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 237 institutions that hold shares in the stock, with a total of 44.9 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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
6,889,305
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.27%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,181,684
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 34.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,089,017
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 30.85%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,700,031
shares
|
$0
0.06% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,672,762
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 41.15%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,656,121
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,472,646
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,362,285
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,171,960
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,061,445
shares
|
$0
3.02% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
924,709
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 14.59%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
731,707
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
718,063
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
675,626
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 38.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
671,580
shares
|
$0
0.05% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
668,603
shares
|
$0
7.43% of portfolio
|
Q1 2025
Added 74.81%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
620,431
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
591,620
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
580,680
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 31.02%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
575,752
shares
|
$0
0.04% of portfolio
|
Q2 2025
Added 14.3%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
541,004
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
532,154
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1792.51%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
524,753
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 49.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
512,004
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
508,460
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|