Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.6K+ 28.67% |
$178K - $191K
|
16.2K
$826K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.44K+ 4.16% |
$170K - $182K
|
86.3K
$4.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.41K+ 3.02% |
$169K - $180K
|
116K
$5.93M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.91KNew |
$144K - $154K
|
2.91K
$149K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.8K+ 1.64% |
$139K - $148K
|
174K
$8.87M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.66K+ 52.33% |
$132K - $141K
|
7.76K
$396K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.11K+ 14.24% |
$104K - $112K
|
16.9K
$864K
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.02K+ 45.12% |
$99.9K - $107K
|
6.49K
$332K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.9K+ 20.88% |
$94.2K - $101K
|
11K
$563K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.85K+ 45.34% |
$91.6K - $97.9K
|
5.93K
$303K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.85K+ 4.75% |
$91.6K - $97.9K
|
40.8K
$2.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.58K+ 22.24% |
$77.9K - $83.4K
|
8.66K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.28KNew |
$63.5K - $67.9K
|
1.28K
$65.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.27K+ 1.68% |
$62.9K - $67.2K
|
77K
$3.93M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.23K+ 8.12% |
$60.7K - $65K
|
16.3K
$835K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
1.1K+ 5.76% |
$54.3K - $58.1K
|
20.1K
$1.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.03K+ 13.45% |
$50.7K - $54.3K
|
8.65K
$442K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1K+ 7.09% |
$49.5K - $52.9K
|
15.1K
$771K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
987+ 4.29% |
$48.8K - $52.3K
|
24K
$1.22M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
986+ 75.5% |
$48.8K - $52.2K
|
2.29K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
887+ 0.88% |
$43.9K - $47K
|
101K
$5.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
838New |
$41.5K - $44.4K
|
838
$42.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
835+ 1.78% |
$41.3K - $44.2K
|
47.7K
$2.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
771+ 3.65% |
$38.2K - $40.8K
|
21.9K
$1.12M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
741+ 14.98% |
$36.7K - $39.2K
|
5.69K
$290K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
625+ 125.0% |
$30.9K - $33.1K
|
1.13K
$57.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
582+ 6.15% |
$28.8K - $30.8K
|
10K
$513K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
500New |
$24.7K - $26.5K
|
500
$25.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
400+ 6.08% |
$19.8K - $21.2K
|
6.98K
$356K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
308+ 1184.62% |
$15.2K - $16.3K
|
334
$17.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
283+ 6.24% |
$14K - $15K
|
4.82K
$246K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
198+ 1.88% |
$9.8K - $10.5K
|
10.7K
$549K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
188+ 3.45% |
$9.3K - $9.95K
|
5.63K
$288K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
147+ 0.53% |
$7.28K - $7.78K
|
27.7K
$1.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
102+ 0.89% |
$5.05K - $5.4K
|
11.6K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
89+ 7.6% |
$4.4K - $4.71K
|
1.26K
$64.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
80New |
$3.96K - $4.24K
|
80
$4.09K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
77+ 11.63% |
$3.81K - $4.08K
|
739
$37.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
52New |
$2.57K - $2.75K
|
52
$2.66K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
49New |
$2.43K - $2.59K
|
49
$2.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
49New |
$2.43K - $2.59K
|
49
$2.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
46New |
$2.28K - $2.44K
|
46
$2.35K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
45+ 0.06% |
$2.23K - $2.38K
|
72.4K
$3.7M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43+ 95.56% |
$2.13K - $2.28K
|
88
$4.49K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43+ 95.56% |
$2.13K - $2.28K
|
88
$4.49K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
22New |
$1.09K - $1.16K
|
22
$1.12K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
21+ 0.44% |
$1.04K - $1.11K
|
4.81K
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20+ 0.5% |
$990 - $1.06K
|
4.02K
$205K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
15+ 0.23% |
$742 - $794
|
6.46K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12+ 0.04% |
$594 - $635
|
31K
$1.58M
|