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 239 institutions that hold shares in the stock, with a total of 44.6 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 |
|---|---|---|---|---|---|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
476,310
shares
|
$0
5.16% of portfolio
|
Q2 2025
Reduced 28.76%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
469,604
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 18.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
462,364
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 255.89%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
433,007
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
403,556
shares
|
$0
3.68% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
398,017
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 50.84%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
347,949
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
344,821
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 30.77%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
334,806
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
330,363
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 531.17%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
319,490
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
294,212
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
280,235
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
265,437
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 49.6%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
243,196
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
208,446
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
201,725
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 31.79%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
191,905
shares
|
$0
2.13% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
191,755
shares
|
$0
0.11% of portfolio
|
Q1 2025
Added 40.37%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
187,433
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 85.94%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
181,790
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
166,909
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
162,429
shares
|
$0
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
156,390
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
144,899
shares
|
$0
1.08% of portfolio
|
Q1 2025
Added 3.91%
|