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 332 institutions that hold shares in the stock, with a total of 47.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
29,612
shares
|
$1.5 Million
0.37% of portfolio
|
Q4 2024
Reduced 39.85%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
29,301
shares
|
$1.48 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,587
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
28,534
shares
|
$1.44 Million
0.02% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
28,529
shares
|
$1.44 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
27,923
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
27,443
shares
|
$1.39 Million
0.26% of portfolio
|
Q3 2024
Added 65.54%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
27,049
shares
|
$1.37 Million
0.3% of portfolio
|
Q4 2024
Added 61.23%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
26,375
shares
|
$1.33 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
26,004
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Added 19.41%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
25,863
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
25,415
shares
|
$1.28 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
25,322
shares
|
$1.28 Million
0.54% of portfolio
|
Q4 2024
Added 21.32%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
25,000
shares
|
$1.26 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
24,829
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 18.7%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
24,225
shares
|
$1.22 Million
0.93% of portfolio
|
Q1 2024
Added 67.07%
|
|
|
Chronos Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
24,225
shares
|
$1.22 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
23,968
shares
|
$1.21 Million
0.45% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
23,968
shares
|
$1.21 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
23,822
shares
|
$1.2 Million
0.13% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
22,845
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2024
Added 41.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
22,636
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Added 40321.43%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
22,549
shares
|
$1.14 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
21,763
shares
|
$1.1 Million
0.82% of portfolio
|
Q4 2024
Added 21.24%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
21,742
shares
|
$1.1 Million
0.82% of portfolio
|
Q4 2024
Reduced 78.41%
|