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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
14,424
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
13,912
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
13,811
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 57.23%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
13,118
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
13,041
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
12,754
shares
|
$0
0.42% of portfolio
|
Q3 2025
Added 49.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
12,740
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
12,680
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 62.15%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
12,650
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,248
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 33.16%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
12,219
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,893
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 30.71%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
11,891
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
11,074
shares
|
$0
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
10,905
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
10,732
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
10,272
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Oct 16, 2025 Q3 2025 |
10,265
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
10,260
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
9,769
shares
|
$0
0.2% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
9,750
shares
|
$0
0.1% of portfolio
|
Q2 2024
Added 9650.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
9,654
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,650
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
9,630
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
9,613
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|