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 |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-996- 4.58% |
$49K - $51.5K
|
20.8K
$1.04M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
67New |
$3.3K - $3.47K
|
67
$3.36K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.34K- 4.1% |
$65.7K - $69.1K
|
31.2K
$1.56M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
20.6K+ 146.3% |
$1.01M - $1.06M
|
34.6K
$1.74M
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-795- 6.94% |
$39.1K - $41.1K
|
10.7K
$534K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87.9K+ 19.64% |
$4.33M - $4.55M
|
535K
$26.8M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.48KNew |
$221K - $232K
|
4.48K
$225K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-556- 1.75% |
$27.4K - $28.8K
|
31.1K
$1.56M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
536+ 11.55% |
$26.4K - $27.7K
|
5.18K
$259K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
9.01KNew |
$444K - $466K
|
9.01K
$452K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
50.4K+ 17.87% |
$2.48M - $2.61M
|
332K
$16.7M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.82K+ 2.64% |
$89.3K - $93.9K
|
70.5K
$3.53M
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.77K+ 3.51% |
$136K - $143K
|
81.7K
$4.09M
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.45K+ 23.33% |
$71.5K - $75.2K
|
7.68K
$385K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
970+ 2.41% |
$47.7K - $50.2K
|
41.2K
$2.06M
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-98- 1.17% |
$4.82K - $5.07K
|
8.3K
$416K
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.15K- 76.67% |
$56.6K - $59.5K
|
350
$17.5K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.21K- 56.47% |
$306K - $321K
|
4.79K
$240K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
426New |
$21K - $22K
|
426
$21.4K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-17.2K- 17.55% |
$846K - $890K
|
80.8K
$4.05M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
195KNew |
$9.58M - $10.1M
|
195K
$9.75M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.09K- 10.27% |
$53.4K - $56.1K
|
9.48K
$475K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.9KNew |
$241K - $253K
|
4.9K
$246K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.53K- 18.44% |
$125K - $131K
|
11.2K
$562K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
447+ 2.18% |
$22K - $23.1K
|
20.9K
$1.05M
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
62+ 0.38% |
$3.05K - $3.21K
|
16.3K
$814K
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
654+ 4.53% |
$32.2K - $33.8K
|
15.1K
$756K
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
398+ 6.67% |
$19.6K - $20.6K
|
6.36K
$319K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
564+ 11.99% |
$27.8K - $29.2K
|
5.27K
$264K
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
12.3KNew |
$606K - $637K
|
12.3K
$617K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.19K+ 25.46% |
$206K - $217K
|
20.7K
$1.04M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
102+ 2.15% |
$5.02K - $5.28K
|
4.84K
$242K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
17+ 0.07% |
$837 - $879
|
23.8K
$1.19M
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
352New |
$17.3K - $18.2K
|
352
$17.6K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.76K+ 5.19% |
$234K - $246K
|
96.5K
$4.84M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.72K+ 2.22% |
$84.9K - $89.2K
|
79.4K
$3.98M
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
1.02K+ 11.76% |
$50.1K - $52.6K
|
9.66K
$484K
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.19K+ 7.39% |
$108K - $113K
|
31.8K
$1.59M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.2K- 7.11% |
$2.76M - $3.04M
|
721K
$36.1M
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
13.3KNew |
$666K - $731K
|
13.3K
$666K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.48K+ 9.79% |
$274K - $301K
|
61.4K
$3.08M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
390New |
$19.5K - $21.5K
|
390
$19.5K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-42- 0.51% |
$2.1K - $2.31K
|
8.16K
$409K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.6K- 11.32% |
$80K - $87.9K
|
12.5K
$628K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
27New |
$1.35K - $1.49K
|
27
$1.35K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.24KNew |
$212K - $233K
|
4.24K
$213K
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.8KNew |
$240K - $264K
|
4.8K
$241K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-5- 0.83% |
$250 - $275
|
595
$29.8K
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
6.51KNew |
$326K - $358K
|
6.51K
$326K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.2KNew |
$1.56M - $1.72M
|
31.2K
$1.56M
|