Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.9MNew |
N/A
|
1.9M
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
360K+ 73.17% |
N/A
|
853K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
349K+ 181.06% |
N/A
|
542K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
299K+ 2136.0% |
N/A
|
313K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
281K+ 12812.45% |
N/A
|
283K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
280KNew |
N/A
|
280K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
213KNew |
N/A
|
213K
$0
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
206KNew |
N/A
|
206K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
192KNew |
N/A
|
192K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
186K+ 1007.79% |
N/A
|
205K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
168KNew |
N/A
|
168K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
157K+ 1317.0% |
N/A
|
168K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
141K+ 139.73% |
N/A
|
242K
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
99.2KNew |
N/A
|
99.2K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
98.5K+ 277.39% |
N/A
|
134K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
98.4KNew |
N/A
|
98.4K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
94.6K+ 3060.45% |
N/A
|
97.7K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
94.2K+ 333.33% |
N/A
|
122K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
93KNew |
N/A
|
93K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
85.9KNew |
N/A
|
85.9K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
80.7K+ 317.54% |
N/A
|
106K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
74.2KNew |
N/A
|
74.2K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.6KNew |
N/A
|
69.6K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68.3K+ 39.23% |
N/A
|
242K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
58.9K+ 403.54% |
N/A
|
73.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
55K+ 170.6% |
N/A
|
87.2K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
51.1KNew |
N/A
|
51.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.3K+ 71.3% |
N/A
|
114K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
38KNew |
N/A
|
38K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
34.4KNew |
N/A
|
34.4K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
33.2K+ 83.62% |
N/A
|
73K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
33KNew |
N/A
|
33K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
31.6KNew |
N/A
|
31.6K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
31.2KNew |
N/A
|
31.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.4KNew |
N/A
|
28.4K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
26.7KNew |
N/A
|
26.7K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
23.6KNew |
N/A
|
23.6K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
21.9KNew |
N/A
|
21.9K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21.9KNew |
N/A
|
21.9K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
20.3KNew |
N/A
|
20.3K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
19.6KNew |
N/A
|
19.6K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
18.3KNew |
N/A
|
18.3K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.9K+ 35.71% |
N/A
|
68.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.5KNew |
N/A
|
17.5K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
16.7K+ 159.52% |
N/A
|
27.1K
$0
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
16.5KNew |
N/A
|
16.5K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16.4KNew |
N/A
|
16.4K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.5KNew |
N/A
|
15.5K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
14.6KNew |
N/A
|
14.6K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$0
|