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 273 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 $1.98 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Schubert & CO
|
Aug 06, 2024 Q2 2024 |
27,303
shares
|
$1.48 Million
1.33% of portfolio
|
Q1 2024
Reduced 15.41%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
26,832
shares
|
$1.46 Million
0.12% of portfolio
|
Q2 2024
Added 49.04%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
26,764
shares
|
$1.45 Million
0.24% of portfolio
|
Q2 2024
Added 4.29%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
26,666
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2024
Added 29.04%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
26,615
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2024
Added 15.3%
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
26,254
shares
|
$1.43 Million
0.45% of portfolio
|
Q2 2024
Reduced 7.32%
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
26,176
shares
|
$1.42 Million
0.71% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
26,108
shares
|
$1.42 Million
0.2% of portfolio
|
Q2 2024
Added 0.68%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
26,012
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.07%
|
|
Chronos Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
24,655
shares
|
$1.34 Million
0.69% of portfolio
|
Q2 2024
Added 17.52%
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 25, 2024 Q2 2024 |
24,225
shares
|
$1.32 Million
1.04% of portfolio
|
Q1 2024
Added 67.07%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
23,646
shares
|
$1.28 Million
0.25% of portfolio
|
Q2 2024
Reduced 7.43%
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
23,637
shares
|
$1.28 Million
0.21% of portfolio
|
Q1 2024
Added 1.05%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
23,555
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2024
Added 27.98%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
23,198
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
23,095
shares
|
$1.25 Million
0.13% of portfolio
|
Q2 2024
Added 7.84%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
22,817
shares
|
$1.24 Million
0.1% of portfolio
|
Q2 2024
Added 6.76%
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 30, 2024 Q2 2024 |
21,994
shares
|
$1.19 Million
0.51% of portfolio
|
Q2 2024
Reduced 12.1%
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
21,426
shares
|
$1.16 Million
0.06% of portfolio
|
Q2 2024
Added 15.58%
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 25, 2024 Q2 2024 |
21,217
shares
|
$1.15 Million
0.49% of portfolio
|
Q2 2024
Added 10.84%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 19, 2024 Q2 2024 |
20,772
shares
|
$1.13 Million
0.12% of portfolio
|
Q2 2024
Added 9.54%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
20,180
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
19,943
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2024
Added 56.77%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
19,457
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2024
Reduced 23.86%
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 19, 2024 Q2 2024 |
19,200
shares
|
$1.04 Million
0.72% of portfolio
|
Q1 2024
Added 18.52%
|