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 37 institutions that hold shares in the stock, with a total of 469,835 shares, which have been reported (via 13F filing form) to have a value of $35.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
324
shares
|
$24,669
0.0% of portfolio
|
Q4 2024
Added 31.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
284
shares
|
$21,623
0.0% of portfolio
|
Q2 2025
Added 136.67%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
235
shares
|
$17,892
0.0% of portfolio
|
Q2 2024
Reduced 86.05%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
159
shares
|
$12,106
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
75
shares
|
$5,710
0.0% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
52
shares
|
$3,959
0.0% of portfolio
|
Q1 2025
Reduced 53.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
48
shares
|
$3,654
0.0% of portfolio
|
Q1 2025
Reduced 95.55%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
36
shares
|
$2,741
0.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
36
shares
|
$2,741
0.0% of portfolio
|
Q1 2025
Reduced 62.89%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
3
shares
|
$228
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$76
0.0% of portfolio
|
Q1 2025
Reduced 99.05%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|