Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / RIVRFRNT DYN DEV
-
Number of holders
-
49
-
Total 13F shares, excl. options
-
1.8M
-
Shares change
-
-172K
-
Total reported value, excl. options
-
$101M
-
Value change
-
-$9.64M
-
Number of buys
-
17
-
Number of sells
-
-28
-
Price
-
$56.21
Significant Holders of FIRST TR EXCH TRADED FD III - RIVRFRNT DYN DEV (RFDI) as of Q1 2023
53 filings reported holding RFDI - FIRST TR EXCH TRADED FD III - RIVRFRNT DYN DEV as of Q1 2023.
FIRST TR EXCH TRADED FD III - RIVRFRNT DYN DEV (RFDI) has 49 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.8M shares
.
Largest 10 shareholders include MORGAN STANLEY (422K shares), RiverFront Investment Group, LLC (376K shares), ENVESTNET ASSET MANAGEMENT INC (139K shares), TRUIST FINANCIAL CORP (129K shares), Royal Bank of Canada (107K shares), Per Stirling Capital Management, LLC. (100K shares), Prospera Financial Services Inc (71.2K shares), JANE STREET GROUP, LLC (44K shares), UBS Group AG (40.6K shares), and CITADEL ADVISORS LLC (33.6K shares).
This table shows the top 49 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.