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 41 institutions that hold shares in the stock, with a total of 529,810 shares, which have been reported (via 13F filing form) to have a value of $35.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
528
shares
|
$35,687
0.01% of portfolio
|
Q1 2025
Reduced 64.4%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
324
shares
|
$21,899
0.0% of portfolio
|
Q4 2024
Added 31.17%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
235
shares
|
$15,883
0.0% of portfolio
|
Q2 2024
Reduced 86.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
120
shares
|
$8,110
0.0% of portfolio
|
Q1 2025
Added 140.0%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
75
shares
|
$5,069
0.0% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
52
shares
|
$3,514
0.0% of portfolio
|
Q1 2025
Reduced 53.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
49
shares
|
$3,311
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
48
shares
|
$3,244
0.0% of portfolio
|
Q1 2025
Reduced 95.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
36
shares
|
$2,433
0.0% of portfolio
|
Q1 2025
Reduced 62.89%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
35
shares
|
$2,365
0.0% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
28
shares
|
$1,892
0.0% of portfolio
|
Q4 2024
Reduced 75.86%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
9
shares
|
$608
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
3
shares
|
$202
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$67
0.0% of portfolio
|
Q1 2025
Reduced 99.05%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|