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 335 institutions that hold shares in the stock, with a total of 48.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,184
shares
|
$56,737
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
1,133
shares
|
$54,293
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
995
shares
|
$47,680
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
970
shares
|
$46,482
0.0% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
950
shares
|
$45,524
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
750
shares
|
$35,940
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
726
shares
|
$34,789
0.03% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
600
shares
|
$28,752
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
600
shares
|
$28,752
0.01% of portfolio
|
Q2 2024
Reduced 74.47%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
595
shares
|
$28,512
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
540
shares
|
$25,876
0.0% of portfolio
|
Q4 2024
Reduced 94.77%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
500
shares
|
$23,960
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
500
shares
|
$23,960
0.0% of portfolio
|
Q3 2023
Added 986.96%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
426
shares
|
$20,413
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
419
shares
|
$20,078
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
390
shares
|
$18,688
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
352
shares
|
$16,867
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
350
shares
|
$16,772
0.01% of portfolio
|
Q1 2025
Reduced 76.67%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
306
shares
|
$14,663
0.0% of portfolio
|
Q4 2024
Added 152.89%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
305
shares
|
$14,615
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
236
shares
|
$11,309
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
185
shares
|
$8,865
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
140
shares
|
$6,708
0.0% of portfolio
|
Q4 2024
Reduced 78.53%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
132
shares
|
$6,325
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
131
shares
|
$6,277
0.0% of portfolio
|
Q4 2024
New holding
|