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Get Institutions for : 
Ft Cboe S&p 500 Dividend Target Income Etf (KNG)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 215    29
Total shares held : 
25,869,486  
% of shares held : 
59.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  105  
Amount of shares held : 
7,350,417  
% of shares held change : 
  16.98%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
43
 733,741
 2.84%
 
Increased Positions :
114
 7,272,319
 28.11%
 
Unchanged Positions :
20
 177,319
 0.69%
 
Decreased Positions :
38
-233,867
-0.9%
 
Closed Positions :
14
-421,776
-1.63%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Flaharty Asset Management LLC 21 *New 2024-03-31 266,119 $14,293,000 266,119
   Financial Partners Group Inc 20 *New 2024-03-31 193,647 $10,401,000 193,647
   Argent Advisors Inc. 13 *New 2024-03-31 88,543 $4,756,000 88,543
   UNIQUE WEALTH LLC 17 *New 2024-03-31 74,069 $3,978,000 74,069
   MILESTONE ASSET MANAGEMENT LLC 28 *New 2024-03-31 63,375 $3,404,000 63,375
   PCG Wealth Advisors LLC 23 *New 2024-03-31 62,672 $3,366,000 62,672
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1557 *New 2024-03-31 44,789 $2,406,000 44,789
   GOLDMAN SACHS GROUP INC/ 3465 *New 2024-03-31 22,100 $1,187,000 22,100
   Econ Financial Services Corp 59 *New 2024-03-31 17,652 $948,000 17,652
   Y-Intercept (Hong Kong) Ltd 674 *New 2024-03-31 10,010 $538,000 10,010
   ESSEX FINANCIAL SERVICES INC 338 *New 2024-03-31 8,575 $461,000 8,575
   WealthTrust Asset Management LLC 51 *New 2024-03-31 7,549 $405,000 7,549
   Koshinski Asset Management Inc. 441 *New 2024-03-31 5,459 $293,000 5,459
   Baird Financial Group Inc. 1582 *New 2024-03-31 5,054 $271,000 5,054
   FLAGSHIP HARBOR ADVISORS LLC 561 *New 2024-03-31 4,913 $264,000 4,913
   Change Path LLC 760 *New 2024-03-31 4,815 $259,000 4,815
   Onyx Bridge Wealth Group LLC 214 *New 2024-03-31 4,907 $252,000 4,907
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 397 *New 2024-03-31 4,588 $246,000 4,588
   Gladstone Institutional Advisory LLC 571 *New 2024-03-31 4,568 $245,000 4,568
   SRS Capital Advisors Inc. 273 *New 2024-03-31 4,475 $240,000 4,475
   GREAT VALLEY ADVISOR GROUP INC. 664 *New 2024-03-31 4,388 $235,000 4,388
   Peterson Financial Group Inc. 64 *New 2024-03-31 4,151 $223,000 4,151
   Steel Peak Wealth Management LLC 388 *New 2024-03-31 4,100 $220,000 4,100
   IAMS WEALTH MANAGEMENT LLC 114 *New 2024-03-31 4,042 $209,000 4,042
   Next Level Private LLC 125 *New 2024-03-31 3,845 $206,000 3,845
   Carson Advisory Inc. 160 *New 2024-03-31 3,806 $204,000 3,806
   National Wealth Management Group LLC 127 *New 2024-03-31 3,744 $201,000 3,744
   CENTAURUS FINANCIAL INC. 654 *New 2024-03-31 3,093 $166,000 3,093
   Financial Gravity Wealth Inc. 160 *New 2024-03-31 1,850 $99,000 1,850
   MONTAG A & ASSOCIATES INC 516 *New 2024-03-31 1,500 $81,000 1,500
   Hartland & Co. LLC 667 *New 2024-03-31 1,400 $74,000 1,400
   PNC FINANCIAL SERVICES GROUP INC 2949 *New 2024-03-31 1,000 $54,000 1,000
   ALPHAMARK ADVISORS LLC 407 *New 2024-03-31 500 $27,000 500
   Qube Research & Technologies Ltd 3216 *New 2024-03-31 303 $16,000 303
   FMR LLC 4092 *New 2024-03-31 178 $10,000 178
   BANK OF AMERICA CORP /DE/ 6077 *New 2024-03-31 20 $1,000 20

  36 Records found
  1    
  Page 1 of 1
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