Institutional Ownership First Trust Iii Riverfront Dyn (RFEM)
This table provides information about the institutional ownership of First Trust Iii Riverfront Dyn (RFEM). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 392,700 shares, which have been reported (via 13F filing form) to have a value of $25.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
83,605
shares
|
$5.36 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
42,638
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
38,009
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
33,021
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 90.17%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
32,933
shares
|
$2.11 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
29,497
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,331
shares
|
$1.88 Million
0.1% of portfolio
|
Q3 2024
Reduced 46.0%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
26,060
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
11,886
shares
|
$762,486
0.01% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,022
shares
|
$642,911
0.04% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
8,819
shares
|
$565,738
0.01% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
8,101
shares
|
$519,679
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
6,908
shares
|
$443,148
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,437
shares
|
$348,783
0.0% of portfolio
|
Q3 2024
Reduced 70.79%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,687
shares
|
$300,671
0.0% of portfolio
|
Q3 2024
Reduced 77.86%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,115
shares
|
$263,977
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
4,034
shares
|
$258,781
0.02% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
3,547
shares
|
$227,540
0.04% of portfolio
|
Q3 2024
Added 26.91%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
3,316
shares
|
$212,721
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,196
shares
|
$140,873
0.0% of portfolio
|
Q1 2020
Added 105.42%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,932
shares
|
$123,937
0.01% of portfolio
|
Q4 2024
Added 26.19%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
976
shares
|
$62,610
0.0% of portfolio
|
Q1 2023
Reduced 3.46%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
933
shares
|
$59,851
0.01% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
235
shares
|
$15,075
0.0% of portfolio
|
Q2 2024
Reduced 86.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
106
shares
|
$6,799
0.0% of portfolio
|
Q3 2024
New holding
|