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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
44,161
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 32.45%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
44,068
shares
|
$0
0.78% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
43,875
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 13.35%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
43,388
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 30.17%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
43,223
shares
|
$0
0.25% of portfolio
|
Q3 2025
Added 41.66%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
42,192
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
42,192
shares
|
$0
0.04% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
41,738
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 18.88%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
41,367
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 18.26%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
40,310
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
39,567
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
38,901
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 17.44%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
37,306
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 43.38%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 23, 2025 Q3 2025 |
36,279
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 44.5%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
36,125
shares
|
$0
0.73% of portfolio
|
Q3 2025
Added 35.38%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
35,003
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 25.92%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
34,994
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 17.56%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
34,772
shares
|
$0
0.44% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
33,350
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
32,861
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
32,716
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 92.03%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
32,279
shares
|
$0
0.38% of portfolio
|
Q3 2025
Added 27.8%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
31,990
shares
|
$0
0.25% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
31,550
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 13.56%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
30,877
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.19%
|
|