Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of FT CBOE VEST S&P 500 DIVIDEND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.59KNew |
$232K - $246K
|
4.59K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.57KNew |
$231K - $245K
|
4.57K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.48KNew |
$226K - $240K
|
4.48K
$238K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.46K+ 7.45% |
$225K - $239K
|
64.2K
$3.41M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.39KNew |
$222K - $236K
|
4.39K
$233K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.31K+ 49.42% |
$218K - $231K
|
13K
$692K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.18K+ 39.62% |
$211K - $225K
|
14.7K
$783K
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.15KNew |
$210K - $223K
|
4.15K
$221K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.1KNew |
$207K - $220K
|
4.1K
$218K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.04KNew |
$204K - $217K
|
4.04K
$215K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4K+ 6.96% |
$202K - $215K
|
61.5K
$3.27M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.95K+ 17.05% |
$199K - $212K
|
27.1K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.94K+ 17.09% |
$199K - $212K
|
27K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.89K+ 7.58% |
$196K - $209K
|
55.1K
$2.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3.85KNew |
$194K - $207K
|
3.85K
$204K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
3.81KNew |
$192K - $204K
|
3.81K
$202K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.74K+ 7.95% |
$189K - $201K
|
50.8K
$2.7M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.74KNew |
$189K - $201K
|
3.74K
$199K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.65K+ 10.17% |
$185K - $196K
|
39.6K
$2.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.62K+ 782.07% |
$183K - $194K
|
4.08K
$217K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.52K+ 22.53% |
$178K - $189K
|
19.1K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.39K+ 57.53% |
$171K - $182K
|
9.29K
$494K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.09KNew |
$156K - $166K
|
3.09K
$164K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3K+ 18.52% |
$152K - $161K
|
19.2K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.99K+ 347.04% |
$151K - $160K
|
3.85K
$205K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.93K+ 12.17% |
$148K - $157K
|
27K
$1.44M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.92K+ 48.85% |
$147K - $157K
|
8.89K
$472K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.81K+ 18.46% |
$142K - $151K
|
18K
$957K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.68K+ 43.7% |
$135K - $144K
|
8.82K
$469K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.53K+ 58.29% |
$128K - $136K
|
6.87K
$365K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.53K+ 19.28% |
$128K - $136K
|
15.6K
$831K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.42K+ 9.8% |
$122K - $130K
|
27.1K
$1.44M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.23K+ 9.27% |
$113K - $120K
|
26.3K
$1.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.2K+ 45.69% |
$111K - $118K
|
7.02K
$373K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.14K+ 701.64% |
$108K - $115K
|
2.45K
$130K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.11K+ 37.33% |
$106K - $113K
|
7.75K
$412K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.04K+ 12.88% |
$103K - $110K
|
17.9K
$950K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.85KNew |
$93.4K - $99.4K
|
1.85K
$98.3K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 5.59% |
$90K - $95.8K
|
33.7K
$1.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.7K+ 156.39% |
$85.9K - $91.3K
|
2.79K
$148K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.67K+ 0.49% |
$84.1K - $89.5K
|
342K
$18.2M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.65K+ 3.61% |
$83.3K - $88.6K
|
47.4K
$2.52M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.5KNew |
$75.8K - $80.6K
|
1.5K
$79.7K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.4KNew |
$70.7K - $75.2K
|
1.4K
$74.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.13K+ 16.23% |
$56.9K - $60.5K
|
8.06K
$428K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.1K+ 20.43% |
$55.6K - $59.1K
|
6.49K
$345K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.1K+ 6.11% |
$55.3K - $58.9K
|
19K
$1.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.02K+ 0.63% |
$51.7K - $55K
|
165K
$8.74M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.02KNew |
$51.6K - $54.9K
|
1.02K
$54.3K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$50.5K - $53.7K
|
1K
$53.1K
|