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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.84K+ 38.4% |
$142K - $156K
|
10.2K
$489K
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
11+ 0.2% |
$551 - $605
|
5.6K
$268K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
750New |
$37.5K - $41.3K
|
750
$35.9K
|
|
Q3 2024 | |||||||
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.55K- 26.14% |
$77.3K - $84.2K
|
4.37K
$209K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
950New |
$47.5K - $51.8K
|
950
$45.5K
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.1KNew |
$855K - $931K
|
17.1K
$818K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.73K+ 49.04% |
$137K - $149K
|
8.3K
$397K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
459New |
$23K - $25K
|
459
$22K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-71- 1.35% |
$3.55K - $3.87K
|
5.19K
$249K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
120New |
$6K - $6.54K
|
120
$5.74K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.13KNew |
$56.7K - $61.7K
|
1.13K
$54.2K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.1K- 15.1% |
$305K - $332K
|
34.3K
$1.64M
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
790+ 15.71% |
$39.5K - $43.1K
|
5.82K
$279K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
349New |
$17.5K - $19K
|
349
$16.7K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.01K- 11.98% |
$100K - $109K
|
14.7K
$706K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.21K+ 4.44% |
$60.7K - $66.2K
|
28.6K
$1.37M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
995New |
$49.8K - $54.2K
|
995
$47.6K
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.83KNew |
$241K - $263K
|
4.83K
$231K
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
500New |
$25K - $27.3K
|
500
$23.9K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
9New |
$450 - $491
|
9
$431
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
305New |
$15.3K - $16.6K
|
305
$14.6K
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-355- 8.3% |
$17.8K - $19.3K
|
3.92K
$188K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-19.8K- 83.68% |
$989K - $1.08M
|
3.86K
$185K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
250New |
$12.5K - $13.6K
|
250
$12K
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
4.46KNew |
$223K - $243K
|
4.46K
$213K
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-63.9K- 91.58% |
$3.2M - $3.48M
|
5.88K
$281K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22New |
$1.1K - $1.2K
|
22
$1.05K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-7.24K- 16.2% |
$362K - $394K
|
37.4K
$1.79M
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
3.73KNew |
$187K - $203K
|
3.73K
$179K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
13K+ 70.35% |
$650K - $708K
|
31.4K
$1.51M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.3K+ 0.9% |
$563K - $613K
|
1.26M
$60.3M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
54.5K+ 3.61% |
$2.73M - $2.97M
|
1.56M
$74.9M
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
2.44K+ 8.95% |
$122K - $133K
|
29.7K
$1.42M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.7KNew |
$185K - $201K
|
3.7K
$177K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
94+ 14.87% |
$4.7K - $5.12K
|
726
$34.8K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10.9K+ 65.54% |
$543K - $592K
|
27.4K
$1.31M
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
360New |
$18K - $19.6K
|
360
$17.2K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
43+ 4.64% |
$2.15K - $2.34K
|
970
$46.4K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.47KNew |
$73.9K - $78.4K
|
1.47K
$70.2K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.89KNew |
$95.2K - $101K
|
1.89K
$90.4K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.1K+ 4.29% |
$55.5K - $58.9K
|
26.8K
$1.28M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
546+ 6.31% |
$27.5K - $29.2K
|
9.19K
$440K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.05% |
$101 - $107
|
4.01K
$192K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-492- 7.22% |
$24.8K - $26.3K
|
6.33K
$303K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.29K- 59.47% |
$115K - $122K
|
1.56K
$74.7K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.75K- 74.47% |
$88.2K - $93.6K
|
600
$28.7K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
462New |
$23.3K - $24.7K
|
462
$22.1K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
702New |
$35.4K - $37.6K
|
702
$33.6K
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
442+ 3.35% |
$22.3K - $23.6K
|
13.6K
$652K
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
4KNew |
$202K - $214K
|
4K
$191K
|