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 340 institutions that hold shares in the stock, with a total of 48.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
31,447
shares
|
$1.57 Million
0.63% of portfolio
|
Q3 2024
Added 70.35%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
31,217
shares
|
$1.55 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
31,142
shares
|
$1.55 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
30,997
shares
|
$1.54 Million
0.17% of portfolio
|
Q1 2025
Reduced 11.77%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
30,356
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
30,168
shares
|
$1.5 Million
0.79% of portfolio
|
Q1 2025
Reduced 34.19%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
30,072
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
29,550
shares
|
$1.47 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
28,916
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,587
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
27,551
shares
|
$1.37 Million
0.3% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
27,443
shares
|
$1.37 Million
0.26% of portfolio
|
Q3 2024
Added 65.54%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
27,210
shares
|
$1.36 Million
1.45% of portfolio
|
Q1 2025
Added 27.95%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
26,963
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
26,596
shares
|
$1.32 Million
0.56% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
26,486
shares
|
$1.32 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
26,451
shares
|
$1.32 Million
0.48% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
26,122
shares
|
$1.3 Million
0.57% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
25,255
shares
|
$1.26 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
25,000
shares
|
$1.25 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
24,775
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 44.1%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
24,318
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
24,225
shares
|
$1.21 Million
0.89% of portfolio
|
Q1 2024
Added 67.07%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
22,861
shares
|
$1.14 Million
0.32% of portfolio
|
Q1 2025
Added 28.38%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
22,606
shares
|
$1.13 Million
0.2% of portfolio
|
Q1 2025
Added 200.09%
|