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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
792
shares
|
$57,530
0.0% of portfolio
|
Q4 2024
Reduced 98.99%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
529
shares
|
$38,426
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
324
shares
|
$23,535
0.0% of portfolio
|
Q4 2024
Added 31.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
284
shares
|
$20,629
0.0% of portfolio
|
Q2 2025
Added 136.67%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
235
shares
|
$17,070
0.0% of portfolio
|
Q2 2024
Reduced 86.05%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
75
shares
|
$5,448
0.0% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
52
shares
|
$3,777
0.0% of portfolio
|
Q1 2025
Reduced 53.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
49
shares
|
$3,559
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
48
shares
|
$3,486
0.0% of portfolio
|
Q1 2025
Reduced 95.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
36
shares
|
$2,615
0.0% of portfolio
|
Q1 2025
Reduced 62.89%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
35
shares
|
$2,542
0.0% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
3
shares
|
$217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$72
0.0% of portfolio
|
Q1 2025
Reduced 99.05%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|