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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
546+ 6.31% |
$27.5K - $29.2K
|
9.19K
$467K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
540+ 5.5% |
$27.2K - $28.9K
|
10.4K
$526K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
462New |
$23.3K - $24.7K
|
462
$23.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
442+ 3.35% |
$22.3K - $23.6K
|
13.6K
$691K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
185New |
$9.32K - $9.9K
|
185
$9.39K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
132New |
$6.65K - $7.06K
|
132
$6.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
117New |
$5.9K - $6.26K
|
117
$5.94K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
22+ 2.15% |
$1.11K - $1.18K
|
1.04K
$53K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
8New |
$403 - $428
|
8
$406
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
398KNew |
$20.1M - $21.4M
|
398K
$20.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
142K+ 45.27% |
$7.18M - $7.64M
|
456K
$23.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
110K+ 82.1% |
$5.57M - $5.93M
|
245K
$12.4M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.8KNew |
$2.26M - $2.41M
|
44.8K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
27KNew |
$1.36M - $1.45M
|
27K
$1.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
24.4K+ 116.68% |
$1.23M - $1.31M
|
45.3K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.1KNew |
$1.12M - $1.19M
|
22.1K
$1.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
9.73K+ 67.07% |
$491K - $522K
|
24.2K
$1.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.91KNew |
$248K - $264K
|
4.91K
$249K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.1KNew |
$207K - $220K
|
4.1K
$208K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.65K+ 10.17% |
$185K - $196K
|
39.6K
$2.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.68K+ 43.7% |
$135K - $144K
|
8.82K
$448K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.5KNew |
$75.8K - $80.6K
|
1.5K
$76.1K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.4KNew |
$70.7K - $75.2K
|
1.4K
$71.1K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$50.5K - $53.7K
|
1K
$50.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
355+ 3.2% |
$17.9K - $19.1K
|
11.5K
$582K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
330+ 8.52% |
$16.7K - $17.7K
|
4.21K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
212New |
$10.7K - $11.4K
|
212
$10.8K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
151+ 43.27% |
$7.63K - $8.11K
|
500
$25.4K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20New |
$1.01K - $1.07K
|
20
$1.02K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$50.5 - $53.7
|
4.31K
$219K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
83.5KNew |
$3.89M - $4.32M
|
83.5K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.3KNew |
$715K - $794K
|
15.3K
$778K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
12.4KNew |
$577K - $640K
|
12.4K
$628K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12.1KNew |
$563K - $625K
|
12.1K
$613K
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.97KNew |
$232K - $257K
|
4.97K
$252K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.09KNew |
$51K - $56.6K
|
1.09K
$55.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
680New |
$31.7K - $35.2K
|
680
$34.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
500New |
$23.3K - $25.9K
|
500
$25.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
117New |
$5.46K - $6.05K
|
117
$5.94K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$4.66K - $5.17K
|
100
$5.08K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
133KNew |
$6.56M - $7.23M
|
133K
$6.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
50.6KNew |
$2.5M - $2.75M
|
50.6K
$2.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
37.7KNew |
$1.86M - $2.05M
|
37.7K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
15.4K+ 14.03% |
$758K - $835K
|
125K
$6.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
6.2K+ 1240.0% |
$306K - $337K
|
6.7K
$340K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.85KNew |
$289K - $318K
|
5.85K
$297K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1KNew |
$49.4K - $54.4K
|
1K
$50.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
762New |
$37.6K - $41.4K
|
762
$38.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
454+ 986.96% |
$22.4K - $24.7K
|
500
$25.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
193+ 26.12% |
$9.52K - $10.5K
|
932
$47.3K
|
|