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 502,600 shares, which have been reported (via 13F filing form) to have a value of $36.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
68,378
shares
|
$4.97 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
56,187
shares
|
$4.08 Million
0.0% of portfolio
|
Q2 2025
Added 23.61%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
46,144
shares
|
$3.35 Million
0.01% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
42,763
shares
|
$3.11 Million
0.01% of portfolio
|
Q1 2025
Added 396.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
41,122
shares
|
$2.99 Million
0.0% of portfolio
|
Q1 2025
Added 31.32%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
38,714
shares
|
$2.81 Million
0.06% of portfolio
|
Q1 2025
Reduced 51.6%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
33,698
shares
|
$2.45 Million
0.05% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
28,327
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
27,666
shares
|
$2.01 Million
0.06% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
22,033
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 153.75%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
21,997
shares
|
$1.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 25.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
11,652
shares
|
$846,401
0.0% of portfolio
|
Q1 2025
Added 86.97%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
10,378
shares
|
$753,857
0.02% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
8,141
shares
|
$591,362
0.07% of portfolio
|
Q1 2025
Added 72.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
7,171
shares
|
$520,901
0.0% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
6,882
shares
|
$499,908
0.0% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,525
shares
|
$473,976
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
6,039
shares
|
$438,672
0.09% of portfolio
|
Q1 2025
Added 33.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,437
shares
|
$394,943
0.0% of portfolio
|
Q3 2024
Reduced 70.79%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
3,921
shares
|
$284,821
0.02% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,196
shares
|
$159,517
0.0% of portfolio
|
Q1 2020
Added 105.42%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,890
shares
|
$137,289
0.01% of portfolio
|
Q1 2025
Reduced 98.46%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,100
shares
|
$79,904
0.01% of portfolio
|
Q1 2025
Added 109900.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
943
shares
|
$68,499
0.01% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
805
shares
|
$58,475
0.0% of portfolio
|
Q4 2024
New holding
|