Latest Institutional Transactions on Ft Cboe Vest S&P 500 Dividend (KNG)
This table provides information on the latest institutional transactions involving Ft Cboe Vest S&P 500 Dividend (KNG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15.6K- 21.83% |
$781K - $851K
|
55.9K
$2.82M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
142+ 1.25% |
$7.1K - $7.74K
|
11.5K
$580K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
950New |
$47.5K - $51.8K
|
950
$48K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
59.1KNew |
$2.96M - $3.22M
|
59.1K
$2.99M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
12.4K+ 6.09% |
$619K - $674K
|
215K
$10.9M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
19.5K+ 202.27% |
$977K - $1.06M
|
29.2K
$1.47M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.7K+ 43.09% |
$135K - $147K
|
8.95K
$452K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-903- 1.92% |
$45.2K - $49.2K
|
46.2K
$2.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.44K+ 2.46% |
$472K - $514K
|
393K
$19.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.1KNew |
$855K - $931K
|
17.1K
$863K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
46+ 1.01% |
$2.3K - $2.51K
|
4.62K
$233K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.3K- 48.92% |
$568K - $619K
|
11.8K
$598K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3.99KNew |
$200K - $218K
|
3.99K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
104K+ 74.31% |
$5.22M - $5.69M
|
245K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.73K+ 49.04% |
$137K - $149K
|
8.3K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.8K+ 36.8% |
$490K - $534K
|
36.4K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42.4K+ 6.36% |
$2.12M - $2.31M
|
708K
$35.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.46K+ 20.08% |
$323K - $352K
|
38.6K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
314+ 1.2% |
$15.7K - $17.1K
|
26.6K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
482K+ 10.95% |
$24.1M - $26.3M
|
4.89M
$247M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
564+ 3.41% |
$28.2K - $30.7K
|
17.1K
$863K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.8K- 9.3% |
$641K - $698K
|
125K
$6.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.4K+ 11.83% |
$1.37M - $1.49M
|
259K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-365- 3.64% |
$18.3K - $19.9K
|
9.67K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
71.3KNew |
$3.57M - $3.89M
|
71.3K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
459New |
$23K - $25K
|
459
$23.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
395+ 4.12% |
$19.8K - $21.5K
|
9.99K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
354K+ 23.36% |
$17.7M - $19.3M
|
1.87M
$94.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.8K+ 5.84% |
$588K - $641K
|
213K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.93K+ 29.26% |
$247K - $269K
|
21.8K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
209+ 1.98% |
$10.5K - $11.4K
|
10.8K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.72K+ 4.0% |
$436K - $475K
|
227K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
30.5K+ 418.01% |
$1.52M - $1.66M
|
37.8K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
23.9K+ 19.4% |
$1.2M - $1.31M
|
147K
$7.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.44K+ 8.48% |
$122K - $133K
|
31.2K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
400+ 6.07% |
$20K - $21.8K
|
6.99K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-486- 3.55% |
$24.3K - $26.5K
|
13.2K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.67K+ 9.85% |
$234K - $255K
|
52.1K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.22K+ 1.96% |
$411K - $448K
|
427K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.84KNew |
$342K - $373K
|
6.84K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
600New |
$30K - $32.7K
|
600
$30.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-604- 1.83% |
$30.2K - $32.9K
|
32.5K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-54- 1.33% |
$2.7K - $2.94K
|
4K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3.99KNew |
$200K - $218K
|
3.99K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-569- 2.19% |
$28.5K - $31K
|
25.4K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.44KNew |
$272K - $296K
|
5.44K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-103K- 76.58% |
$5.14M - $5.6M
|
31.4K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-5.15K- 57.29% |
$258K - $281K
|
3.84K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.93K+ 1.45% |
$197K - $214K
|
274K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.9K+ 21.05% |
$1.1M - $1.19M
|
126K
$6.36M
|