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 40 institutions that hold shares in the stock, with a total of 415,776 shares, which have been reported (via 13F filing form) to have a value of $27.6 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 |
79,980
shares
|
$5.31 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
44,063
shares
|
$2.93 Million
0.01% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
41,700
shares
|
$2.77 Million
0.0% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
33,222
shares
|
$2.21 Million
0.05% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
31,314
shares
|
$2.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,537
shares
|
$1.96 Million
0.07% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
29,305
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
26,387
shares
|
$1.75 Million
0.07% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,273
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 311.2%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
9,872
shares
|
$655,500
0.04% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
8,848
shares
|
$587,507
0.02% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
8,614
shares
|
$571,969
0.0% of portfolio
|
Q4 2024
Added 109.33%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
7,802
shares
|
$518,052
0.21% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
7,568
shares
|
$502,515
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
6,232
shares
|
$413,804
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,437
shares
|
$361,016
0.0% of portfolio
|
Q3 2024
Reduced 70.79%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
4,712
shares
|
$312,876
0.04% of portfolio
|
Q4 2024
Added 32.84%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
4,637
shares
|
$307,896
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
4,519
shares
|
$300,061
0.06% of portfolio
|
Q4 2024
Added 36.28%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
3,751
shares
|
$249,066
0.02% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,196
shares
|
$145,814
0.0% of portfolio
|
Q1 2020
Added 105.42%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,932
shares
|
$128,284
0.01% of portfolio
|
Q4 2024
Added 26.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,079
shares
|
$71,645
0.0% of portfolio
|
Q4 2024
Reduced 90.92%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
976
shares
|
$64,806
0.0% of portfolio
|
Q1 2023
Reduced 3.46%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
933
shares
|
$61,951
0.01% of portfolio
|
Q3 2024
Added 0.97%
|