Institutional Ownership First Tr Vi Us Equity Divid Se (RNDV)
This table provides information about the institutional ownership of First Tr Vi Us Equity Divid Se (RNDV). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 861,530 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,800
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,215
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,162
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 47.04%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,861
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,815
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,345
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
700
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
203
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
35
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|