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 |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
8,999
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
8,948
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
8,778
shares
|
$0
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
8,620
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
8,482
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.7%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
7,220
shares
|
$0
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,000
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 17.65%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
7,000
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 17.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,384
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
5,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
4,907
shares
|
$0
1.7% of portfolio
|
Q1 2025
Reduced 96.01%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
4,875
shares
|
$0
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
4,675
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 22.41%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,665
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
4,500
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 800.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,267
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 95.59%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,810
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,675
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,562
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 19.16%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
2,053
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
2,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,876
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,823
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,792
shares
|
$0
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,756
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 360.89%
|