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 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
680New |
$31.7K - $35.2K
|
680
$34.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12.1KNew |
$563K - $625K
|
12.1K
$605K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-282- 62.53% |
$13.2K - $14.6K
|
169
$8.47K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
12.4KNew |
$577K - $640K
|
12.4K
$620K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.28K- 31.05% |
$433K - $480K
|
20.6K
$1.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-61- 57.55% |
$2.85K - $3.16K
|
45
$2.26K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
117New |
$5.46K - $6.05K
|
117
$5.86K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.43K- 6.91% |
$113K - $126K
|
32.7K
$1.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.09KNew |
$51K - $56.6K
|
1.09K
$54.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.98KClosed |
$196K - $216K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
15.4K+ 14.03% |
$758K - $835K
|
125K
$6.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
193+ 26.12% |
$9.52K - $10.5K
|
932
$46.7K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 20.0% |
$49.4 - $54.4
|
6
$301
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
50.6KNew |
$2.5M - $2.75M
|
50.6K
$2.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.3K- 3.82% |
$64.4K - $70.9K
|
32.8K
$1.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1KNew |
$49.4K - $54.4K
|
1K
$50.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
454+ 986.96% |
$22.4K - $24.7K
|
500
$25.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.85KNew |
$289K - $318K
|
5.85K
$293K
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
37.7KNew |
$1.86M - $2.05M
|
37.7K
$1.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
762New |
$37.6K - $41.4K
|
762
$38.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-34- 0.71% |
$1.68K - $1.85K
|
4.78K
$240K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-236- 76.87% |
$11.6K - $12.8K
|
71
$3.56K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-323- 2.19% |
$15.9K - $17.6K
|
14.4K
$724K
|
|
|
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
133KNew |
$6.56M - $7.23M
|
133K
$6.66M
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
7.63KNew |
$378K - $404K
|
7.63K
$383K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-1.1K- 7.67% |
$54.3K - $58.1K
|
13.2K
$662K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
22New |
$1.09K - $1.16K
|
22
$1.1K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17- 26.15% |
$838 - $910
|
48
$2.41K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-147- 1.37% |
$7.25K - $7.87K
|
10.6K
$529K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.74K+ 54.99% |
$234K - $253K
|
13.4K
$669K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
404New |
$19.9K - $21.6K
|
404
$20.2K
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-27.6K- 11.8% |
$1.36M - $1.48M
|
206K
$10.3M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
33+ 0.64% |
$1.63K - $1.77K
|
5.2K
$261K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
6New |
$296 - $321
|
6
$301
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
320New |
$15.8K - $17.1K
|
320
$16K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-500- 8.33% |
$24.7K - $26.8K
|
5.5K
$276K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
14New |
$690 - $749
|
14
$702
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.2KNew |
$472K - $561K
|
10.2K
$513K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.12K+ 328.99% |
$328K - $390K
|
9.28K
$465K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-167- 1.74% |
$7.69K - $9.15K
|
9.44K
$473K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
475New |
$21.9K - $26K
|
475
$23.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.6KNew |
$392K - $468K
|
8.6K
$431K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
245New |
$11.2K - $13.3K
|
245
$12.3K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11.9KNew |
$541K - $646K
|
11.9K
$594K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
7+ 1.05% |
$319 - $381
|
676
$33.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
22.6K+ 367.86% |
$1.03M - $1.23M
|
28.8K
$1.44M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.57K- 21.85% |
$71.6K - $85.5K
|
5.62K
$282K
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
9.51KNew |
$434K - $518K
|
9.51K
$477K
|
|
| 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
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.8K- 10.52% |
$86K - $102K
|
15.3K
$768K
|
|