Institutional Ownership First Tr Vi Small Cap Us Equit (RNSC)
This table provides information about the institutional ownership of First Tr Vi Small Cap Us Equit (RNSC). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 778,904 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 |
|---|---|---|---|---|---|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
328,600
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 30.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
315,068
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Apr 22, 2025 Q1 2025 |
32,288
shares
|
$0
0.76% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,302
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 33.9%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
20,161
shares
|
$0
0.14% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
14,237
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
9,893
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
9,537
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
7,433
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,828
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,613
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,154
shares
|
$0
0.0% of portfolio
|
Q2 2020
Added 171.72%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,065
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,029
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 14.37%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,747
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
843
shares
|
$0
0.02% of portfolio
|
Q2 2022
Reduced 5.49%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
400
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
350
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 143.06%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
215
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
131
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 81.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 800.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2025
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
|