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 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
123KNew |
$6.08M - $6.6M
|
123K
$6.26M
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
100KNew |
$4.95M - $5.37M
|
100K
$5.09M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.1K+ 9.67% |
$4.29M - $4.66M
|
988K
$50.1M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
68.4KNew |
$3.37M - $3.66M
|
68.4K
$3.47M
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
63.8KNew |
$3.15M - $3.41M
|
63.8K
$3.24M
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
44.3K+ 69.05% |
$2.18M - $2.37M
|
108K
$5.5M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.7K+ 9.38% |
$1.91M - $2.07M
|
451K
$22.9M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
38.2KNew |
$1.88M - $2.04M
|
38.2K
$1.94M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.1K+ 20.57% |
$1.88M - $2.04M
|
223K
$11.3M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.8K+ 46.56% |
$1.77M - $1.92M
|
113K
$5.72M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.5K+ 19.45% |
$1.75M - $1.9M
|
218K
$11.1M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
34.3KNew |
$1.69M - $1.83M
|
34.3K
$1.74M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
25.2K+ 17.28% |
$1.24M - $1.35M
|
171K
$8.67M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
24.7K+ 9.56% |
$1.22M - $1.32M
|
284K
$14.4M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.4K+ 3.94% |
$1.1M - $1.2M
|
591K
$30M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.7K+ 102.65% |
$972K - $1.05M
|
38.9K
$1.97M
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
19KNew |
$939K - $1.02M
|
19K
$966K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18.6K+ 22.61% |
$918K - $996K
|
101K
$5.12M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
14.1KNew |
$695K - $754K
|
14.1K
$715K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
11.5KNew |
$565K - $613K
|
11.5K
$581K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.3K+ 17.51% |
$557K - $604K
|
75.8K
$3.84M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.5KNew |
$520K - $564K
|
10.5K
$535K
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
9.57KNew |
$472K - $512K
|
9.57K
$486K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.09K+ 6.52% |
$448K - $487K
|
149K
$7.54M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.83K+ 2.9% |
$386K - $419K
|
278K
$14.1M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.37K+ 3.92% |
$364K - $395K
|
196K
$9.93M
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5KNew |
$247K - $268K
|
5K
$254K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.74K+ 54.99% |
$234K - $253K
|
13.4K
$678K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.58K+ 29.6% |
$226K - $245K
|
20K
$1.02M
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.41K+ 19.1% |
$218K - $236K
|
27.5K
$1.4M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.31K+ 3.27% |
$212K - $230K
|
136K
$6.91M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
4.24KNew |
$209K - $227K
|
4.24K
$215K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.16K+ 14.08% |
$205K - $222K
|
33.7K
$1.71M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4KNew |
$197K - $214K
|
4K
$203K
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.98K+ 11.36% |
$196K - $213K
|
39K
$1.98M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.97K+ 14.68% |
$196K - $212K
|
31K
$1.57M
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
BUY
|
- |
3.75K+ 2.26% |
$185K - $201K
|
169K
$8.6M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.75K+ 19.5% |
$185K - $201K
|
23K
$1.17M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.34K+ 5.06% |
$165K - $179K
|
69.3K
$3.52M
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.24K+ 4.1% |
$160K - $174K
|
82.3K
$4.18M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.13K+ 2.77% |
$154K - $168K
|
116K
$5.9M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.9K+ 0.84% |
$143K - $155K
|
347K
$17.6M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.44K+ 92.11% |
$120K - $131K
|
5.09K
$258K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.8K+ 7.42% |
$88.6K - $96.1K
|
26K
$1.32M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.48K+ 8.2% |
$72.9K - $79.1K
|
19.5K
$989K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.36K+ 0.36% |
$67.2K - $72.9K
|
379K
$19.2M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.17K+ 826.24% |
$57.5K - $62.3K
|
1.31K
$66.3K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.03K+ 16.93% |
$50.6K - $54.8K
|
7.08K
$359K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
940+ 193.02% |
$46.4K - $50.3K
|
1.43K
$72.4K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
880+ 3.26% |
$43.4K - $47.1K
|
27.9K
$1.42M
|