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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
52,348
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
51,250
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
50,405
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 18.79%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
49,662
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
49,272
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 25.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
48,854
shares
|
$0
0.04% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
48,833
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
45,305
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 62.37%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
45,250
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
44,969
shares
|
$0
0.05% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
44,707
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
44,700
shares
|
$0
1.0% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
44,527
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 64.77%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
44,426
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 18.32%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
44,166
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 82.2%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
43,939
shares
|
$0
0.58% of portfolio
|
Q1 2025
Added 33.9%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
43,552
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 357.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
43,349
shares
|
$0
0.09% of portfolio
|
Q1 2025
Reduced 20.82%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
43,239
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
41,371
shares
|
$0
0.95% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
39,043
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 26.66%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
37,736
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
35,539
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.51%
|