Institutional Ownership First Tr Vi Small Cap Us Equit (RNSC)
This table provides information about the institutional ownership of First Tr Vi Small Cap Us Equit (RNSC). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 698,933 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
297,587
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 24.3%
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
251,600
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
39,721
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Feb 19, 2025 Q4 2024 |
34,633
shares
|
$0
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
32,229
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
19,789
shares
|
$0
0.16% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,433
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,935
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 16.19%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,613
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,154
shares
|
$0
0.0% of portfolio
|
Q2 2020
Added 171.72%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,774
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 14.67%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,747
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
843
shares
|
$0
0.02% of portfolio
|
Q2 2022
Reduced 5.49%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
400
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 55.56%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
215
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
131
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 81.47%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
103
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
25
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|