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 34 institutions that hold shares in the stock, with a total of 417,802 shares, which have been reported (via 13F filing form) to have a value of $27.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
97
shares
|
$6,333
0.0% of portfolio
|
Q2 2024
Reduced 7.62%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
82
shares
|
$5,353
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
50
shares
|
$3,264
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
49
shares
|
$3,199
0.0% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
36
shares
|
$2,350
0.0% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
12
shares
|
$783
0.0% of portfolio
|
Q1 2024
Added 9.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
8
shares
|
$522
0.0% of portfolio
|
Q2 2024
Reduced 89.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|