Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.24M+ 65.43% |
N/A
|
3.14M
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
603K+ 111.15% |
N/A
|
1.14M
$0
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
498K+ 205.94% |
N/A
|
740K
$0
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
478K+ 197.36% |
N/A
|
720K
$0
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
467K+ 54.72% |
N/A
|
1.32M
$0
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
368K+ 117.75% |
N/A
|
681K
$0
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
269K+ 95.15% |
N/A
|
553K
$0
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
230K+ 1771.2% |
N/A
|
243K
$0
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
212K+ 1812.44% |
N/A
|
224K
$0
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
210K+ 211.54% |
N/A
|
309K
$0
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
194K+ 93.92% |
N/A
|
400K
$0
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
180K+ 633.93% |
N/A
|
208K
$0
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
86.4KNew |
N/A
|
86.4K
$0
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
81K+ 76.33% |
N/A
|
187K
$0
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
76.4K+ 45.39% |
N/A
|
245K
$0
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
69.3KNew |
N/A
|
69.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
61KNew |
N/A
|
61K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58.8K+ 48.03% |
N/A
|
181K
$0
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
58.6K+ 59.94% |
N/A
|
156K
$0
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58K+ 51.08% |
N/A
|
172K
$0
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
57.7K+ 372.62% |
N/A
|
73.2K
$0
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
47.3KNew |
N/A
|
47.3K
$0
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
44.5K+ 20.9% |
N/A
|
258K
$0
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
42.1K+ 57.31% |
N/A
|
116K
$0
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
40.5K+ 151.55% |
N/A
|
67.2K
$0
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
39KNew |
N/A
|
39K
$0
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.6K+ 116.97% |
N/A
|
71.6K
$0
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.7KNew |
N/A
|
37.7K
$0
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
36.5KNew |
N/A
|
36.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.6K+ 77.21% |
N/A
|
79.3K
$0
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.7K+ 37.97% |
N/A
|
101K
$0
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.2KNew |
N/A
|
26.2K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.2K+ 18.03% |
N/A
|
158K
$0
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.7KNew |
N/A
|
23.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
23.1KNew |
N/A
|
23.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.9KNew |
N/A
|
22.9K
$0
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
20.8K+ 66.8% |
N/A
|
52K
$0
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.1K+ 29.55% |
N/A
|
88.2K
$0
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.9K+ 9.74% |
N/A
|
225K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.8K+ 11.79% |
N/A
|
188K
$0
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
19.3KNew |
N/A
|
19.3K
$0
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
N/A
|
18.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18.6K+ 374.83% |
N/A
|
23.6K
$0
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
17.8K+ 56.29% |
N/A
|
49.4K
$0
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
17.7KNew |
N/A
|
17.7K
$0
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
17.6K+ 112.27% |
N/A
|
33.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17K+ 19.72% |
N/A
|
103K
$0
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
16.9K+ 49.28% |
N/A
|
51.3K
$0
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.8KNew |
N/A
|
15.8K
$0
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$0
|