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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
108,663
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 101.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
107,646
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 58.98%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
106,547
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 33.56%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
105,367
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 172.53%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
103,833
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 128.49%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
103,450
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
101,919
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
101,011
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
92,476
shares
|
$0
0.07% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
88,397
shares
|
$0
0.34% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
86,847
shares
|
$0
0.35% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
86,125
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 54.6%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
83,651
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
82,162
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
81,389
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
76,697
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 37.55%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
74,971
shares
|
$0
1.37% of portfolio
|
Q2 2025
Added 143.01%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
72,309
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
71,706
shares
|
$0
0.06% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
70,265
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
69,780
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
69,469
shares
|
$0
0.34% of portfolio
|
Q3 2025
Added 72.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
68,876
shares
|
$0
0.03% of portfolio
|
Q3 2025
Added 95.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
67,727
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 15.41%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
65,095
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.68%
|
|