Institutional Ownership Alps ETF Tr Riverfront Dynamic (RFDA)
This table provides information about the institutional ownership of Alps ETF Tr Riverfront Dynamic (RFDA). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 1.29 Million shares, which have been reported (via 13F filing form) to have a value of $74.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
532,417
shares
|
$31 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
215,817
shares
|
$12.6 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
178,172
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
162,754
shares
|
$9.47 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
44,442
shares
|
$2.59 Million
0.85% of portfolio
|
Q3 2023
Reduced 21.04%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
39,598
shares
|
$2.3 Million
0.19% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,738
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,132
shares
|
$996,568
0.0% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
14,746
shares
|
$857,774
0.0% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
12,630
shares
|
$734,687
0.07% of portfolio
|
Q3 2024
Added 45.22%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
11,627
shares
|
$676,342
0.19% of portfolio
|
Q3 2024
Reduced 78.07%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
8,067
shares
|
$469,257
0.0% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
6,057
shares
|
$352,335
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,878
shares
|
$341,923
0.0% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
4,568
shares
|
$265,720
0.0% of portfolio
|
Q3 2024
Reduced 53.62%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,700
shares
|
$215,229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,042
shares
|
$176,953
0.0% of portfolio
|
Q2 2024
Reduced 72.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,482
shares
|
$144,377
0.0% of portfolio
|
Q1 2024
Added 21.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,087
shares
|
$63,230
0.0% of portfolio
|
Q3 2024
Reduced 14.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
950
shares
|
$55,261
0.0% of portfolio
|
Q1 2024
Reduced 37.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
544
shares
|
$31,644
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
186
shares
|
$10,819
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
53
shares
|
$3,083
0.0% of portfolio
|
Q3 2024
Reduced 43.01%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
42
shares
|
$2,443
0.0% of portfolio
|
Q3 2024
Reduced 92.7%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|