Purchases and Sales Made in Q1 2023 in Ft Cboe Vest S&P 500 Dividend (KNG)
This table provides information about the institutional ownership of Ft Cboe Vest S&P 500 Dividend (KNG) during Q1 2023. The information is specifically focused on institutions that hold shares of FT CBOE VEST S&P 500 DIVIDEND .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
856New |
$42.2K - $45.8K
|
856
$45.6K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
620+ 14.34% |
$30.6K - $33.2K
|
4.95K
$263K
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
611+ 15.56% |
$30.1K - $32.7K
|
4.54K
$242K
|
|
May 11, 2023
Q1 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
545+ 0.37% |
$26.9K - $29.2K
|
147K
$7.82M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
463+ 32.54% |
$22.8K - $24.8K
|
1.89K
$100K
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
459+ 9.67% |
$22.6K - $24.6K
|
5.21K
$277K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
424+ 103.41% |
$20.9K - $22.7K
|
834
$44.4K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
407+ 7.44% |
$20.1K - $21.8K
|
5.88K
$313K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
404New |
$19.9K - $21.6K
|
404
$21.5K
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
379+ 6.11% |
$18.7K - $20.3K
|
6.58K
$350K
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
344+ 4.06% |
$17K - $18.4K
|
8.83K
$470K
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
320New |
$15.8K - $17.1K
|
320
$17K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
292New |
$14.4K - $15.6K
|
292
$15.5K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
255New |
$12.6K - $13.6K
|
255
$13.6K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
221New |
$10.9K - $11.8K
|
221
$11.8K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
107+ 1.49% |
$5.28K - $5.73K
|
7.28K
$388K
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
104+ 1.01% |
$5.13K - $5.57K
|
10.4K
$551K
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
104+ 0.92% |
$5.13K - $5.57K
|
11.5K
$610K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
100+ 1.7% |
$4.93K - $5.35K
|
6K
$319K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
89New |
$4.39K - $4.76K
|
89
$4.74K
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
75+ 0.99% |
$3.7K - $4.01K
|
7.62K
$406K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
60New |
$2.96K - $3.21K
|
60
$3.19K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45New |
$2.22K - $2.41K
|
45
$2.4K
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
44+ 0.85% |
$2.17K - $2.35K
|
5.24K
$279K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34+ 0.05% |
$1.68K - $1.82K
|
72.4K
$3.85M
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
33+ 0.64% |
$1.63K - $1.77K
|
5.2K
$277K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25+ 0.09% |
$1.23K - $1.34K
|
27.9K
$1.48M
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
25+ 0.09% |
$1.23K - $1.34K
|
28.1K
$1.49M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
20+ 0.33% |
$986 - $1.07K
|
6.16K
$328K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17+ 0.1% |
$838 - $910
|
16.4K
$876K
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
15+ 0.23% |
$740 - $803
|
6.45K
$343K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
14New |
$690 - $749
|
14
$745
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
6New |
$296 - $321
|
6
$319
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4+ 0.03% |
$197 - $214
|
15.2K
$808K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.02% |
$98.6 - $107
|
12.6K
$669K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17- 26.15% |
$838 - $910
|
48
$2.56K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25- 0.09% |
$1.23K - $1.34K
|
27.9K
$1.48M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-37- 0.11% |
$1.82K - $1.98K
|
34.4K
$1.83M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-58- 0.27% |
$2.86K - $3.1K
|
21.5K
$1.15M
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-80- 1.92% |
$3.95K - $4.28K
|
4.08K
$217K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-99- 68.75% |
$4.88K - $5.3K
|
45
$2.4K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-100- 2.45% |
$4.93K - $5.35K
|
3.98K
$212K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 6.27% |
$4.93K - $5.35K
|
1.5K
$79.6K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-101- 13.24% |
$4.98K - $5.4K
|
662
$35.2K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-147- 1.37% |
$7.25K - $7.87K
|
10.6K
$562K
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-155- 1.61% |
$7.64K - $8.29K
|
9.46K
$504K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-159Closed |
$7.84K - $8.51K
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-200- 1.31% |
$9.86K - $10.7K
|
15.1K
$805K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-220- 1.03% |
$10.9K - $11.8K
|
21.1K
$1.12M
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-262- 2.25% |
$12.9K - $14K
|
11.4K
$607K
|