Institutional Ownership First Tr Vi Mid Cap Us Equity (RNMC)
This table provides information about the institutional ownership of First Tr Vi Mid Cap Us Equity (RNMC). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 419,844 shares, which have been reported (via 13F filing form) to have a value of $14.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
293,883
shares
|
$10 Million
0.0% of portfolio
|
Q4 2024
Added 14.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
20,740
shares
|
$707,026
0.0% of portfolio
|
Q4 2024
Reduced 49.35%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
19,437
shares
|
$662,607
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
18,640
shares
|
$635,437
0.27% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
17,588
shares
|
$599,574
0.0% of portfolio
|
Q4 2024
Added 73.03%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
7,542
shares
|
$257,106
0.0% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,328
shares
|
$215,721
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
6,069
shares
|
$206,892
0.02% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
5,662
shares
|
$193,017
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
4,664
shares
|
$158,995
0.01% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,273
shares
|
$111,576
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,707
shares
|
$92,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,998
shares
|
$68,111
0.0% of portfolio
|
Q4 2024
Added 51.48%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,660
shares
|
$56,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
1,636
shares
|
$55,771
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,375
shares
|
$46,873
0.0% of portfolio
|
Q1 2025
Added 137400.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,309
shares
|
$44,623
0.0% of portfolio
|
Q4 2024
Reduced 29.01%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,100
shares
|
$37,499
0.0% of portfolio
|
Q3 2023
Added 10.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,100
shares
|
$37,499
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,000
shares
|
$34,090
0.0% of portfolio
|
Q4 2024
Reduced 25.48%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
873
shares
|
$29,760
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
873
shares
|
$29,760
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
243
shares
|
$8,283
0.0% of portfolio
|
Q2 2024
Reduced 71.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
90
shares
|
$3,068
0.0% of portfolio
|
Q1 2020
Added 294.44%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
52
shares
|
$1,772
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|