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 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
25KNew |
$1.25M - $1.38M
|
25K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
24KNew |
$1.2M - $1.32M
|
24K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
2.83KNew |
$141K - $155K
|
2.83K
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
6.33KNew |
$317K - $348K
|
6.33K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
457+ 4.7% |
$22.9K - $25.1K
|
10.2K
$511K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.68K+ 66.95% |
$134K - $147K
|
6.68K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.93K+ 73.42% |
$147K - $161K
|
6.92K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
236New |
$11.8K - $13K
|
236
$11.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-727- 21.48% |
$36.4K - $40K
|
2.66K
$133K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4- 6.45% |
$200 - $220
|
58
$2.91K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.71K+ 42.68% |
$136K - $149K
|
9.05K
$454K
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
6.3KNew |
$315K - $347K
|
6.3K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
9.11K+ 134.38% |
$456K - $501K
|
15.9K
$796K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.18KNew |
$59.3K - $65.1K
|
1.18K
$59.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-219- 4.42% |
$11K - $12K
|
4.74K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.6K- 17.63% |
$80.1K - $88K
|
7.48K
$375K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-7.79K- 3.62% |
$390K - $429K
|
208K
$10.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
6.56KNew |
$329K - $361K
|
6.56K
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-21.5K- 36.33% |
$1.08M - $1.18M
|
37.6K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
185+ 152.89% |
$9.26K - $10.2K
|
306
$15.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
419New |
$21K - $23K
|
419
$21K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
503+ 11.65% |
$25.2K - $27.7K
|
4.82K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.2K+ 20.47% |
$60.1K - $66K
|
7.06K
$354K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.03KNew |
$202K - $222K
|
4.03K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-780- 3.12% |
$39K - $42.9K
|
24.2K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3New |
$150 - $165
|
3
$150
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-86- 0.68% |
$4.31K - $4.73K
|
12.5K
$627K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.86K- 24.97% |
$293K - $322K
|
17.6K
$882K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
125+ 1.12% |
$6.26K - $6.88K
|
11.3K
$567K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-328- 13.34% |
$16.4K - $18K
|
2.13K
$107K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.18K- 8.75% |
$59.1K - $64.9K
|
12.3K
$616K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
111+ 60.0% |
$5.56K - $6.11K
|
296
$14.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.25KNew |
$62.6K - $68.8K
|
1.25K
$62.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-79K- 78.41% |
$3.95M - $4.34M
|
21.7K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.7K+ 7872.34% |
$185K - $204K
|
3.75K
$188K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
750New |
$37.5K - $41.3K
|
750
$37.6K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
950New |
$47.5K - $51.8K
|
950
$47.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.1KNew |
$855K - $931K
|
17.1K
$856K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-71- 1.35% |
$3.55K - $3.87K
|
5.19K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.73K+ 49.04% |
$137K - $149K
|
8.3K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.1K- 15.1% |
$305K - $332K
|
34.3K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
120New |
$6K - $6.54K
|
120
$6.01K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
349New |
$17.5K - $19K
|
349
$17.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.21K+ 4.44% |
$60.7K - $66.2K
|
28.6K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
995New |
$49.8K - $54.2K
|
995
$49.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.83KNew |
$241K - $263K
|
4.83K
$242K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
500New |
$25K - $27.3K
|
500
$25.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
305New |
$15.3K - $16.6K
|
305
$15.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
9New |
$450 - $491
|
9
$451
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-355- 8.3% |
$17.8K - $19.3K
|
3.92K
$197K
|
|