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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
480K+ 115.45% |
$24M - $26.1M
|
895K
$47.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
4.81K+ 5.2% |
$240K - $262K
|
97.3K
$5.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6.47KNew |
$323K - $352K
|
6.47K
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-72- 0.81% |
$3.6K - $3.92K
|
8.77K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.08KNew |
$454K - $495K
|
9.08K
$483K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22.7K+ 34.13% |
$1.14M - $1.24M
|
89.3K
$4.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.33K- 18.75% |
$217K - $236K
|
18.8K
$999K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.13KNew |
$56.7K - $61.7K
|
1.13K
$60.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
243K+ 29.27% |
$12.2M - $13.2M
|
1.07M
$57.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.3K+ 147.7% |
$1.31M - $1.43M
|
44K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.1K- 6.75% |
$2.11M - $2.3M
|
582K
$31M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.1K+ 24.99% |
$505K - $550K
|
50.5K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
657+ 15.29% |
$32.9K - $35.8K
|
4.95K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.1KNew |
$706K - $770K
|
14.1K
$752K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
9.8K+ 199.59% |
$490K - $534K
|
14.7K
$783K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.3KNew |
$315K - $343K
|
6.3K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.27K+ 8.52% |
$63.6K - $69.3K
|
16.2K
$862K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.35K- 0.39% |
$167K - $182K
|
857K
$45.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
16.5K+ 21.63% |
$827K - $901K
|
93K
$4.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.8K- 6.5% |
$540K - $588K
|
155K
$8.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
120New |
$6K - $6.54K
|
120
$6.39K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22.4K- 25.05% |
$1.12M - $1.22M
|
67.1K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.01K- 11.98% |
$100K - $109K
|
14.7K
$785K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-201- 0.62% |
$10.1K - $11K
|
32.5K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
665+ 2.3% |
$33.3K - $36.2K
|
29.5K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
62New |
$3.1K - $3.38K
|
62
$3.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
3.29K+ 2.03% |
$165K - $180K
|
165K
$8.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.46K+ 7.51% |
$73.1K - $79.6K
|
20.9K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.71K- 9.14% |
$85.4K - $93.1K
|
17K
$904K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-460- 3.04% |
$23K - $25.1K
|
14.7K
$781K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.21K+ 4.44% |
$60.7K - $66.2K
|
28.6K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
349New |
$17.5K - $19K
|
349
$18.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.67K- 1.63% |
$83.3K - $90.7K
|
100K
$5.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
790+ 15.71% |
$39.5K - $43.1K
|
5.82K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-14.4K- 42.01% |
$721K - $785K
|
19.9K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
7.5KNew |
$375K - $409K
|
7.5K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6KNew |
$300K - $327K
|
6K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.31K+ 25.72% |
$65.5K - $71.3K
|
6.4K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5.66KNew |
$283K - $308K
|
5.66K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
559+ 6.86% |
$28K - $30.5K
|
8.71K
$464K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-18.4K- 20.1% |
$920K - $1M
|
73.1K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.47KNew |
$73.6K - $80.2K
|
1.47K
$78.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
698+ 8.6% |
$34.9K - $38K
|
8.82K
$469K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.74K- 20.95% |
$137K - $149K
|
10.3K
$550K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.74K+ 102.2% |
$487K - $531K
|
19.3K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
70+ 0.1% |
$3.5K - $3.82K
|
70.4K
$3.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.83KNew |
$241K - $263K
|
4.83K
$257K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.1K+ 21.69% |
$1.75M - $1.91M
|
197K
$10.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
610K+ 15.58% |
$30.5M - $33.3M
|
4.53M
$241M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
995New |
$49.8K - $54.2K
|
995
$53K
|