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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
   FINANCIAL NETWORK 360 - 2024-03-31 440,844 $10,792,000 -5,547
   Midwest Financial Group LLC 5 - 2024-03-31 256,832 $6,287,000 -18,903
   Rehmann Capital Advisory Group 97 - 2024-03-31 103,307 $2,529,000 -915
   Prosperity Financial Group Inc. 28 - 2024-03-31 71,200 $1,743,000 -226,796
   KESTRA PRIVATE WEALTH SERVICES LLC 425 - 2024-03-31 67,736 $1,658,000 -159,103
   BlackDiamond Wealth Management Inc. 26 - 2024-03-31 66,794 $1,635,000 -9,506
   We Are One Seven LLC 276 - 2024-03-31 57,965 $1,419,000 -15,575
   Cherry Creek Investment Advisors Inc. 35 - 2024-03-31 46,243 $1,132,000 -17,940
   Delta Investment Management LLC 62 - 2024-03-31 46,045 $1,127,000 -1,940
   Secure Asset Management LLC 100 - 2024-03-31 45,766 $1,120,000 -46,199
   NATIONAL ASSET MANAGEMENT, INC. 491 - 2024-03-31 52,940 $1,115,000 -34,575
   Garden State Investment Advisory Services LLC 52 - 2024-03-31 43,960 $1,070,000 -19,100
   Maxwell Wealth Strategies Inc. 61 - 2024-03-31 43,508 $1,018,000 -101,284
   Atlas Wealth LLC 36 - 2024-03-31 35,583 $871,000 -13,839
   Key Client Fiduciary Advisors LLC 58 - 2024-03-31 30,848 $755,000 -355
   Streettalk Advisors LLC 208 - 2024-03-31 28,531 $698,000 -45,635
   Patriot Financial Group Insurance Agency LLC 256 - 2024-03-31 22,376 $548,000 -7,964
   FIRST HEARTLAND CONSULTANTS INC 257 - 2024-03-31 18,857 $462,000 -5,940
   TKG Advisors LLC 69 - 2024-03-31 18,545 $454,000 -274
   Equitable Holdings Inc. 902 - 2024-03-31 14,818 $363,000 -2,305
   AE Wealth Management LLC 941 - 2024-03-31 12,735 $312,000 -62,874
   Atlas Private Wealth Advisors 83 - 2024-03-31 12,617 $309,000 -11,905
   WCG Wealth Advisors LLC 250 - 2024-03-31 11,304 $277,000 -1,300
   CoreCap Advisors LLC 501 - 2023-12-31 11,084 $256,000 -7,856
   Aptus Capital Advisors LLC 706 - 2024-03-31 8,500 $208,000 -3,429
   POM Investment Strategies LLC 50 - 2024-03-31 3,976 $97,000 -5,466
  26 Records found
  1    
  Page 1 of 1
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