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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.7K+ 7.4% |
$1.31M - $1.38M
|
387K
$19.4M
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
3.71K+ 12.99% |
$182K - $192K
|
32.2K
$1.62M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.33K- 33.53% |
$410K - $431K
|
16.5K
$827K
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.18K+ 4.65% |
$58.1K - $61.1K
|
26.6K
$1.33M
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-9.02K- 98.04% |
$444K - $467K
|
180
$9.02K
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
42+ 1.3% |
$2.07K - $2.17K
|
3.27K
$164K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.53K- 49.62% |
$370K - $389K
|
7.64K
$383K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-227K- 21.51% |
$11.2M - $11.7M
|
828K
$41.5M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
98+ 1.58% |
$4.82K - $5.07K
|
6.32K
$317K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-14.1K- 61.71% |
$694K - $729K
|
8.75K
$438K
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
11.9KNew |
$587K - $617K
|
11.9K
$598K
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-5.68K- 30.72% |
$279K - $294K
|
12.8K
$641K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.72K+ 7.09% |
$134K - $141K
|
41.1K
$2.06M
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-697- 61.52% |
$34.3K - $36.1K
|
436
$21.9K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
54.2K+ 60.4% |
$2.67M - $2.8M
|
144K
$7.21M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-28.1K- 34.86% |
$1.38M - $1.45M
|
52.4K
$2.63M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.05K+ 11.8% |
$150K - $158K
|
28.9K
$1.45M
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
8.11K+ 17.14% |
$399K - $419K
|
55.4K
$2.78M
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
313+ 3.27% |
$15.4K - $16.2K
|
9.88K
$495K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.11K- 9.28% |
$54.7K - $57.5K
|
10.9K
$544K
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.25K+ 15.18% |
$61.5K - $64.7K
|
9.49K
$475K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
21.6K+ 7.72% |
$1.06M - $1.12M
|
301K
$15.1M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.71K+ 6.81% |
$429K - $451K
|
137K
$6.85M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-23.2K- 5.73% |
$1.14M - $1.2M
|
381K
$19.1M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.46KClosed |
$367K - $386K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-29.1K- 65.12% |
$1.43M - $1.51M
|
15.6K
$782K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
50+ 0.85% |
$2.46K - $2.59K
|
5.96K
$299K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-296K- 6.23% |
$14.5M - $15.3M
|
4.45M
$223M
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
7.26K+ 77.82% |
$357K - $375K
|
16.6K
$831K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
669+ 13.69% |
$32.9K - $34.6K
|
5.56K
$278K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.2K- 20.92% |
$799K - $840K
|
61.3K
$3.07M
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.23K- 23.24% |
$208K - $219K
|
14K
$700K
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.71K+ 21.02% |
$84.4K - $88.7K
|
9.87K
$495K
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
76+ 0.29% |
$3.74K - $3.93K
|
26.5K
$1.33M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
570+ 4.67% |
$28.1K - $29.5K
|
12.8K
$640K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
116New |
$5.71K - $6K
|
116
$5.81K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.2K+ 10.61% |
$157K - $165K
|
33.3K
$1.67M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-67.7K- 62.12% |
$3.33M - $3.5M
|
41.3K
$2.07M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-247K- 41.53% |
$12.2M - $12.8M
|
348K
$17.4M
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
400New |
$19.7K - $20.7K
|
400
$20K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-7.65K- 18.9% |
$377K - $396K
|
32.8K
$1.65M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
176K+ 9.17% |
$8.67M - $9.11M
|
2.1M
$105M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 41.63% |
$51.7K - $54.3K
|
1.47K
$73.8K
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-15.7K- 34.19% |
$771K - $811K
|
30.2K
$1.51M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-353K- 12.03% |
$17.4M - $18.2M
|
2.58M
$129M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
22.8K+ 219.12% |
$1.12M - $1.18M
|
33.2K
$1.67M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13K- 5.63% |
$638K - $671K
|
217K
$10.9M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40+ 0.64% |
$1.97K - $2.07K
|
6.27K
$314K
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
219KNew |
$10.8M - $11.3M
|
219K
$11M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-437- 80.93% |
$21.5K - $22.6K
|
103
$5.16K
|