Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
508KNew |
N/A
|
508K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
433KNew |
N/A
|
433K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
89.9KNew |
N/A
|
89.9K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
81.1K+ 30.77% |
N/A
|
345K
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
72.1K+ 15.37% |
N/A
|
541K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
72K+ 14.3% |
N/A
|
576K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
66.3KNew |
N/A
|
66.3K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37.7K+ 6.81% |
N/A
|
592K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.4K+ 197.36% |
N/A
|
35.3K
$0
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
17.9K+ 2.55% |
N/A
|
718K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
9.7K+ 17.44% |
N/A
|
65.3K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
6.88K+ 18.32% |
N/A
|
44.4K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.9K+ 7.66% |
N/A
|
54.8K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
1.53K+ 1.17% |
N/A
|
132K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.16K+ 4.97% |
N/A
|
24.4K
$0
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
754+ 2.04% |
N/A
|
37.7K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
340+ 2.01% |
N/A
|
17.3K
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
80+ 0.74% |
N/A
|
10.9K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
34+ 1.99% |
N/A
|
1.75K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
18+ 2.17% |
N/A
|
846
$0
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-25- 0.15% |
N/A
|
16.5K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-45- 0.15% |
N/A
|
29.5K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-129- 0.23% |
N/A
|
54.9K
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-2.74K- 9.84% |
N/A
|
25.1K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3K- 37.5% |
N/A
|
5K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-3.38K- 15.6% |
N/A
|
18.3K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-33.1K- 34.78% |
N/A
|
62.1K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-123K- 53.09% |
N/A
|
109K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.15M- 85.94% |
N/A
|
187K
$0
|