Latest Institutional Transactions on First Tr Exc Tr Fd Iv Cboe Vst (RDVI)
This table provides information on the latest institutional transactions involving First Tr Exc Tr Fd Iv Cboe Vst (RDVI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-850- 1.94% |
N/A
|
43K
$0
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
197K+ 12.5% |
N/A
|
1.78M
$0
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.95K+ 13.89% |
N/A
|
81.6K
$0
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-915- 3.61% |
N/A
|
24.4K
$0
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$0
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.85K+ 7.56% |
N/A
|
54.8K
$0
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.18K- 15.55% |
N/A
|
22.7K
$0
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
15.4KNew |
N/A
|
15.4K
$0
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
35.4K+ 2023.81% |
N/A
|
37.1K
$0
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14K+ 8.31% |
N/A
|
183K
$0
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
156K+ 61.56% |
N/A
|
409K
$0
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13.6K+ 223.84% |
N/A
|
19.7K
$0
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.15K+ 1.27% |
N/A
|
91.4K
$0
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6K+ 46.88% |
N/A
|
18.8K
$0
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
9.89KNew |
N/A
|
9.89K
$0
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
500New |
N/A
|
500
$0
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
98KNew |
N/A
|
98K
$0
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.83K+ 89.37% |
N/A
|
20.8K
$0
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.56K+ 15.93% |
N/A
|
33.2K
$0
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
50.2K+ 356.54% |
N/A
|
64.3K
$0
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.4K+ 22.06% |
N/A
|
68.5K
$0
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.48K+ 32.4% |
N/A
|
18.3K
$0
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
17.2K+ 46.64% |
N/A
|
54.2K
$0
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
375K+ 4516.61% |
N/A
|
383K
$0
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
329+ 0.77% |
N/A
|
42.8K
$0
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-245- 1.32% |
N/A
|
18.3K
$0
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.16K+ 27.13% |
N/A
|
5.45K
$0
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-655- 0.72% |
N/A
|
89.7K
$0
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5K+ 12.96% |
N/A
|
43.6K
$0
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.4K- 4.25% |
N/A
|
551K
$0
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
455+ 0.83% |
N/A
|
55.5K
$0
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-14.8K- 12.17% |
N/A
|
107K
$0
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
38+ 2.16% |
N/A
|
1.8K
$0
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-306K- 56.62% |
N/A
|
234K
$0
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.3K- 2.67% |
N/A
|
47.5K
$0
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
8.45K+ 18.78% |
N/A
|
53.5K
$0
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
64.6K+ 276.18% |
N/A
|
88K
$0
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
89+ 0.26% |
N/A
|
34K
$0
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14KNew |
N/A
|
14K
$0
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
154K+ 88.57% |
N/A
|
329K
$0
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.5K+ 16.94% |
N/A
|
99.8K
$0
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
18.4K+ 9.01% |
N/A
|
222K
$0
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
34.7K+ 39.1% |
N/A
|
124K
$0
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
36.5KNew |
N/A
|
36.5K
$0
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-28.8K- 65.93% |
N/A
|
14.9K
$0
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-746- 5.56% |
N/A
|
12.7K
$0
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.37K- 6.09% |
N/A
|
67.5K
$0
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
222K+ 17.51% |
N/A
|
1.49M
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
332K+ 255.89% |
N/A
|
462K
$0
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.16K+ 11.18% |
N/A
|
11.5K
$0
|