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 238 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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
144,676
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 18.56%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
137,672
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 85.69%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
132,218
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
130,763
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 13.23%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
130,124
shares
|
$0
1.54% of portfolio
|
Q1 2025
Added 27.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
128,715
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 163.9%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
123,564
shares
|
$0
1.36% of portfolio
|
Q1 2025
Added 25.69%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
115,354
shares
|
$0
1.91% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
112,560
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
110,807
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 215.93%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
109,947
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 76.19%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
108,595
shares
|
$0
1.41% of portfolio
|
Q2 2025
Reduced 53.09%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
107,850
shares
|
$0
0.46% of portfolio
|
Q1 2025
Added 195.88%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
107,646
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 58.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
99,240
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
93,595
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
91,976
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 23.82%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
91,479
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
90,079
shares
|
$0
0.14% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
89,941
shares
|
$0
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
88,043
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 90.95%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
88,019
shares
|
$0
0.08% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
86,344
shares
|
$0
0.39% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
85,816
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 103.8%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
81,499
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 12.51%
|