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 277 institutions that hold shares in the stock, with a total of 37.3 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
4,404,744
shares
|
$236 Million
0.02% of portfolio
|
Q2 2024
Added 12.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
4,052,765
shares
|
$217 Million
0.05% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
3,914,986
shares
|
$210 Million
0.1% of portfolio
|
Q2 2024
Added 22.31%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,658,124
shares
|
$88.9 Million
0.03% of portfolio
|
Q3 2024
Added 16.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,564,743
shares
|
$83.9 Million
0.05% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,514,680
shares
|
$81.2 Million
0.02% of portfolio
|
Q2 2024
Added 10.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
1,470,516
shares
|
$78.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 12.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,260,010
shares
|
$67.6 Million
0.09% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
860,754
shares
|
$46.2 Million
0.1% of portfolio
|
Q2 2024
Added 4.96%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
840,699
shares
|
$45.1 Million
1.39% of portfolio
|
Q2 2024
Added 1097.05%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
829,933
shares
|
$44.5 Million
0.06% of portfolio
|
Q2 2024
Added 18.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
828,641
shares
|
$44.4 Million
0.07% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
665,503
shares
|
$35.7 Million
0.04% of portfolio
|
Q2 2024
Reduced 10.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
623,759
shares
|
$33.5 Million
0.08% of portfolio
|
Q2 2024
Added 22.1%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
495,949
shares
|
$26.6 Million
9.51% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
420,576
shares
|
$22.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
419,071
shares
|
$22.5 Million
3.49% of portfolio
|
Q2 2024
Added 101.82%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
415,402
shares
|
$22.3 Million
0.12% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
398,473
shares
|
$21.4 Million
4.03% of portfolio
|
Q1 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
383,993
shares
|
$20.6 Million
0.08% of portfolio
|
Q2 2024
Added 2.25%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
360,911
shares
|
$19.4 Million
1.2% of portfolio
|
Q3 2024
Added 13.28%
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
360,465
shares
|
$19.3 Million
8.38% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
314,956
shares
|
$16.9 Million
0.05% of portfolio
|
Q3 2024
Added 19.02%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
279,822
shares
|
$15 Million
2.24% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
277,814
shares
|
$14.9 Million
0.25% of portfolio
|
Q3 2024
Added 0.74%
|