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 229 institutions that hold shares in the stock, with a total of 39.3 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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
57,626
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
56,003
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
55,557
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
55,081
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.38%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
54,990
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
54,745
shares
|
$0
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
54,564
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
54,492
shares
|
$0
0.05% of portfolio
|
Q4 2024
Added 1762.34%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
54,253
shares
|
$0
0.48% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
54,182
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
53,890
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
53,466
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
53,333
shares
|
$0
0.53% of portfolio
|
Q4 2024
Added 24.11%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
50,065
shares
|
$0
0.27% of portfolio
|
Q4 2024
Reduced 53.1%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
49,662
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
48,775
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
48,774
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 35.34%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
48,715
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
48,450
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
48,230
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
47,454
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
46,574
shares
|
$0
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
46,436
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 220.62%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
46,107
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 35.55%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
45,585
shares
|
$0
0.06% of portfolio
|
Q4 2024
Reduced 5.09%
|