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 170 institutions that hold shares in the stock, with a total of 27.5 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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
249,257
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 8.34%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
234,493
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 56.62%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
226,523
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 19.4%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
222,040
shares
|
$0
2.71% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
205,506
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
200,841
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 16.13%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
199,045
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
168,677
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 15.41%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
123,507
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 39.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
121,559
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 29.72%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
113,044
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
110,615
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
106,749
shares
|
$0
0.59% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
99,787
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 16.94%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
94,300
shares
|
$0
1.32% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
90,248
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 5.8%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
89,732
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
89,147
shares
|
$0
1.32% of portfolio
|
Q2 2024
Added 25.21%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
88,277
shares
|
$0
1.09% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
88,004
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 276.18%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
87,448
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 65.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
81,165
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jul 31, 2024 Q2 2024 |
78,309
shares
|
$0
1.41% of portfolio
|
Q2 2024
Added 19.68%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 23, 2024 Q2 2024 |
74,338
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
73,634
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 22.88%
|