Q2 2023 13F Holders as of 6/30/2023
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Type / Class
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Equity / RIVRFRNT DYN DEV
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Number of holders
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42
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Total 13F shares, excl. options
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1.49M
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Shares change
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+59.7K
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Total reported value, excl. options
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$84.9M
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Value change
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+$3.44M
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Number of buys
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16
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Number of sells
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-29
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Price
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$57.15
Significant Holders of FIRST TR EXCH TRADED FD III - RIVRFRNT DYN DEV (RFDI) as of Q2 2023
52 filings reported holding RFDI - FIRST TR EXCH TRADED FD III - RIVRFRNT DYN DEV as of Q2 2023.
FIRST TR EXCH TRADED FD III - RIVRFRNT DYN DEV (RFDI) has 42 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.49M shares
.
Largest 10 shareholders include MORGAN STANLEY (429K shares), RiverFront Investment Group, LLC (362K shares), ENVESTNET ASSET MANAGEMENT INC (136K shares), TRUIST FINANCIAL CORP (126K shares), Royal Bank of Canada (111K shares), OLD MISSION CAPITAL LLC (100K shares), Per Stirling Capital Management, LLC. (91K shares), JANE STREET GROUP, LLC (88.8K shares), Prospera Financial Services Inc (69.9K shares), and UBS Group AG (44.1K shares).
This table shows the top 42 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.