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 145 institutions that hold shares in the stock, with a total of 23 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 |
---|---|---|---|---|---|
Formidable Asset Management, LLC
Cincinnati, OH |
May 15, 2024 Q1 2024 |
4,450
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
4,442
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 29.32%
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
4,100
shares
|
$0
0.03% of portfolio
|
Q4 2023
Added 13.89%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
3,976
shares
|
$0
0.08% of portfolio
|
Q4 2023
Added 137.47%
|
|
Institutional & Family Asset Management, LLC
|
May 08, 2024 Q1 2024 |
2,810
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
2,359
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 35.57%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
2,125
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
1,928
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
1,728
shares
|
$0
0.01% of portfolio
|
Q1 2024
Added 1.05%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
1,500
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 23, 2024 Q1 2024 |
1,476
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
1,000
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
957
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 192.66%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
900
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
890
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
770
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 146.79%
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
May 17, 2024 Q1 2024 |
765
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Apr 18, 2024 Q1 2024 |
100
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
35
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|