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 |
|---|---|---|---|---|---|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
61,509
shares
|
$2.98 Million
1.15% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
61,383
shares
|
$2.97 Million
0.1% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
61,338
shares
|
$2.97 Million
0.04% of portfolio
|
Q1 2025
Reduced 20.92%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
56,802
shares
|
$2.75 Million
0.43% of portfolio
|
Q1 2025
Added 51.74%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Apr 28, 2025 Q1 2025 |
56,390
shares
|
$2.73 Million
2.37% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
55,460
shares
|
$2.68 Million
0.07% of portfolio
|
Q1 2025
Added 21.33%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
55,030
shares
|
$2.66 Million
2.41% of portfolio
|
Q1 2025
Added 20.7%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
54,379
shares
|
$2.63 Million
0.31% of portfolio
|
Q1 2025
Reduced 63.14%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
54,101
shares
|
$2.62 Million
1.31% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
53,792
shares
|
$2.6 Million
0.26% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
53,654
shares
|
$2.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
52,601
shares
|
$2.55 Million
0.07% of portfolio
|
Q1 2025
Added 132.38%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
51,420
shares
|
$2.49 Million
1.28% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
51,388
shares
|
$2.49 Million
0.69% of portfolio
|
Q4 2024
Added 28.32%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
50,599
shares
|
$2.45 Million
1.0% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
50,301
shares
|
$2.44 Million
0.04% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
50,045
shares
|
$2.42 Million
2.79% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
49,847
shares
|
$2.41 Million
0.82% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
49,783
shares
|
$2.41 Million
1.3% of portfolio
|
Q1 2025
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
48,580
shares
|
$2.35 Million
0.3% of portfolio
|
Q4 2024
Added 66.46%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
47,301
shares
|
$2.29 Million
0.59% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
45,276
shares
|
$2.19 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
44,722
shares
|
$2.16 Million
0.07% of portfolio
|
Q4 2024
Added 609.99%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
44,545
shares
|
$2.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 27.3%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
44,318
shares
|
$2.15 Million
0.01% of portfolio
|
Q4 2024
New holding
|