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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.6K+ 4.47% |
N/A
|
318K
$0
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.4K+ 19.97% |
N/A
|
80.6K
$0
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.2K+ 80.72% |
N/A
|
29.5K
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.9K+ 16.02% |
N/A
|
93.7K
$0
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.7K+ 68.4% |
N/A
|
31.2K
$0
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12K+ 33.56% |
N/A
|
47.7K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$0
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.4K+ 51.98% |
N/A
|
33.3K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$0
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 213.51% |
N/A
|
15.1K
$0
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.06K+ 1812.8% |
N/A
|
9.56K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.57KNew |
N/A
|
8.57K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
8.49K+ 2.47% |
N/A
|
351K
$0
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.46K+ 11.51% |
N/A
|
82K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.85K+ 14.75% |
N/A
|
61.1K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
7.38K+ 16.95% |
N/A
|
50.9K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.39K+ 19.96% |
N/A
|
38.4K
$0
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
6.32K+ 10.69% |
N/A
|
65.4K
$0
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.22K+ 18.41% |
N/A
|
33.6K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
4.82K+ 23.14% |
N/A
|
25.7K
$0
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.78K+ 1.8% |
N/A
|
271K
$0
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.74K+ 35.97% |
N/A
|
17.9K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.69K+ 16.72% |
N/A
|
32.7K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4.69K+ 12.29% |
N/A
|
42.8K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.6K+ 25.77% |
N/A
|
22.5K
$0
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.59K+ 38.73% |
N/A
|
16.4K
$0
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.45KNew |
N/A
|
4.45K
$0
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
3.98KNew |
N/A
|
3.98K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
3.66K+ 3.73% |
N/A
|
102K
$0
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.6KNew |
N/A
|
3.6K
$0
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.54K+ 11.57% |
N/A
|
34.1K
$0
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.42K+ 9.86% |
N/A
|
38.1K
$0
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.81KNew |
N/A
|
2.81K
$0
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.13KNew |
N/A
|
2.13K
$0
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.93KNew |
N/A
|
1.93K
$0
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.93K+ 18.34% |
N/A
|
12.4K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.55K+ 9.3% |
N/A
|
18.2K
$0
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.52K+ 5.88% |
N/A
|
27.4K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.48KNew |
N/A
|
1.48K
$0
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.44K+ 4.78% |
N/A
|
31.6K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.29K+ 14.62% |
N/A
|
10.1K
$0
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.2K+ 4.73% |
N/A
|
26.6K
$0
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.19K+ 11.62% |
N/A
|
11.4K
$0
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.01K+ 29.32% |
N/A
|
4.44K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
900+ 9.02% |
N/A
|
10.9K
$0
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
765New |
N/A
|
765
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
730+ 0.92% |
N/A
|
80.2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
723+ 6.97% |
N/A
|
11.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
650+ 0.64% |
N/A
|
102K
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
630+ 192.66% |
N/A
|
957
$0
|