,202
shares
|
$1.02 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
19,890
shares
|
$1 Million
0.61% of portfolio
|
Q3 2024
Reduced 42.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
19,266
shares
|
$972,933
0.05% of portfolio
|
Q3 2024
Added 102.2%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
19,175
shares
|
$968,337
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
18,765
shares
|
$947,632
0.11% of portfolio
|
Q3 2024
Reduced 18.75%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
18,662
shares
|
$942,431
0.68% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
18,018
shares
|
$909,909
0.08% of portfolio
|
Q3 2024
Reduced 21.03%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
17,950
shares
|
$906,475
0.77% of portfolio
|
Q3 2024
Added 32.04%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
17,469
shares
|
$882,184
0.31% of portfolio
|
Q3 2024
Added 31.89%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
17,162
shares
|
$866,681
0.03% of portfolio
|
Q3 2024
Added 27.34%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
17,096
shares
|
$863,348
0.21% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
17,088
shares
|
$862,944
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
16,978
shares
|
$857,389
0.02% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
16,777
shares
|
$847,238
0.22% of portfolio
|
Q3 2024
Added 45.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
16,199
shares
|
$818,049
0.04% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
15,120
shares
|
$763,560
0.04% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
15,010
shares
|
$758,005
0.04% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
14,740
shares
|
$744,370
0.0% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
14,710
shares
|
$742,855
0.54% of portfolio
|
Q3 2024
Added 199.59%
|