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 36 institutions that hold shares in the stock, with a total of 436,137 shares, which have been reported (via 13F filing form) to have a value of $29.6 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
194
shares
|
$13,155
0.0% of portfolio
|
Q2 2024
New holding
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
173
shares
|
$11,731
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
97
shares
|
$6,577
0.0% of portfolio
|
Q2 2024
Reduced 7.62%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
82
shares
|
$5,560
0.0% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
50
shares
|
$3,390
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
49
shares
|
$3,322
0.0% of portfolio
|
Q2 2024
Added 2.08%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
36
shares
|
$2,441
0.0% of portfolio
|
Q1 2024
Reduced 75.18%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 18, 2024 Q2 2024 |
12
shares
|
$813
0.0% of portfolio
|
Q1 2024
Added 9.09%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
8
shares
|
$542
0.0% of portfolio
|
Q2 2024
Reduced 89.47%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|