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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-20- 10.81% |
$1.01K - $1.07K
|
165
$7.92K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.35K+ 870.0% |
$219K - $233K
|
4.85K
$233K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
22+ 2.15% |
$1.11K - $1.18K
|
1.04K
$50.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
117New |
$5.9K - $6.26K
|
117
$5.62K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
132New |
$6.65K - $7.06K
|
132
$6.34K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
151+ 43.27% |
$7.63K - $8.11K
|
500
$24K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.1KNew |
$1.12M - $1.19M
|
22.1K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
398KNew |
$20.1M - $21.4M
|
398K
$19.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
142K+ 45.27% |
$7.18M - $7.64M
|
456K
$21.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
110K+ 82.1% |
$5.57M - $5.93M
|
245K
$11.8M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-26- 96.3% |
$1.31K - $1.4K
|
1
$48
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
330+ 8.52% |
$16.7K - $17.7K
|
4.21K
$202K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.5KNew |
$75.8K - $80.6K
|
1.5K
$72K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.65K+ 10.17% |
$185K - $196K
|
39.6K
$1.9M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.16K- 19.24% |
$58.3K - $62K
|
4.85K
$233K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$50.5 - $53.7
|
4.31K
$207K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
355+ 3.2% |
$17.9K - $19.1K
|
11.5K
$550K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-52.5K- 73.4% |
$2.65M - $2.82M
|
19K
$914K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-50.8K- 90.06% |
$2.57M - $2.73M
|
5.61K
$269K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.1KNew |
$207K - $220K
|
4.1K
$197K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.91KNew |
$248K - $264K
|
4.91K
$236K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
9.73K+ 67.07% |
$491K - $522K
|
24.2K
$1.16M
|
|
| Q4 2023 | |||||||
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.99K- 16.43% |
$279K - $310K
|
30.5K
$1.46M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.97KNew |
$232K - $257K
|
4.97K
$239K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
500New |
$23.3K - $25.9K
|
500
$24K
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
83.5KNew |
$3.89M - $4.32M
|
83.5K
$4.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$4.66K - $5.17K
|
100
$4.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-537- 41.86% |
$25K - $27.8K
|
746
$35.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
680New |
$31.7K - $35.2K
|
680
$32.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12.1KNew |
$563K - $625K
|
12.1K
$580K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-282- 62.53% |
$13.2K - $14.6K
|
169
$8.12K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
12.4KNew |
$577K - $640K
|
12.4K
$594K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.28K- 31.05% |
$433K - $480K
|
20.6K
$989K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-61- 57.55% |
$2.85K - $3.16K
|
45
$2.16K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
117New |
$5.46K - $6.05K
|
117
$5.62K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.43K- 6.91% |
$113K - $126K
|
32.7K
$1.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.09KNew |
$51K - $56.6K
|
1.09K
$52.5K
|
|
| 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
$6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
193+ 26.12% |
$9.52K - $10.5K
|
932
$44.8K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 20.0% |
$49.4 - $54.4
|
6
$288
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
50.6KNew |
$2.5M - $2.75M
|
50.6K
$2.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.3K- 3.82% |
$64.4K - $70.9K
|
32.8K
$1.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1KNew |
$49.4K - $54.4K
|
1K
$48K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.85KNew |
$289K - $318K
|
5.85K
$281K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
454+ 986.96% |
$22.4K - $24.7K
|
500
$24K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
6.2K+ 1240.0% |
$306K - $337K
|
6.7K
$322K
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
37.7KNew |
$1.86M - $2.05M
|
37.7K
$1.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
762New |
$37.6K - $41.4K
|
762
$36.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-34- 0.71% |
$1.68K - $1.85K
|
4.78K
$230K
|
|