Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.11K+ 6.54% |
$203K - $223K
|
67K
$3.4M
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.1K+ 35.51% |
$202K - $223K
|
15.7K
$795K
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.75K+ 9.19% |
$185K - $204K
|
44.6K
$2.26M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.55K+ 3.5% |
$175K - $193K
|
105K
$5.32M
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.28K+ 4.07% |
$162K - $178K
|
83.9K
$4.26M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.06K+ 46.77% |
$151K - $167K
|
9.61K
$488K
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.88K+ 22.17% |
$142K - $157K
|
15.9K
$806K
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.78K+ 46.95% |
$137K - $151K
|
8.71K
$442K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.78K+ 17.2% |
$137K - $151K
|
19K
$962K
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.77K+ 32.01% |
$137K - $150K
|
11.4K
$579K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.7K+ 5.66% |
$133K - $147K
|
50.4K
$2.56M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.46K+ 35.21% |
$121K - $134K
|
9.44K
$479K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.42KNew |
$119K - $131K
|
2.42K
$123K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.31KNew |
$114K - $126K
|
2.31K
$117K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.31K+ 8.65% |
$114K - $125K
|
29K
$1.47M
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.22K+ 13.11% |
$109K - $121K
|
19.1K
$971K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.14KNew |
$105K - $116K
|
2.14K
$108K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.1K+ 19.06% |
$104K - $114K
|
13.1K
$666K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.9K+ 8.66% |
$93.5K - $103K
|
23.8K
$1.21M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.67K+ 34.78% |
$82.5K - $90.9K
|
6.48K
$329K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.67K+ 148.53% |
$82.5K - $90.9K
|
2.8K
$142K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.53K+ 4.0% |
$75.3K - $82.9K
|
39.6K
$2.01M
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.35KNew |
$66.8K - $73.6K
|
1.35K
$68.7K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.24K+ 54.19% |
$61.3K - $67.5K
|
3.53K
$179K
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.05K+ 20.0% |
$51.9K - $57.2K
|
6.31K
$320K
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.01K+ 19.49% |
$50K - $55.1K
|
6.22K
$316K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1KNew |
$49.4K - $54.4K
|
1K
$50.8K
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
843+ 3.03% |
$41.6K - $45.8K
|
28.7K
$1.45M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
762New |
$37.6K - $41.4K
|
762
$38.7K
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
570+ 5.0% |
$28.1K - $31K
|
12K
$607K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
525+ 3.48% |
$25.9K - $28.5K
|
15.6K
$793K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
454+ 986.96% |
$22.4K - $24.7K
|
500
$25.4K
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
404+ 7.04% |
$19.9K - $22K
|
6.14K
$312K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
379+ 30.84% |
$18.7K - $20.6K
|
1.61K
$81.6K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
300+ 612.24% |
$14.8K - $16.3K
|
349
$17.7K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
300+ 612.24% |
$14.8K - $16.3K
|
349
$17.7K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
276New |
$13.6K - $15K
|
276
$14K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
266+ 3.43% |
$13.1K - $14.5K
|
8.02K
$407K
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
234+ 2.33% |
$11.5K - $12.7K
|
10.3K
$522K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
204+ 80.0% |
$10.1K - $11.1K
|
459
$23.3K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
200+ 1.22% |
$9.87K - $10.9K
|
16.5K
$840K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
193+ 26.12% |
$9.52K - $10.5K
|
932
$47.3K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
176+ 1.64% |
$8.69K - $9.57K
|
10.9K
$554K
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
175+ 3.63% |
$8.64K - $9.51K
|
4.99K
$253K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
150New |
$7.4K - $8.16K
|
150
$7.61K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56+ 63.64% |
$2.76K - $3.04K
|
144
$7.31K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
50+ 0.86% |
$2.47K - $2.72K
|
5.88K
$298K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
42+ 0.88% |
$2.07K - $2.28K
|
4.82K
$245K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14+ 1.72% |
$691 - $761
|
827
$42K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11+ 0.24% |
$543 - $598
|
4.56K
$231K
|