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 29 institutions that hold shares in the stock, with a total of 1.24 Million shares, which have been reported (via 13F filing form) to have a value of $73.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
259,309
shares
|
$15.4 Million
0.32% of portfolio
|
Q1 2025
Reduced 53.96%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
242,219
shares
|
$14.4 Million
0.31% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
182,934
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
173,573
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
69,347
shares
|
$4.13 Million
3.75% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
60,403
shares
|
$3.59 Million
0.0% of portfolio
|
Q1 2025
Added 59.5%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
44,442
shares
|
$2.64 Million
0.85% of portfolio
|
Q3 2023
Reduced 21.04%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
37,291
shares
|
$2.22 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
30,978
shares
|
$1.84 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,738
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,132
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
15,868
shares
|
$943,987
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
15,067
shares
|
$896,335
0.06% of portfolio
|
Q1 2025
Reduced 98.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,445
shares
|
$740,353
0.0% of portfolio
|
Q1 2025
Reduced 24.27%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
9,297
shares
|
$553,078
0.4% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
9,291
shares
|
$552,721
0.0% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
7,971
shares
|
$474,194
0.14% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
7,400
shares
|
$440,226
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
5,887
shares
|
$350,217
0.0% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
5,140
shares
|
$305,778
0.0% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,447
shares
|
$205,062
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,042
shares
|
$180,968
0.0% of portfolio
|
Q2 2024
Reduced 72.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,482
shares
|
$147,654
0.0% of portfolio
|
Q4 2023
Reduced 17.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,040
shares
|
$61,869
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
381
shares
|
$22,665
0.0% of portfolio
|
Q1 2025
Added 284.85%
|