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 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.82K- 9.21% |
$132K - $146K
|
27.8K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.84K- 9.81% |
$133K - $147K
|
26.1K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.19K- 1.91% |
$149K - $165K
|
164K
$8.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.51K- 8.94% |
$210K - $233K
|
45.9K
$2.33M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.99K- 16.43% |
$279K - $310K
|
30.5K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-6.73K- 8.95% |
$314K - $348K
|
68.5K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.99K- 16.46% |
$326K - $362K
|
35.5K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.28K- 9.75% |
$386K - $429K
|
76.7K
$3.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.28K- 31.05% |
$433K - $480K
|
20.6K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 51.14% |
$508K - $564K
|
10.4K
$529K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-14K- 20.84% |
$651K - $722K
|
53K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-16.5K- 41.61% |
$769K - $853K
|
23.1K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-21.2K- 31.76% |
$987K - $1.09M
|
45.5K
$2.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-21.2K- 52.88% |
$988K - $1.1M
|
18.9K
$958K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-81.4K- 97.76% |
$3.79M - $4.21M
|
1.87K
$94.8K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-709K- 98.06% |
$33.1M - $36.7M
|
14K
$710K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.47M- 33.43% |
$68.7M - $76.2M
|
2.93M
$149M
|