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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
22New |
$1.09K - $1.16K
|
22
$1.17K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-147- 1.37% |
$7.25K - $7.87K
|
10.6K
$561K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17- 26.15% |
$838 - $910
|
48
$2.55K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.74K+ 54.99% |
$234K - $253K
|
13.4K
$710K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
404New |
$19.9K - $21.6K
|
404
$21.5K
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-27.6K- 11.8% |
$1.36M - $1.48M
|
206K
$11M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
33+ 0.64% |
$1.63K - $1.77K
|
5.2K
$276K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
320New |
$15.8K - $17.1K
|
320
$17K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
6New |
$296 - $321
|
6
$319
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-500- 8.33% |
$24.7K - $26.8K
|
5.5K
$292K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
14New |
$690 - $749
|
14
$744
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.2KNew |
$472K - $561K
|
10.2K
$545K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.12K+ 328.99% |
$328K - $390K
|
9.28K
$493K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-167- 1.74% |
$7.69K - $9.15K
|
9.44K
$502K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
475New |
$21.9K - $26K
|
475
$25.3K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.21KNew |
$55.9K - $66.5K
|
1.21K
$64.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
245New |
$11.2K - $13.3K
|
245
$13K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.6KNew |
$392K - $468K
|
8.6K
$457K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11.9KNew |
$541K - $646K
|
11.9K
$631K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
7+ 1.05% |
$319 - $381
|
676
$35.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
22.6K+ 367.86% |
$1.03M - $1.23M
|
28.8K
$1.53M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.57K- 21.85% |
$71.6K - $85.5K
|
5.62K
$299K
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
9.51KNew |
$434K - $518K
|
9.51K
$506K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.58KClosed |
$266K - $315K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-691Closed |
$33K - $39K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
13.1KNew |
$628K - $742K
|
13.1K
$699K
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.8K- 10.52% |
$86K - $102K
|
15.3K
$815K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11KClosed |
$527K - $623K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.53KClosed |
$216K - $256K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
75+ 1.33% |
$3.58K - $4.23K
|
5.71K
$303K
|
|
| Q1 2022 | |||||||
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-219Closed |
$11.4K - $12.6K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
5KNew |
$261K - $287K
|
5K
$266K
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-466Closed |
$24.3K - $26.7K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-19.7KClosed |
$1.03M - $1.13M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.3KNew |
$67.4K - $72.5K
|
1.3K
$69.1K
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.79K- 92.13% |
$142K - $154K
|
238
$12.7K
|
|