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 |
|---|---|---|---|---|---|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
561,816
shares
|
$0
0.48% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
520,737
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 65.07%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
491,177
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
484,327
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 46.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
462,364
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 255.89%
|
|
|
Clarus Group, Inc.
|
Nov 03, 2025 Q3 2025 |
444,379
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
406,424
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
403,556
shares
|
$0
3.68% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
400,024
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.01%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
366,275
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
340,319
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
322,292
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
322,221
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Oct 27, 2025 Q3 2025 |
311,701
shares
|
$0
5.21% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
296,484
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
293,291
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
289,887
shares
|
$0
0.12% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
255,972
shares
|
$0
0.11% of portfolio
|
Q3 2025
Added 11.99%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
252,546
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 88.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
201,464
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 36.94%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
194,310
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 632.64%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
187,609
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
186,024
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
182,604
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 28.32%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
182,126
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 180.34%
|
|