Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.2K+ 32.41% |
$289K - $321K
|
25.3K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.84K+ 37.29% |
$272K - $302K
|
21.5K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.64KNew |
$263K - $292K
|
5.64K
$300K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.63KNew |
$263K - $291K
|
5.63K
$300K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.61K+ 62.79% |
$262K - $290K
|
14.5K
$774K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
5.49KNew |
$256K - $284K
|
5.49K
$292K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.28K+ 3.81% |
$246K - $273K
|
144K
$7.65M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.97KNew |
$232K - $257K
|
4.97K
$264K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
4.92KNew |
$230K - $255K
|
4.92K
$262K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.82KNew |
$225K - $249K
|
4.82K
$256K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.8KNew |
$224K - $249K
|
4.8K
$256K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.67K+ 44.35% |
$218K - $242K
|
15.2K
$809K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.66KNew |
$217K - $241K
|
4.66K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
4.6KNew |
$215K - $238K
|
4.6K
$245K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.6KNew |
$214K - $238K
|
4.6K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.42KNew |
$206K - $229K
|
4.42K
$236K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.39K+ 15.96% |
$205K - $227K
|
31.9K
$1.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
4.34KNew |
$202K - $224K
|
4.34K
$231K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.31KNew |
$201K - $223K
|
4.31K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.26K+ 1219.48% |
$198K - $220K
|
4.61K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.01KNew |
$187K - $207K
|
4.01K
$213K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.91K+ 2.8% |
$182K - $202K
|
143K
$7.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.88KNew |
$181K - $200K
|
3.88K
$206K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.83K+ 19.85% |
$179K - $198K
|
23.1K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.55K+ 22.35% |
$166K - $184K
|
19.4K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.54K+ 4.54% |
$165K - $183K
|
81.6K
$4.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.32K+ 16.0% |
$155K - $172K
|
24.1K
$1.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.32K+ 206.16% |
$155K - $172K
|
4.92K
$262K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.8K+ 67.65% |
$130K - $145K
|
6.93K
$369K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.72K+ 20.75% |
$127K - $141K
|
15.8K
$843K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.54K+ 2.93% |
$118K - $131K
|
89.2K
$4.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.54K+ 18.21% |
$118K - $131K
|
16.5K
$876K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.5K+ 40.16% |
$116K - $129K
|
8.72K
$464K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.48KNew |
$116K - $128K
|
2.48K
$132K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.23K+ 25.55% |
$104K - $115K
|
10.9K
$582K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.97K+ 11.88% |
$91.6K - $102K
|
18.5K
$985K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.84K+ 2.12% |
$85.9K - $95.3K
|
88.8K
$4.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
BUY
|
- |
1.78K+ 5.83% |
$82.9K - $91.9K
|
32.3K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.46KNew |
$68.1K - $75.5K
|
1.46K
$77.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.35K+ 11.81% |
$62.9K - $69.7K
|
12.8K
$679K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 28.83% |
$61.6K - $68.3K
|
5.9K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.25K+ 4.32% |
$58.4K - $64.8K
|
30.2K
$1.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.17K+ 2.63% |
$54.7K - $60.7K
|
45.7K
$2.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.15K+ 23.93% |
$53.8K - $59.7K
|
5.97K
$318K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.09KNew |
$51K - $56.6K
|
1.09K
$58.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.02K+ 4.56% |
$47.6K - $52.8K
|
23.4K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
874+ 19.37% |
$40.8K - $45.2K
|
5.39K
$287K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
868+ 17.38% |
$40.5K - $44.9K
|
5.86K
$312K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
861New |
$40.2K - $44.5K
|
861
$45.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
734+ 6.21% |
$34.2K - $38K
|
12.5K
$668K
|