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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
10.2KNew |
$510K - $560K
|
10.2K
$487K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-139- 0.44% |
$6.96K - $7.65K
|
31.3K
$1.5M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.18K+ 60.42% |
$310K - $340K
|
16.4K
$786K
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-349- 2.64% |
$17.5K - $19.2K
|
12.9K
$615K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.31K+ 54.52% |
$216K - $237K
|
12.2K
$584K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.93K+ 73.42% |
$147K - $161K
|
6.92K
$331K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
59K+ 6.89% |
$2.96M - $3.25M
|
916K
$43.9M
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
21.3KNew |
$1.06M - $1.17M
|
21.3K
$1.02M
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
54.7KNew |
$2.74M - $3.01M
|
54.7K
$2.62M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
236New |
$11.8K - $13K
|
236
$11.3K
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2K- 18.87% |
$100K - $110K
|
8.6K
$412K
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.66K+ 4.29% |
$83K - $91.2K
|
40.3K
$1.93M
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.68K+ 66.95% |
$134K - $147K
|
6.68K
$320K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.21K- 3.35% |
$411K - $452K
|
237K
$11.3M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.8K+ 2.74% |
$540K - $594K
|
404K
$19.4M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.5K+ 23.08% |
$776K - $852K
|
82.6K
$3.95M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-112K- 15.88% |
$5.63M - $6.18M
|
595K
$28.5M
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
457+ 4.7% |
$22.9K - $25.1K
|
10.2K
$488K
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-37- 0.34% |
$1.85K - $2.04K
|
10.7K
$514K
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-16.1K- 10.92% |
$806K - $885K
|
131K
$6.28M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-727- 21.48% |
$36.4K - $40K
|
2.66K
$127K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.28K- 17.26% |
$315K - $346K
|
30.1K
$1.44M
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-6.93K- 13.29% |
$347K - $381K
|
45.2K
$2.16M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.6K+ 88.89% |
$180K - $198K
|
7.65K
$366K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-266- 2.24% |
$13.3K - $14.6K
|
11.6K
$554K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.79K- 94.77% |
$490K - $538K
|
540
$25.8K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-512- 78.53% |
$25.6K - $28.2K
|
140
$6.7K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4- 6.45% |
$200 - $220
|
58
$2.78K
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-11.5K- 15.78% |
$577K - $634K
|
61.5K
$2.95M
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
851+ 9.77% |
$42.6K - $46.8K
|
9.56K
$458K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
196K+ 11.85% |
$9.84M - $10.8M
|
1.85M
$88.8M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.26K+ 3.21% |
$113K - $124K
|
72.7K
$3.48M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
205K+ 4.51% |
$10.3M - $11.3M
|
4.74M
$227M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.71K+ 42.68% |
$136K - $149K
|
9.05K
$433K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-971- 9.0% |
$48.6K - $53.4K
|
9.82K
$470K
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.1K+ 41.45% |
$305K - $335K
|
20.8K
$996K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
44.3KNew |
$2.22M - $2.44M
|
44.3K
$2.12M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.91K+ 18.7% |
$196K - $215K
|
24.8K
$1.19M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
374K+ 8.27% |
$18.7M - $20.6M
|
4.9M
$235M
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-193- 0.73% |
$9.66K - $10.6K
|
26.4K
$1.26M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
157KNew |
$7.88M - $8.66M
|
157K
$7.54M
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-553- 1.35% |
$27.7K - $30.4K
|
40.5K
$1.94M
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
810+ 14.88% |
$40.5K - $44.6K
|
6.26K
$299K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
3.23KNew |
$162K - $177K
|
3.23K
$154K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
96.6K+ 11.66% |
$4.83M - $5.31M
|
925K
$44.3M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
160K+ 17.92% |
$8.03M - $8.82M
|
1.06M
$50.5M
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-581- 2.23% |
$29.1K - $32K
|
25.4K
$1.22M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.8K+ 771.5% |
$541K - $594K
|
12.2K
$584K
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.27K+ 4.31% |
$63.7K - $70K
|
30.8K
$1.48M
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
152+ 3.37% |
$7.61K - $8.36K
|
4.66K
$223K
|