Q2 2025 13F Holders as of 6/30/2025
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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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40
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Total 13F shares, excl. options
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1.38M
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Shares change
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+39.4K
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Total reported value, excl. options
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$100M
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Value change
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+$3.28M
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Number of buys
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18
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Number of sells
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-18
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Price
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$72.92
Significant Holders of FIRST TR EXCH TRADED FD III - RIVRFRNT DYN DEV (RFDI) as of Q2 2025
46 filings reported holding RFDI - FIRST TR EXCH TRADED FD III - RIVRFRNT DYN DEV as of Q2 2025.
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 1.38M shares
.
Largest 10 shareholders include MORGAN STANLEY (353K shares), Per Stirling Capital Management, LLC. (205K shares), ENVESTNET ASSET MANAGEMENT INC (148K shares), Prospera Financial Services Inc (130K shares), RiverFront Investment Group, LLC (125K shares), Cetera Investment Advisers (93.8K shares), TRUIST FINANCIAL CORP (93.7K shares), JANE STREET GROUP, LLC (35.5K shares), Royal Bank of Canada (35.2K shares), and UBS Group AG (25.5K 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.