Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
877K+ 42.7% |
$40.9M - $45.4M
|
2.93M
$149M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
846K+ 40.2% |
$39.5M - $43.8M
|
2.95M
$150M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
723KNew |
$33.7M - $37.4M
|
723K
$36.7M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
680K+ 32.39% |
$31.7M - $35.2M
|
2.78M
$141M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
481K+ 62.77% |
$22.4M - $24.9M
|
1.25M
$63.3M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
455K+ 59.41% |
$21.2M - $23.5M
|
1.22M
$61.9M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
315K+ 86.48% |
$14.7M - $16.3M
|
679K
$34.5M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
301K+ 55.26% |
$14.1M - $15.6M
|
847K
$43M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
287K+ 57.79% |
$13.4M - $14.9M
|
785K
$39.8M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
251K+ 65.62% |
$11.7M - $13M
|
634K
$32.2M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
249K+ 273.08% |
$11.6M - $12.9M
|
341K
$17.3M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
206K+ 16699.68% |
$9.63M - $10.7M
|
208K
$10.5M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
183K+ 1230.13% |
$8.51M - $9.44M
|
197K
$10M
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
174K+ 1173.2% |
$8.11M - $9M
|
189K
$9.58M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
163K+ 102.12% |
$7.6M - $8.43M
|
322K
$16.4M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
160K+ 42.07% |
$7.44M - $8.26M
|
539K
$27.3M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
147K+ 111.94% |
$6.84M - $7.59M
|
278K
$14.1M
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
144K+ 246.5% |
$6.71M - $7.45M
|
202K
$10.3M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
119K+ 10.85% |
$5.53M - $6.13M
|
1.21M
$61.5M
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
110KNew |
$5.14M - $5.7M
|
110K
$5.59M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
102K+ 1907.56% |
$4.76M - $5.28M
|
107K
$5.45M
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
83.5KNew |
$3.89M - $4.32M
|
83.5K
$4.24M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
81.2K+ 542.57% |
$3.79M - $4.2M
|
96.1K
$4.88M
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
75.4K+ 190.9% |
$3.52M - $3.9M
|
115K
$5.83M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
68.1K+ 28.71% |
$3.18M - $3.52M
|
305K
$15.5M
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
61.5KNew |
$2.87M - $3.18M
|
61.5K
$3.12M
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
59.8KNew |
$2.79M - $3.09M
|
59.8K
$3.03M
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
56.9KNew |
$2.66M - $2.95M
|
56.9K
$2.89M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
55.8K+ 354.32% |
$2.6M - $2.89M
|
71.5K
$3.63M
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
51.3KNew |
$2.39M - $2.65M
|
51.3K
$2.6M
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
46.1K+ 389.77% |
$2.15M - $2.38M
|
57.9K
$2.94M
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
44.6KNew |
$2.08M - $2.31M
|
44.6K
$2.26M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44.1K+ 48.75% |
$2.05M - $2.28M
|
134K
$6.82M
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
32K+ 131.46% |
$1.49M - $1.66M
|
56.4K
$2.86M
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31KNew |
$1.45M - $1.6M
|
31K
$1.57M
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
30.6KNew |
$1.43M - $1.58M
|
30.6K
$1.55M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.9K+ 22.63% |
$1.35M - $1.49M
|
157K
$7.94M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.5K+ 5.68% |
$1.33M - $1.48M
|
531K
$26.9M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28.4K+ 288.98% |
$1.32M - $1.47M
|
38.2K
$1.94M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.1K+ 86.8% |
$1.31M - $1.45M
|
60.5K
$3.07M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.1K+ 9.43% |
$1.26M - $1.4M
|
314K
$15.9M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
26.5K+ 46.16% |
$1.23M - $1.37M
|
83.8K
$4.25M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26K+ 31.71% |
$1.21M - $1.34M
|
108K
$5.47M
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
25.3K+ 20.41% |
$1.18M - $1.31M
|
149K
$7.58M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.2K+ 13.77% |
$1.17M - $1.3M
|
208K
$10.6M
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
24.7K+ 1823.71% |
$1.15M - $1.28M
|
26K
$1.32M
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.1KNew |
$1.12M - $1.25M
|
24.1K
$1.22M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
22K+ 66.36% |
$1.03M - $1.14M
|
55.2K
$2.8M
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
21.4KNew |
$1M - $1.11M
|
21.4K
$1.09M
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
20.9KNew |
$975K - $1.08M
|
20.9K
$1.06M
|