Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
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Equity / RIVRFRNT DYN DEV
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Number of holders
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40
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Total 13F shares, excl. options
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1.61M
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Shares change
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+1.75K
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Total reported value, excl. options
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$108M
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Value change
-
+$224K
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Number of buys
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12
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Number of sells
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-22
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Price
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$67.35
Significant Holders of FIRST TR EXCH TRADED FD III - RIVRFRNT DYN DEV (RFDI) as of Q3 2024
44 filings reported holding RFDI - FIRST TR EXCH TRADED FD III - RIVRFRNT DYN DEV as of Q3 2024.
FIRST TR EXCH TRADED FD III - RIVRFRNT DYN DEV (RFDI) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.61M shares
.
Largest 10 shareholders include MORGAN STANLEY (399K shares), RiverFront Investment Group, LLC (308K shares), ENVESTNET ASSET MANAGEMENT INC (132K shares), Prospera Financial Services Inc (126K shares), Per Stirling Capital Management, LLC. (118K shares), TRUIST FINANCIAL CORP (104K shares), Royal Bank of Canada (83.7K shares), FLOW TRADERS U.S. LLC (78.6K shares), Cetera Investment Advisers (35.2K shares), and UBS Group AG (27.2K shares).
This table shows the top 40 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.