Purchases and Sales Made in Q1 2025 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 2025. 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 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
19.9K+ 82.2% |
N/A
|
44.2K
$0
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18.6KNew |
N/A
|
18.6K
$0
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
17.9K+ 151.08% |
N/A
|
29.8K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.7K+ 23.82% |
N/A
|
92K
$0
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.5K+ 64.77% |
N/A
|
44.5K
$0
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.4K+ 62.37% |
N/A
|
45.3K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
16.6K+ 153.88% |
N/A
|
27.4K
$0
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
16.3K+ 16.43% |
N/A
|
115K
$0
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15.3K+ 13.23% |
N/A
|
131K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.2K+ 180.16% |
N/A
|
23.7K
$0
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
14.4KNew |
N/A
|
14.4K
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.5K+ 6.95% |
N/A
|
208K
$0
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
13.5K+ 213.21% |
N/A
|
19.8K
$0
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
13.4K+ 9.34% |
N/A
|
156K
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.2K+ 0.9% |
N/A
|
1.47M
$0
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12.6KNew |
N/A
|
12.6K
$0
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12KNew |
N/A
|
12K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
11.7KNew |
N/A
|
11.7K
$0
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
11.1K+ 33.9% |
N/A
|
43.9K
$0
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
11K+ 1.05% |
N/A
|
1.06M
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.8K+ 119833.33% |
N/A
|
10.8K
$0
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.8K+ 13.91% |
N/A
|
88K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10.3K+ 25.3% |
N/A
|
50.9K
$0
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
9.85K+ 12.27% |
N/A
|
90.1K
$0
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
9.66K+ 1.4% |
N/A
|
700K
$0
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
9.48KNew |
N/A
|
9.48K
$0
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
9.21K+ 19.83% |
N/A
|
55.6K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
9.13K+ 7.51% |
N/A
|
131K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.95KNew |
N/A
|
8.95K
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.92K+ 12.59% |
N/A
|
79.8K
$0
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.78KNew |
N/A
|
8.78K
$0
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.67K+ 57.97% |
N/A
|
23.6K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.64K+ 50.77% |
N/A
|
25.7K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.62KNew |
N/A
|
8.62K
$0
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
8.36K+ 15.18% |
N/A
|
63.4K
$0
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.22K+ 26.66% |
N/A
|
39K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.97K+ 18.79% |
N/A
|
50.4K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.2K+ 13.28% |
N/A
|
61.4K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
6.56K+ 13.54% |
N/A
|
55K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.37K+ 7.49% |
N/A
|
91.5K
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.79K+ 15.45% |
N/A
|
43.2K
$0
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.66K+ 19.3% |
N/A
|
35K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.48K+ 6.78% |
N/A
|
86.3K
$0
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
5.45K+ 3.91% |
N/A
|
145K
$0
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.21K+ 111.25% |
N/A
|
9.89K
$0
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.13K+ 36.1% |
N/A
|
19.3K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.75K+ 23.71% |
N/A
|
24.8K
$0
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4.02K+ 24.19% |
N/A
|
20.6K
$0
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4K+ 800.0% |
N/A
|
4.5K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.79K+ 14.0% |
N/A
|
30.9K
$0
|