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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
   WELLS FARGO & CO/MN 288 - 2024-03-31 3,834,927 $205,974,000 884,332
   LPL FINANCIAL CORP 191 - 2024-03-31 3,200,770 $171,913,000 421,249
   MORGAN STANLEY 909 - 2023-12-31 2,932,037 $151,528,000 877,389
   RAYMOND JAMES & ASSOCIATES 313 - 2024-03-31 1,404,015 $75,410,000 183,546
   ENVESTNET ASSET MANAGEMENT INC 517 - 2023-12-31 1,246,686 $64,429,000 480,752
   UBS Group AG 579 - 2023-12-31 1,211,593 $62,615,000 118,570
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 222 - 2024-03-31 1,074,275 $57,699,000 227,774
   ROYAL BANK OF CANADA 767 - 2023-12-31 784,890 $40,563,000 287,465
   COMMONWEALTH EQUITY SERVICES LLC. 318 - 2024-03-31 654,519 $35,154,000 123,769
   STIFEL FINANCIAL CORP 356 - 2023-12-31 679,387 $35,111,000 315,058
   BB&T CORP 297 - 2023-12-31 634,152 $32,773,000 251,258
   Wagner Wealth Management LLC 2 - 2024-03-31 416,615 $22,376,000 322,783
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 274 - 2024-03-31 342,448 $18,393,000 1,666
   Solitude Financial Services 6 - 2024-03-31 325,639 $17,490,000 94,409
   MML INVESTORS SERVICES LLC 257 - 2023-12-31 322,320 $16,658,000 162,848
   MULTIFINANCIAL SECURITIES CORP 93 - 2023-12-31 314,159 $16,236,000 27,074
   Arkadios Wealth Advisors 14 - 2024-03-31 299,763 $16,100,000 8,241
   Kestra Advisory Services LLC 166 - 2023-12-31 305,345 $15,780,000 68,114
   AE Wealth Management LLC 310 - 2023-12-31 277,799 $14,215,000 146,723
   Ergawealth Advisors Inc. 6 - 2024-03-31 249,858 $13,420,000 47,500
   JANNEY MONTGOMERY SCOTT LLC 493 - 2024-03-31 209,492 $11,252,000 52,956
   SYNOVUS FINANCIAL CORP 92 - 2023-12-31 215,299 $11,127,000 12,088
   Integrated Wealth Concepts LLC 135 - 2023-12-31 209,499 $10,827,000 9,390
   Cetera Investment Advisers 211 - 2023-12-31 207,989 $10,749,000 25,171
   Coppell Advisory Solutions LLC 6 - 2023-12-31 207,644 $10,731,000 206,408
   Pine Valley Investments Ltd Liability Co 28 - 2024-03-31 190,423 $10,228,000 77,707
   Rockefeller Capital Management L.P. 452 - 2023-12-31 197,378 $10,201,000 182,539
   Bullseye Investment Management LLC 5 - 2023-12-31 188,765 $9,755,000 173,939
   H D Vest Advisory Services 176 - 2024-03-31 181,323 $9,739,000 85,175
   Alpha Omega Group Inc. 3 - 2024-03-31 166,844 $8,961,000 11,338
   SlateStone Wealth LLC 31 - 2024-03-31 164,556 $8,838,000 1,024
   BKA Wealth Consulting Inc. 2 - 2024-03-31 154,931 $8,321,000 11,453
   Good Life Advisors LLC 29 - 2024-03-31 151,336 $8,128,000 7,685
   NATIONAL ASSET MANAGEMENT, INC. 109 - 2023-12-31 149,336 $7,718,000 25,308
   Private Advisor Group LLC 328 - 2024-03-31 143,612 $7,713,000 59,795
   Global Assets Advisory LLC 63 - 2024-03-31 402,709 $7,527,000 402,709
   FINANCIAL NETWORK 443 - 2023-12-31 134,425 $6,947,000 44,053
   PSI Advisors LLC 8 - 2024-03-31 126,189 $6,778,000 68,279
   Mach-1 Financial Group Inc. 6 - 2024-03-31 121,408 $6,521,000 11,224
   Sigma Planning Corp 102 - 2024-03-31 112,945 $6,066,000 74,747
   Atria Wealth Solutions Inc. 284 - 2023-12-31 107,855 $5,574,000 25,964
   PROSPERA FINANCIAL SERVICES 125 - 2023-12-31 107,324 $5,547,000 101,978
   Private Advisory Group LLC 27 - 2023-12-31 106,777 $5,518,000 11,277
   Elevated Capital Advisors LLC 16 - 2024-03-31 95,974 $5,155,000 7,131
   PFS Partners LLC 12 - 2024-03-31 87,773 $4,714,000 5,755
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 680 - 2024-03-31 86,795 $4,662,000 26,297
   Goss Wealth Management LLC 401 - 2023-12-31 81,614 $4,169,000 3,544
   Strategic Financial Concepts LLC 31 - 2024-03-31 70,231 $3,772,000 17,232
   Snowden Capital Advisors LLC 198 - 2023-12-31 69,458 $3,590,000 9,679
   N.E.W. Advisory Services LLC 40 - 2024-03-31 64,225 $3,450,000 4,455
   IFP Advisors Inc 138 - 2023-12-31 65,726 $3,397,000 7,367
   TKG Advisors LLC 19 - 2024-03-31 63,233 $3,396,000 6,288
   Capital Investment Advisory Services LLC 70 - 2024-03-31 59,641 $3,203,000 19,379
   NewEdge Wealth LLC 234 - 2024-03-31 61,500 $3,168,000 4,000
   Envestnet Portfolio Solutions Inc. 533 - 2024-03-31 53,432 $2,870,000 7,963
   STEPHENS INC /AR/ 321 - 2023-12-31 55,172 $2,851,000 22,007
   G&S Capital LLC 25 - 2024-03-31 51,097 $2,744,000 6,536
   PARK AVENUE SECURITIES LLC 314 - 2024-03-31 50,945 $2,736,000 40,297
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 110 - 2024-03-31 49,189 $2,642,000 13,362
   HARBOUR INVESTMENTS INC. 193 - 2023-12-31 47,078 $2,433,000 16,820
   Triumph Capital Management 23 - 2024-03-31 45,304 $2,424,000 24,396
   Householder Group Estate & Retirement Specialist L 30 - 2024-03-31 44,305 $2,380,000 38,672
   Raab & Moskowitz Asset Management LLC 41 - 2023-12-31 45,748 $2,364,000 1,173
   Resources Investment Advisors Inc. 306 - 2024-03-31 42,480 $2,282,000 17,726
   BlueChip Wealth Advisors LLC 17 - 2024-03-31 41,459 $2,227,000 21,710
   MARINER WEALTH ADVISORS, LLC 1022 - 2023-12-31 41,761 $2,158,000 17,729
   LINCOLN NATIONAL CORP 315 - 2024-03-31 39,569 $2,125,000 3,654
   Foundations Investment Advisors LLC 220 - 2023-12-31 40,148 $2,071,000 12,081
   SILVER OAK SECURITIES Inc 83 - 2024-03-31 33,694 $1,810,000 6,557
   TrueWealth Advisors LLC 32 - 2024-03-31 33,658 $1,808,000 1,783
   Schubert & Co 5 - 2023-12-31 32,276 $1,668,000 1,777
   Hobart Private Capital LLC 35 - 2024-03-31 30,212 $1,623,000 8,772
   CAPTRUST FINANCIAL ADVISORS 1025 - 2023-12-31 30,234 $1,562,000 1,252
   HBK SORCE ADVISORY LLC 171 - 2024-03-31 27,019 $1,451,000 2,932
   Concurrent Investment Advisors LLC 306 - 2024-03-31 26,310 $1,413,000 2,232
   WEDBUSH MORGAN SECURITIES INC 243 - 2023-12-31 27,105 $1,401,000 8,154
   Patriot Financial Group Insurance Agency LLC 109 - 2024-03-31 25,932 $1,393,000 6,826
   Collaborative Wealth Managment Inc. 35 - 2024-03-31 25,616 $1,376,000 6,186
   Tyler-Stone Wealth Management 32 - 2023-12-31 26,047 $1,346,000 24,693
   Schulz Wealth LTD. 17 - 2024-03-31 24,225 $1,301,000 9,725
   COMERICA BANK 1408 - 2023-12-31 24,660 $1,274,000 8,885
   Lakeview Capital Partners LLC 120 - 2024-03-31 23,637 $1,270,000 245
   Stonebridge Financial Planning Group LLC 43 - 2023-12-31 23,065 $1,192,000 13,075
   PRIVATE TRUST CO NA 185 - 2024-03-31 21,416 $1,150,000 7,821
   Chronos Wealth Management LLC 24 - 2024-03-31 20,980 $1,127,000 650
   JAFFETILCHIN INVESTMENT PARTNERS LLC 121 - 2023-12-31 21,496 $1,111,000 5,839
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 194 - 2024-03-31 20,271 $1,084,000 6,279
   Delta Investment Management LLC 66 - 2024-03-31 19,321 $1,038,000 6,921
   OMNI 360 Wealth Inc. 32 - 2024-03-31 19,200 $1,031,000 3,000
   BARRETT & COMPANY INC. 37 - 2024-03-31 19,142 $1,028,000 3,520
   DAVENPORT & CO LLC 593 - 2024-03-31 19,036 $1,022,000 1,096
   SeaCrest Wealth Management LLC 172 - 2024-03-31 18,963 $1,019,000 456
   Moors & Cabot Inc. 311 - 2024-03-31 18,538 $996,000 6,551
   CWM LLC 848 - 2024-03-31 18,405 $989,000 9,232
   NBC SECURITIES INC. 240 - 2024-03-31 18,003 $966,000 2,806
   Clear Creek Financial Management LLC 150 - 2024-03-31 17,876 $960,000 2,040
   Financial Advocates Investment Management 315 - 2024-03-31 17,723 $952,000 5,273
   HPM Partners LLC - 2023-12-31 17,245 $891,000 17,245
   Herold Advisors Inc. 137 - 2024-03-31 15,637 $840,000 2,528
   Cedrus LLC 46 - 2024-03-31 14,744 $792,000 4,184

  100 Records found
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