Institutional Ownership First Tr Vi Mid Cap Us Equity (RNMC)
This table provides information about the institutional ownership of First Tr Vi Mid Cap Us Equity (RNMC). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 516,955 shares, which have been reported (via 13F filing form) to have a value of $17.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
309,068
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
84,203
shares
|
$2.87 Million
0.02% of portfolio
|
Q1 2025
Added 378.75%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
30,657
shares
|
$1.05 Million
1.77% of portfolio
|
Q1 2025
Added 57.72%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
18,303
shares
|
$623,949
0.26% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
15,927
shares
|
$542,951
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
11,633
shares
|
$396,568
0.0% of portfolio
|
Q1 2025
Added 482.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,917
shares
|
$269,890
0.0% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,328
shares
|
$215,721
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
6,069
shares
|
$206,892
0.02% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,980
shares
|
$203,858
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,684
shares
|
$159,677
0.0% of portfolio
|
Q1 2025
Added 1827.57%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,273
shares
|
$111,576
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,707
shares
|
$92,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,636
shares
|
$55,771
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,375
shares
|
$46,873
0.0% of portfolio
|
Q1 2025
Added 137400.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,100
shares
|
$37,499
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,100
shares
|
$37,499
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,074
shares
|
$36,612
0.0% of portfolio
|
Q1 2025
Reduced 17.95%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,000
shares
|
$34,090
0.0% of portfolio
|
Q4 2024
Reduced 25.48%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
873
shares
|
$29,760
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
873
shares
|
$29,760
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
681
shares
|
$23,215
0.0% of portfolio
|
Q1 2025
Reduced 58.98%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
352
shares
|
$11,999
0.0% of portfolio
|
Q1 2025
Added 35100.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
90
shares
|
$3,068
0.0% of portfolio
|
Q1 2020
Added 294.44%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
52
shares
|
$1,772
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|