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 338 institutions that hold shares in the stock, with a total of 47.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
291,043
shares
|
$14.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
287,391
shares
|
$13.9 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
283,408
shares
|
$13.7 Million
0.17% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
279,838
shares
|
$13.5 Million
0.18% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
278,143
shares
|
$13.5 Million
2.18% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
252,328
shares
|
$12.2 Million
1.28% of portfolio
|
Q1 2025
Added 19.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
236,567
shares
|
$11.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
234,835
shares
|
$11.4 Million
4.61% of portfolio
|
Q1 2025
Reduced 33.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
232,973
shares
|
$11.3 Million
0.15% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
218,516
shares
|
$10.6 Million
7.21% of portfolio
|
Q1 2025
New holding
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
217,703
shares
|
$10.5 Million
5.45% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
217,445
shares
|
$10.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
207,582
shares
|
$10 Million
0.62% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
200,310
shares
|
$9.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
194,579
shares
|
$9.42 Million
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
176,812
shares
|
$8.56 Million
2.92% of portfolio
|
Q1 2025
Added 21.81%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
173,241
shares
|
$8.39 Million
0.21% of portfolio
|
Q4 2024
Added 12.76%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
171,623
shares
|
$8.31 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
160,332
shares
|
$7.76 Million
0.1% of portfolio
|
Q4 2024
Added 124.76%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
158,024
shares
|
$7.65 Million
0.26% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
157,418
shares
|
$7.62 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
143,874
shares
|
$6.96 Million
0.0% of portfolio
|
Q1 2025
Added 60.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
142,989
shares
|
$6.92 Million
0.22% of portfolio
|
Q1 2025
Added 13.11%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
139,406
shares
|
$6.75 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
134,139
shares
|
$6.49 Million
7.33% of portfolio
|
Q1 2025
Added 0.76%
|