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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
22,130
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.02%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
22,016
shares
|
$0
0.05% of portfolio
|
Q1 2025
Added 19.55%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
21,955
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
20,782
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
20,631
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 24.19%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
20,500
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 13.89%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
20,244
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
19,823
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 213.21%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
19,324
shares
|
$0
0.23% of portfolio
|
Q1 2025
Added 36.1%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
18,580
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
18,563
shares
|
$0
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
18,302
shares
|
$0
0.06% of portfolio
|
Q2 2025
Reduced 15.6%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
17,841
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 86.54%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
17,799
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
17,685
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
17,388
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
17,366
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
17,283
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
17,254
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
17,029
shares
|
$0
0.25% of portfolio
|
Q1 2025
Added 10.97%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
16,879
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 49.34%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
16,729
shares
|
$0
0.19% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
16,613
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 88.74%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
16,495
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
16,305
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.52%
|