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 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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
15,952
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 14.43%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
15,723
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
15,519
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
15,244
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
15,104
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
14,931
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
14,436
shares
|
$0
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
14,268
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
13,300
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
12,780
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 16.3%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
12,610
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
12,582
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 26.03%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
12,352
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
12,300
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
12,225
shares
|
$0
0.07% of portfolio
|
Q2 2025
Added 32.52%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
12,012
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 30.54%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
11,955
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
11,665
shares
|
$0
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10,874
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
10,530
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 22.16%
|
|
|
Ignite Planners, LLC
|
Jul 23, 2025 Q2 2025 |
10,169
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
9,893
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 111.25%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
9,769
shares
|
$0
0.2% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
9,750
shares
|
$0
0.1% of portfolio
|
Q2 2024
Added 9650.0%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,703
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 28.26%
|