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 37 institutions that hold shares in the stock, with a total of 550,860 shares, which have been reported (via 13F filing form) to have a value of $43.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
69,369
shares
|
$5.45 Million
0.01% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
60,239
shares
|
$4.73 Million
0.01% of portfolio
|
Q3 2025
Added 180.7%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
57,120
shares
|
$4.49 Million
0.0% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
52,684
shares
|
$4.14 Million
0.0% of portfolio
|
Q3 2025
Added 27.75%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
45,992
shares
|
$3.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
37,005
shares
|
$2.91 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
35,733
shares
|
$2.81 Million
0.05% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
28,011
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
25,741
shares
|
$2.02 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
24,874
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 12.89%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
19,961
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
19,922
shares
|
$1.56 Million
0.16% of portfolio
|
Q3 2025
Added 31.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
17,201
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2025
Added 163.62%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
12,959
shares
|
$1.02 Million
0.17% of portfolio
|
Q3 2025
Added 55.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
12,901
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,448
shares
|
$899,125
0.02% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,437
shares
|
$427,021
0.0% of portfolio
|
Q3 2024
Reduced 70.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
4,019
shares
|
$315,652
0.0% of portfolio
|
Q3 2025
Reduced 75.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,196
shares
|
$172,473
0.0% of portfolio
|
Q1 2020
Added 105.42%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,890
shares
|
$148,440
0.01% of portfolio
|
Q1 2025
Reduced 98.46%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,100
shares
|
$86,394
0.01% of portfolio
|
Q1 2025
Added 109900.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,043
shares
|
$81,917
0.0% of portfolio
|
Q3 2025
Added 31.69%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
953
shares
|
$74,848
0.01% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
805
shares
|
$63,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
581
shares
|
$45,631
0.01% of portfolio
|
Q3 2025
Added 9.83%
|
|