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 227 institutions that hold shares in the stock, with a total of 39 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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,790
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 29.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,683
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,810
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,522
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,150
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
2,053
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1,835
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,803
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
1,519
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,400
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
1,167
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,053
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$0
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,000
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,000
shares
|
$0
0.01% of portfolio
|
Q2 2024
Reduced 75.61%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
814
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
810
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
769
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
627
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
500
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
381
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
136
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
100
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
75
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|