Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / RIVRFRNT DYN DEV
-
Total 13F shares
-
1,347,670
-
Share change
-
-53,748
-
Total reported value
-
$89,505,150
-
Price per share
-
$66.48
-
Number of holders
-
40
-
Value change
-
-$3,320,698
-
Number of buys
-
17
-
Number of sells
-
20
Institutional Holders of FIRST TR EXCH TRADED FD III - RIVRFRNT DYN DEV (RFDI) as of Q1 2025
As of 31 Mar 2025,
FIRST TR EXCH TRADED FD III - RIVRFRNT DYN DEV (RFDI) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,347,670 shares.
The largest 10 holders included
MORGAN STANLEY, Per Stirling Capital Management, LLC., ENVESTNET ASSET MANAGEMENT INC, RiverFront Investment Group, LLC, Prospera Financial Services Inc, TRUIST FINANCIAL CORP, Cetera Investment Advisers, ROYAL BANK OF CANADA, UBS Group AG, and ERn Financial, LLC.
This page lists
40
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.