Institutional Ownership First Trust ETF Iii Riverfront (RFDI)
This table provides information about the institutional ownership of First Trust ETF Iii Riverfront (RFDI). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 1.37 Million shares, which have been reported (via 13F filing form) to have a value of $99.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
3,798
shares
|
$276,418
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,759
shares
|
$273,580
0.02% of portfolio
|
Q2 2025
Reduced 31.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,696
shares
|
$268,994
0.0% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
3,636
shares
|
$264,628
0.13% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
3,150
shares
|
$229,257
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
3,098
shares
|
$225,472
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,001
shares
|
$145,632
0.0% of portfolio
|
Q1 2025
Added 415.72%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,094
shares
|
$79,621
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,084
shares
|
$78,893
0.0% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
791
shares
|
$57,568
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
522
shares
|
$37,991
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
400
shares
|
$29,112
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
272
shares
|
$19,796
0.0% of portfolio
|
Q3 2024
Reduced 34.77%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
170
shares
|
$12,372
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
81
shares
|
$5,895
0.0% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
66
shares
|
$4,803
0.0% of portfolio
|
Q1 2025
Reduced 84.76%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
50
shares
|
$3,639
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
35
shares
|
$2,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
4
shares
|
$291
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|