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 274 institutions that hold shares in the stock, with a total of 36.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.96 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Elevated Capital Advisors, LLC
Sandy, UT |
Aug 01, 2024 Q2 2024 |
55,298
shares
|
$2.98 Million
0.82% of portfolio
|
Q2 2024
Reduced 42.38%
|
|
G&S Capital LLC
|
Jul 30, 2024 Q2 2024 |
55,143
shares
|
$2.97 Million
1.18% of portfolio
|
Q2 2024
Added 7.92%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
47,451
shares
|
$2.56 Million
1.41% of portfolio
|
Q2 2024
Added 14.45%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 15, 2024 Q2 2024 |
47,105
shares
|
$2.54 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
45,304
shares
|
$2.44 Million
1.04% of portfolio
|
Q1 2024
Added 116.68%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
44,663
shares
|
$2.41 Million
0.04% of portfolio
|
Q2 2024
Reduced 16.25%
|
|
Cornerstone Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
44,204
shares
|
$2.38 Million
0.18% of portfolio
|
Q2 2024
Added 0.78%
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 30, 2024 Q2 2024 |
43,387
shares
|
$2.34 Million
0.62% of portfolio
|
Q2 2024
Added 43.61%
|
|
True Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
42,337
shares
|
$2.28 Million
0.86% of portfolio
|
Q2 2024
Added 25.79%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
40,400
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2024
Reduced 54.81%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
40,373
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2024
Added 698.83%
|
|
Iams Wealth Management, LLC
Omaha, NE |
Aug 05, 2024 Q2 2024 |
39,472
shares
|
$2.13 Million
1.09% of portfolio
|
Q2 2024
Added 876.55%
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 19, 2024 Q2 2024 |
36,829
shares
|
$1.99 Million
0.3% of portfolio
|
Q2 2024
Reduced 80.98%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
36,215
shares
|
$1.95 Million
0.29% of portfolio
|
Q2 2024
Added 7.48%
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
35,826
shares
|
$1.93 Million
0.94% of portfolio
|
Q2 2024
Added 32.65%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
34,902
shares
|
$1.88 Million
0.22% of portfolio
|
Q2 2024
Added 95.25%
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
34,299
shares
|
$1.85 Million
1.09% of portfolio
|
Q2 2024
Reduced 17.39%
|
|
Delta Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
33,071
shares
|
$1.78 Million
0.42% of portfolio
|
Q2 2024
Added 71.17%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
32,681
shares
|
$1.76 Million
0.06% of portfolio
|
Q2 2024
Added 20.96%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
32,506
shares
|
$1.75 Million
0.69% of portfolio
|
Q2 2024
Reduced 3.59%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
32,184
shares
|
$1.74 Million
0.56% of portfolio
|
Q2 2024
Added 62.63%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
28,877
shares
|
$1.56 Million
0.73% of portfolio
|
Q2 2024
Added 12.73%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
28,750
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2024
Added 6.18%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
27,618
shares
|
$1.49 Million
0.05% of portfolio
|
Q2 2024
Added 4.97%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
27,373
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2024
Added 20.49%
|