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 240 institutions that hold shares in the stock, with a total of 45.2 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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
35,011
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 19.3%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
34,775
shares
|
$0
0.34% of portfolio
|
Q2 2025
Reduced 67.76%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
34,568
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
33,705
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
33,129
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 26.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
32,912
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3191.2%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
32,230
shares
|
$0
0.24% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
29,758
shares
|
$0
0.43% of portfolio
|
Q1 2025
Added 151.08%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
29,521
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
28,977
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 14.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
28,415
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
27,797
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
27,703
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
27,381
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 153.88%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
27,231
shares
|
$0
0.14% of portfolio
|
Q1 2025
Reduced 45.61%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
27,211
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
25,666
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 50.77%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
25,657
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 23.14%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
25,590
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 87.21%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
25,106
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
25,097
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
24,786
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 23.71%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
24,418
shares
|
$0
0.37% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
23,662
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 180.16%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
23,634
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 57.97%
|