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Get Institutions for : 
Ft Cboe Vest Rising Dividend Achievers Target Inc (RDVI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 126    20
Total shares held : 
 17,913,617  
% of shares held : 
 19.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   51  
Amount of shares held : 
 2,187,351  
% of shares held change : 
   2.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
23
 360,448
 2.01%
 
Increased Positions :
58
 2,640,975
 14.74%
 
Unchanged Positions :
18
 1,263,022
 7.05%
 
Decreased Positions :
27
-770,629
-4.3%
 
Closed Positions :
3
-43,443
-0.24%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Second Half Financial Partners LLC 7 *New 2024-03-31 267,470 $6,548,000 267,470
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1087 *New 2024-03-31 218,980 $5,361,000 218,980
   MILESTONE ASSET MANAGEMENT LLC 38 *New 2024-03-31 95,109 $2,328,000 95,109
   ARQ WEALTH ADVISORS LLC 47 *New 2024-03-31 40,903 $1,001,000 40,903
   Change Path LLC 394 *New 2024-03-31 38,595 $945,000 38,595
   RAYMOND JAMES & ASSOCIATES 2649 *New 2024-03-31 36,003 $881,000 36,003
   Good Life Advisors LLC 197 *New 2024-03-31 28,654 $701,000 28,654
   IHT Wealth Management LLC 606 *New 2024-03-31 21,863 $535,000 21,863
   Acorn Wealth Advisors LLC 102 *New 2024-03-31 16,421 $402,000 16,421
   Triumph Capital Management 135 *New 2024-03-31 16,368 $398,000 16,368
   Steel Peak Wealth Management LLC 326 *New 2024-03-31 14,450 $354,000 14,450
   Arkadios Wealth Advisors 549 *New 2024-03-31 11,621 $284,000 11,621
   TrueWealth Advisors LLC 176 *New 2024-03-31 10,316 $253,000 10,316
   Quad-Cities Investment Group LLC 162 *New 2024-03-31 8,570 $210,000 8,570
   BBK Capital Partners LLC 368 *New 2024-03-31 4,450 $109,000 4,450
   Financial Gravity Wealth Inc. 178 *New 2024-03-31 3,600 $88,000 3,600
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 212 *New 2024-03-31 2,810 $69,000 2,810
   SRS Capital Advisors Inc. 489 *New 2024-03-31 2,125 $52,000 2,125
   Qube Research & Technologies Ltd 3015 *New 2024-03-31 1,928 $47,000 1,928
   Wagner Wealth Management LLC 173 *New 2024-03-31 1,476 $36,000 1,476
   Kozak & Associates Inc. 187 *New 2024-03-31 765 $18,000 765
   ALPHAMARK ADVISORS LLC 654 *New 2024-03-31 100 $2,000 100
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3016 *New 2024-03-31 35 $1,000 35
  23 Records found
  1    
  Page 1 of 1
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