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 27 institutions that hold shares in the stock, with a total of 1.41 Million shares, which have been reported (via 13F filing form) to have a value of $74.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
May 02, 2024 Q1 2024 |
570,908
shares
|
$30.2 Million
0.82% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
221,204
shares
|
$11.7 Million
0.35% of portfolio
|
Q4 2023
Added 2.81%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
186,310
shares
|
$9.86 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.15%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
170,549
shares
|
$9.02 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.7%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 15, 2024 Q1 2024 |
55,338
shares
|
$2.93 Million
0.81% of portfolio
|
Q1 2024
Reduced 3.87%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
44,442
shares
|
$2.35 Million
0.85% of portfolio
|
Q3 2023
Reduced 21.04%
|
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
40,234
shares
|
$2.13 Million
0.21% of portfolio
|
Q1 2024
Added 136.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
18,749
shares
|
$991,822
0.0% of portfolio
|
Q1 2024
Added 160.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
17,682
shares
|
$935,377
0.0% of portfolio
|
Q1 2024
Added 5.95%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
15,559
shares
|
$823,071
0.0% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
11,147
shares
|
$589,676
0.01% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
11,100
shares
|
$587,190
0.0% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
8,090
shares
|
$427,961
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
7,843
shares
|
$414,894
0.0% of portfolio
|
Q1 2024
Reduced 12.17%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
6,697
shares
|
$354,271
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
6,195
shares
|
$327,715
0.0% of portfolio
|
Q1 2024
Added 0.72%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
May 20, 2024 Q1 2024 |
6,163
shares
|
$326,022
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
5,507
shares
|
$291,320
0.0% of portfolio
|
Q1 2024
Reduced 13.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
2,482
shares
|
$131,297
0.0% of portfolio
|
Q1 2024
Added 21.13%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 05, 2024 Q1 2024 |
2,297
shares
|
$121,511
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,342
shares
|
$70,991
0.0% of portfolio
|
Q1 2024
Reduced 10.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
1,267
shares
|
$67,024
0.0% of portfolio
|
Q4 2023
Reduced 22.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
950
shares
|
$50,255
0.0% of portfolio
|
Q1 2024
Reduced 37.79%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
235
shares
|
$12,431
0.0% of portfolio
|
Q1 2024
Reduced 75.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
185
shares
|
$9,786
0.0% of portfolio
|
Q4 2023
Reduced 59.25%
|
|