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 41 institutions that hold shares in the stock, with a total of 529,810 shares, which have been reported (via 13F filing form) to have a value of $36.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
123,015
shares
|
$8.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 98.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
46,144
shares
|
$3.15 Million
0.01% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
45,456
shares
|
$3.11 Million
0.0% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
42,763
shares
|
$2.92 Million
0.01% of portfolio
|
Q1 2025
Added 396.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
41,122
shares
|
$2.81 Million
0.0% of portfolio
|
Q1 2025
Added 31.32%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
38,714
shares
|
$2.65 Million
0.06% of portfolio
|
Q1 2025
Reduced 51.6%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
32,842
shares
|
$2.25 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
28,667
shares
|
$1.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
27,666
shares
|
$1.89 Million
0.06% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
21,997
shares
|
$1.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 25.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
11,652
shares
|
$796,530
0.0% of portfolio
|
Q1 2025
Added 86.97%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
9,772
shares
|
$668,013
0.02% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
8,683
shares
|
$593,569
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
8,141
shares
|
$556,518
0.07% of portfolio
|
Q1 2025
Added 72.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
7,171
shares
|
$490,209
0.0% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
6,882
shares
|
$470,453
0.0% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
6,039
shares
|
$412,826
0.09% of portfolio
|
Q1 2025
Added 33.64%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
6,036
shares
|
$412,620
0.17% of portfolio
|
Q1 2025
Reduced 22.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,437
shares
|
$371,673
0.0% of portfolio
|
Q3 2024
Reduced 70.79%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
4,232
shares
|
$289,299
0.02% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,196
shares
|
$150,118
0.0% of portfolio
|
Q1 2020
Added 105.42%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,100
shares
|
$75,196
0.01% of portfolio
|
Q1 2025
Added 109900.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
943
shares
|
$64,463
0.01% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
805
shares
|
$55,029
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
792
shares
|
$54,141
0.0% of portfolio
|
Q1 2025
Added 9800.0%
|