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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-19.8K- 83.68% |
$989K - $1.08M
|
3.86K
$193K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
250New |
$12.5K - $13.6K
|
250
$12.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
4.46KNew |
$223K - $243K
|
4.46K
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22New |
$1.1K - $1.2K
|
22
$1.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-7.24K- 16.2% |
$362K - $394K
|
37.4K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
54.5K+ 3.61% |
$2.73M - $2.97M
|
1.56M
$78.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.3K+ 0.9% |
$563K - $613K
|
1.26M
$63.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
13K+ 70.35% |
$650K - $708K
|
31.4K
$1.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.7KNew |
$185K - $201K
|
3.7K
$185K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
94+ 14.87% |
$4.7K - $5.12K
|
726
$36.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10.9K+ 65.54% |
$543K - $592K
|
27.4K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
360New |
$18K - $19.6K
|
360
$18K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
43+ 4.64% |
$2.15K - $2.34K
|
970
$48.6K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.47KNew |
$73.9K - $78.4K
|
1.47K
$73.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
546+ 6.31% |
$27.5K - $29.2K
|
9.19K
$461K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.05% |
$101 - $107
|
4.01K
$201K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.29K- 59.47% |
$115K - $122K
|
1.56K
$78.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
462New |
$23.3K - $24.7K
|
462
$23.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
702New |
$35.4K - $37.6K
|
702
$35.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.75K- 74.47% |
$88.2K - $93.6K
|
600
$30.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
442+ 3.35% |
$22.3K - $23.6K
|
13.6K
$683K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
4KNew |
$202K - $214K
|
4K
$200K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
8New |
$403 - $428
|
8
$401
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
540+ 5.5% |
$27.2K - $28.9K
|
10.4K
$519K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-20- 10.81% |
$1.01K - $1.07K
|
165
$8.27K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.24K+ 6051.35% |
$113K - $120K
|
2.28K
$114K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.35K+ 870.0% |
$219K - $233K
|
4.85K
$243K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
22+ 2.15% |
$1.11K - $1.18K
|
1.04K
$52.3K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
132New |
$6.65K - $7.06K
|
132
$6.62K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
151+ 43.27% |
$7.63K - $8.11K
|
500
$25.1K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
398KNew |
$20.1M - $21.4M
|
398K
$20M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
110K+ 82.1% |
$5.57M - $5.93M
|
245K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
142K+ 45.27% |
$7.18M - $7.64M
|
456K
$22.9M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-26- 96.3% |
$1.31K - $1.4K
|
1
$50.1
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
330+ 8.52% |
$16.7K - $17.7K
|
4.21K
$211K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.5KNew |
$75.8K - $80.6K
|
1.5K
$75.2K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.16K- 19.24% |
$58.3K - $62K
|
4.85K
$243K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.65K+ 10.17% |
$185K - $196K
|
39.6K
$1.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$50.5 - $53.7
|
4.31K
$216K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
355+ 3.2% |
$17.9K - $19.1K
|
11.5K
$574K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-50.8K- 90.06% |
$2.57M - $2.73M
|
5.61K
$281K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.1KNew |
$207K - $220K
|
4.1K
$205K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.91KNew |
$248K - $264K
|
4.91K
$246K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
9.73K+ 67.07% |
$491K - $522K
|
24.2K
$1.21M
|
|
| Q4 2023 | |||||||
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.99K- 16.43% |
$279K - $310K
|
30.5K
$1.53M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.97KNew |
$232K - $257K
|
4.97K
$249K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
500New |
$23.3K - $25.9K
|
500
$25.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$4.66K - $5.17K
|
100
$5.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
83.5KNew |
$3.89M - $4.32M
|
83.5K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-537- 41.86% |
$25K - $27.8K
|
746
$37.4K
|
|