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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
64,766
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
64,580
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
63,449
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
62,023
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
61,278
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 78.78%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
60,878
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
60,268
shares
|
$0
0.44% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
58,261
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
58,041
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
57,373
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
57,263
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
56,350
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
55,562
shares
|
$0
0.66% of portfolio
|
Q3 2025
Added 13.29%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
54,788
shares
|
$0
0.04% of portfolio
|
Q3 2025
Added 11.75%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
54,681
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
53,589
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 41.84%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
53,466
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
53,333
shares
|
$0
0.53% of portfolio
|
Q4 2024
Added 24.11%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
51,900
shares
|
$0
0.1% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
48,462
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
46,988
shares
|
$0
0.96% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
45,608
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 21.23%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
45,305
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 62.37%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
44,480
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
44,404
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.05%
|
|