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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
805
shares
|
$53,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
324
shares
|
$21,513
0.0% of portfolio
|
Q4 2024
Added 31.17%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
235
shares
|
$15,604
0.0% of portfolio
|
Q2 2024
Reduced 86.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
111
shares
|
$7,370
0.0% of portfolio
|
Q4 2024
Reduced 98.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
105
shares
|
$6,972
0.0% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
97
shares
|
$6,440
0.0% of portfolio
|
Q1 2024
Added 8.25%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
75
shares
|
$4,980
0.0% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
50
shares
|
$3,320
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
36
shares
|
$2,390
0.0% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
28
shares
|
$1,859
0.0% of portfolio
|
Q4 2024
Reduced 75.86%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
9
shares
|
$597
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
8
shares
|
$531
0.0% of portfolio
|
Q2 2024
Reduced 89.47%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
3
shares
|
$199
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$66
0.01% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|