Latest Institutional Purchases of Ft Cboe Vest S&P 500 Dividend (KNG)
This list provides information on the latest institutional transactions involving Ft Cboe Vest S&P 500 Dividend (KNG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
314K+ 165.94% |
$15.5M - $16.2M
|
503K
$24.2M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
195KNew |
$9.58M - $10.1M
|
195K
$9.35M
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
82.4K+ 16.15% |
$4.06M - $4.26M
|
593K
$28.5M
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
50.4K+ 17.87% |
$2.48M - $2.61M
|
332K
$16M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
37.8K+ 72.21% |
$1.86M - $1.95M
|
90.1K
$4.33M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
35.3K+ 106909.09% |
$1.74M - $1.83M
|
35.3K
$1.7M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30K+ 132.38% |
$1.47M - $1.55M
|
52.6K
$2.53M
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
19.4K+ 51.74% |
$953K - $1M
|
56.8K
$2.73M
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
12.3KNew |
$606K - $637K
|
12.3K
$591K
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
5.9KNew |
$291K - $305K
|
5.9K
$284K
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.05K+ 28.38% |
$249K - $261K
|
22.9K
$1.1M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.9KNew |
$241K - $253K
|
4.9K
$235K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.76K+ 5.19% |
$234K - $246K
|
96.5K
$4.63M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.19K+ 25.46% |
$206K - $217K
|
20.7K
$992K
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.59K+ 7.64% |
$177K - $186K
|
50.6K
$2.43M
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.12K+ 3.23% |
$153K - $161K
|
99.5K
$4.78M
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.77K+ 3.51% |
$136K - $143K
|
81.7K
$3.92M
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.19K+ 7.39% |
$108K - $113K
|
31.8K
$1.53M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.82K+ 2.64% |
$89.3K - $93.9K
|
70.5K
$3.39M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.72K+ 2.22% |
$84.9K - $89.2K
|
79.4K
$3.81M
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
1.02K+ 11.76% |
$50.1K - $52.6K
|
9.66K
$464K
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
984+ 7.11% |
$48.4K - $50.9K
|
14.8K
$712K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
970+ 2.41% |
$47.7K - $50.2K
|
41.2K
$1.98M
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
872+ 2.06% |
$42.9K - $45.1K
|
43.2K
$2.08M
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
800+ 3.16% |
$39.4K - $41.4K
|
26.1K
$1.25M
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
654+ 4.53% |
$32.2K - $33.8K
|
15.1K
$724K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
564+ 11.99% |
$27.8K - $29.2K
|
5.27K
$253K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
447+ 2.18% |
$22K - $23.1K
|
20.9K
$1M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
426New |
$21K - $22K
|
426
$20.5K
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
398+ 6.67% |
$19.6K - $20.6K
|
6.36K
$306K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
352New |
$17.3K - $18.2K
|
352
$16.9K
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
102+ 2.15% |
$5.02K - $5.28K
|
4.84K
$232K
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
89+ 1.94% |
$4.38K - $4.6K
|
4.68K
$225K
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
62+ 0.38% |
$3.05K - $3.21K
|
16.3K
$780K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
17+ 0.07% |
$837 - $879
|
23.8K
$1.14M
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5+ 0.27% |
$246 - $259
|
1.87K
$90K
|
|
Q4 2024 | |||||||
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.93MNew |
$147M - $161M
|
2.93M
$141M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
613K+ 12.54% |
$30.7M - $33.7M
|
5.5M
$264M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
374K+ 8.27% |
$18.7M - $20.6M
|
4.9M
$235M
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
313KNew |
$15.7M - $17.2M
|
313K
$15.1M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
205K+ 4.51% |
$10.3M - $11.3M
|
4.74M
$228M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
196K+ 11.85% |
$9.84M - $10.8M
|
1.85M
$89.1M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
160K+ 17.92% |
$8.03M - $8.82M
|
1.06M
$50.7M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
157KNew |
$7.88M - $8.66M
|
157K
$7.56M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
148K+ 69.31% |
$7.39M - $8.12M
|
361K
$17.3M
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
145KNew |
$7.27M - $7.98M
|
145K
$6.97M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
144K+ 9.59% |
$7.23M - $7.94M
|
1.65M
$79.2M
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
133KNew |
$6.66M - $7.32M
|
133K
$6.39M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
120K+ 11.19% |
$6.01M - $6.6M
|
1.19M
$57.3M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
96.6K+ 11.66% |
$4.83M - $5.31M
|
925K
$44.4M
|