Institutional Ownership Alps ETF Tr Riverfront Dynamic (RFDA)
This table provides information about the institutional ownership of Alps ETF Tr Riverfront Dynamic (RFDA). We have compiled data on the 29 institutions that hold shares in the stock, with a total of 2.01 Million shares, which have been reported (via 13F filing form) to have a value of $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
563,174
shares
|
$31.6 Million
0.74% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
518,496
shares
|
$29.1 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
238,107
shares
|
$13.4 Million
0.32% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
190,922
shares
|
$10.7 Million
0.0% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
175,029
shares
|
$9.83 Million
0.02% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
70,676
shares
|
$3.97 Million
4.35% of portfolio
|
Q4 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
44,442
shares
|
$2.5 Million
0.85% of portfolio
|
Q3 2023
Reduced 21.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
37,869
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
37,565
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,738
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,132
shares
|
$962,475
0.0% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
16,434
shares
|
$923,262
0.0% of portfolio
|
Q4 2024
Added 259.76%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
15,362
shares
|
$863,037
0.07% of portfolio
|
Q4 2024
Added 21.63%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
15,173
shares
|
$852,419
0.0% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
8,777
shares
|
$493,091
0.0% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
8,290
shares
|
$465,732
0.14% of portfolio
|
Q4 2024
Reduced 28.7%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
7,400
shares
|
$415,732
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
5,957
shares
|
$334,664
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
5,937
shares
|
$333,540
0.0% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,926
shares
|
$332,922
0.0% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,042
shares
|
$170,899
0.0% of portfolio
|
Q2 2024
Reduced 72.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,482
shares
|
$139,438
0.0% of portfolio
|
Q4 2023
Reduced 17.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,028
shares
|
$57,753
0.0% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
950
shares
|
$53,371
0.0% of portfolio
|
Q1 2024
Reduced 37.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
545
shares
|
$30,618
0.0% of portfolio
|
Q4 2024
Added 0.18%
|