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 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-280- 0.88% |
$13.8K - $15K
|
31.5K
$1.55M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-478- 1.78% |
$23.6K - $25.6K
|
26.4K
$1.3M
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-500- 8.33% |
$24.7K - $26.8K
|
5.5K
$271K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-644- 7.06% |
$31.8K - $34.5K
|
8.47K
$417K
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-700- 12.61% |
$34.5K - $37.5K
|
4.85K
$239K
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-711- 11.03% |
$35.1K - $38K
|
5.74K
$282K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-761- 0.65% |
$37.5K - $40.7K
|
116K
$5.72M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-771- 7.45% |
$38K - $41.3K
|
9.58K
$472K
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.21K- 23.38% |
$59.9K - $65K
|
3.98K
$196K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.24KClosed |
$61K - $66.1K
|
0
$0
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.02K- 31.23% |
$99.5K - $108K
|
4.44K
$219K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.02K- 4.44% |
$99.6K - $108K
|
43.4K
$2.14M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.31K- 21.96% |
$114K - $123K
|
8.2K
$404K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.32K- 5.3% |
$114K - $124K
|
41.5K
$2.04M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.67K- 16.13% |
$131K - $143K
|
13.9K
$682K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.87K- 3.35% |
$142K - $154K
|
82.9K
$4.08M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.06K- 17.69% |
$151K - $164K
|
14.2K
$701K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.89K- 7.65% |
$192K - $208K
|
46.9K
$2.31M
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.96K- 50.88% |
$245K - $265K
|
4.79K
$236K
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.03K- 39.84% |
$298K - $323K
|
9.11K
$448K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.2K- 11.01% |
$703K - $762K
|
115K
$5.67M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.8K- 43.22% |
$732K - $794K
|
19.5K
$960K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.9K- 29.66% |
$1.08M - $1.17M
|
52K
$2.56M
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-27.6K- 11.8% |
$1.36M - $1.48M
|
206K
$10.2M
|