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 551,158 shares, which have been reported (via 13F filing form) to have a value of $43.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
581
shares
|
$45,631
0.01% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
284
shares
|
$22,305
0.0% of portfolio
|
Q2 2025
Added 136.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
252
shares
|
$19,792
0.0% of portfolio
|
Q3 2025
Added 25100.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
235
shares
|
$18,456
0.0% of portfolio
|
Q2 2024
Reduced 86.05%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
197
shares
|
$15,472
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
159
shares
|
$12,487
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
75
shares
|
$5,890
0.0% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
52
shares
|
$4,084
0.0% of portfolio
|
Q1 2025
Reduced 53.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
48
shares
|
$3,769
0.0% of portfolio
|
Q1 2025
Reduced 95.55%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
36
shares
|
$2,827
0.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
14
shares
|
$1,099
0.0% of portfolio
|
Q3 2025
Reduced 61.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|