Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXC-TR FD IV CBOE VST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
850K+ 2333.0% |
N/A
|
887K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
834K+ 27.16% |
N/A
|
3.9M
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
770K+ 5469.94% |
N/A
|
784K
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
432K+ 44.4% |
N/A
|
1.41M
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
285K+ 35.48% |
N/A
|
1.09M
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
268K+ 114.38% |
N/A
|
503K
$0
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
267KNew |
N/A
|
267K
$0
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
257K+ 33.58% |
N/A
|
1.02M
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
219KNew |
N/A
|
219K
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
203K+ 24.37% |
N/A
|
1.04M
$0
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
191K+ 14.67% |
N/A
|
1.49M
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
176K+ 22.51% |
N/A
|
959K
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
171K+ 96.89% |
N/A
|
348K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
170K+ 107.39% |
N/A
|
328K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
135K+ 265.13% |
N/A
|
186K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
125K+ 60.87% |
N/A
|
329K
$0
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
101K+ 170.97% |
N/A
|
160K
$0
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
97.9K+ 12.1% |
N/A
|
907K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
95.1KNew |
N/A
|
95.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
74.7K+ 64.88% |
N/A
|
190K
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72.1K+ 41.39% |
N/A
|
246K
$0
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
71.4KNew |
N/A
|
71.4K
$0
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
59.8K+ 12.48% |
N/A
|
539K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
58.8K+ 21.73% |
N/A
|
329K
$0
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
56.5K+ 48.57% |
N/A
|
173K
$0
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
53.9KNew |
N/A
|
53.9K
$0
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
53.2K+ 165.64% |
N/A
|
85.3K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
46.3K+ 99.2% |
N/A
|
93K
$0
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
45.2K+ 160.42% |
N/A
|
73.3K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.7K+ 8.71% |
N/A
|
521K
$0
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
40.9KNew |
N/A
|
40.9K
$0
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.3K+ 92.13% |
N/A
|
82K
$0
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
38.6KNew |
N/A
|
38.6K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36KNew |
N/A
|
36K
$0
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33K+ 42.41% |
N/A
|
111K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.5K+ 80.97% |
N/A
|
72.7K
$0
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32.5K+ 343.93% |
N/A
|
41.9K
$0
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
30.8K+ 576.74% |
N/A
|
36.2K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30K+ 287.56% |
N/A
|
40.5K
$0
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
28.7KNew |
N/A
|
28.7K
$0
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
26K+ 76.82% |
N/A
|
59.9K
$0
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 11.45% |
N/A
|
230K
$0
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
N/A
|
21.9K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
21.6K+ 17.31% |
N/A
|
146K
$0
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
20.2K+ 105.89% |
N/A
|
39.3K
$0
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19.1K+ 69.89% |
N/A
|
46.5K
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
16.4KNew |
N/A
|
16.4K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
16.4KNew |
N/A
|
16.4K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
14.8K+ 62.74% |
N/A
|
38.5K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14.5KNew |
N/A
|
14.5K
$0
|