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 19 institutions that hold shares in the stock, with a total of 398,752 shares, which have been reported (via 13F filing form) to have a value of $13.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
256,458
shares
|
$8.74 Million
0.0% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
42,923
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
40,947
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 93.74%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
18,639
shares
|
$635,403
0.27% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
10,165
shares
|
$346,524
0.0% of portfolio
|
Q3 2024
Reduced 15.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
7,672
shares
|
$261,538
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,300
shares
|
$214,767
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,689
shares
|
$159,848
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,273
shares
|
$111,576
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,844
shares
|
$62,861
0.0% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,342
shares
|
$45,748
0.0% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,319
shares
|
$44,964
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$37,499
0.0% of portfolio
|
Q3 2023
Added 10.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
873
shares
|
$29,760
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
873
shares
|
$29,760
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
243
shares
|
$8,283
0.0% of portfolio
|
Q2 2024
Reduced 71.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
90
shares
|
$3,068
0.0% of portfolio
|
Q1 2020
Added 294.44%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$34
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$34
0.0% of portfolio
|
Q3 2024
Reduced 99.76%
|