Purchases and Sales Made in Q4 2025 in 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) during Q4 2025. The information is specifically focused on institutions that hold shares of FIRST TR EXC-TR FD IV CBOE VST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
179KNew |
N/A
|
179K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
75.7K+ 42.77% |
N/A
|
253K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
50.5K+ 8.48% |
N/A
|
646K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
45.1KNew |
N/A
|
45.1K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30.9K+ 7.74% |
N/A
|
431K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
25.4K+ 319.13% |
N/A
|
33.4K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.1K+ 3.25% |
N/A
|
639K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
16.7K+ 162.35% |
N/A
|
26.9K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
16.6K+ 80.85% |
N/A
|
37.1K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
9.56KNew |
N/A
|
9.56K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9.26K+ 25.53% |
N/A
|
45.5K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.73K+ 21.66% |
N/A
|
49K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
7.65KNew |
N/A
|
7.65K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.45KNew |
N/A
|
7.45K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
7.39K+ 18.68% |
N/A
|
47K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.9K+ 8.16% |
N/A
|
78.2K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.57K+ 0.93% |
N/A
|
496K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.39K+ 5.25% |
N/A
|
88K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.79K+ 15.49% |
N/A
|
20.8K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.67K+ 25.97% |
N/A
|
12.9K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.5K+ 50.0% |
N/A
|
7.5K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
1.8K+ 1.4% |
N/A
|
130K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.5K+ 2.61% |
N/A
|
58.9K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
451New |
N/A
|
451
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
216New |
N/A
|
216
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
59+ 0.26% |
N/A
|
22.8K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
13+ 1.49% |
N/A
|
883
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-87- 0.38% |
N/A
|
22.6K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-269- 0.42% |
N/A
|
64.3K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-595- 4.28% |
N/A
|
13.3K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.09K- 2.39% |
N/A
|
44.5K
$0
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.27K- 4.21% |
N/A
|
28.9K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-4.32K- 4.97% |
N/A
|
82.5K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-10.8K- 2.44% |
N/A
|
434K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.9K- 32.68% |
N/A
|
22.5K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-20.1K- 2.89% |
N/A
|
674K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-100K- 91.06% |
N/A
|
9.85K
$0
|
|