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 229 institutions that hold shares in the stock, with a total of 39.3 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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
16,982
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.37%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
16,926
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 69.43%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
16,613
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 88.74%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
16,613
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 88.74%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
16,529
shares
|
$0
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
16,305
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
15,952
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 14.43%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
15,951
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
15,782
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 67.79%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
15,346
shares
|
$0
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
15,250
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
15,070
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
15,033
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 16.07%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
14,466
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 22.99%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
14,198
shares
|
$0
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
14,117
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 22.31%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
14,079
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
14,000
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
13,995
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 47.32%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
13,525
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.06%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
13,340
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 25.99%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
12,611
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 27.24%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
12,500
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
11,852
shares
|
$0
0.17% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
11,714
shares
|
$0
0.1% of portfolio
|
Q4 2024
New holding
|