Institutional Ownership First Tr Exc Tr Fd Iv Cboe Vst (RDVI)
This table provides information about the institutional ownership of First Tr Exc Tr Fd Iv Cboe Vst (RDVI). We have compiled data on the 267 institutions that hold shares in the stock, with a total of 55 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
9,493
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
9,478
shares
|
$0
0.03% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
9,395
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
8,375
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
8,099
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
7,965
shares
|
$0
0.08% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
7,955
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
7,928
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
7,886
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
7,817
shares
|
$0
0.05% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,000
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 17.65%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
5,724
shares
|
$0
0.05% of portfolio
|
Q3 2025
Added 99.16%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
5,625
shares
|
$0
0.05% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
5,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
4,675
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 22.41%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
4,500
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3,493
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 89.53%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,087
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
3,000
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 77.04%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,810
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
2,293
shares
|
$0
0.04% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,200
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
2,053
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
2,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1,987
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 3.71%
|
|