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Get Institutions for : 
First Trust Riverfront Dynamics Emerging Markets (RFEM)  
$71.97 0.58 (0.81%) as of 4:30 Wed 7/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 37    0
Total shares held : 
400,493  
% of shares held : 
4.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
-8,574  
% of shares held change : 
  -0.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$63.45  
Last Quarter's Ending Price : 
$65.09  
Last Quarter's Average Price
$64.86  
Change from last quarter's     
avg. price to the last closing  : 
7.11 (10.96%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 8,732
 2.18%
 
Increased Positions :
14
 64,810
 16.18%
 
Unchanged Positions :
6
 920
 0.23%
 
Decreased Positions :
15
-67,607
-16.88%
 
Closed Positions :
2
-14,509
-3.62%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for period: 
3-31-2024 View holdings for period: 
6-30-2024 View holdings for period: 
9-30-2024 View holdings for period: 
12-31-2024 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Baird Financial Group Inc. 834 - 2025-03-31 46,144 $3,003,000 2,081
   ENVESTNET ASSET MANAGEMENT INC 2422 - 2025-03-31 45,456 $2,959,000 3,756
   OLD MISSION CAPITAL LLC 171 - 2025-03-31 42,763 $2,783,000 34,149
   LPL FINANCIAL CORP 2639 - 2025-03-31 41,122 $2,677,000 9,808
   RIVERFRONT INVESTMENT GROUP, LLC 94 - 2025-03-31 38,714 $2,520,000 -41,266
   PROSPERA FINANCIAL SERVICES 380 - 2025-03-31 32,842 $2,137,000 -380
   BB&T CORP 1249 - 2025-03-31 28,667 $1,866,000 -638
   J.W. COLE ADVISORS INC. 351 - 2025-03-31 27,666 $1,801,000 1,279
   FLOW TRADERS U.S. LLC 275 - 2025-03-31 21,997 $1,432,000 -7,540
   MML INVESTORS SERVICES LLC 1736 - 2025-03-31 11,652 $758,000 5,420
   Pensionmark Financial Group LLC 617 - 2025-03-31 9,772 $636,000 924
   Cetera Investment Advisers 2672 *New 2025-03-31 8,683 $565,000 8,683
   Coppell Advisory Solutions LLC 198 - 2025-03-31 8,141 $531,000 3,429
   RAYMOND JAMES FINANCIAL INC 3909 - 2025-03-31 7,171 $467,000 -397
   JANE STREET GROUP LLC 3721 - 2025-03-31 6,882 $448,000 -12,391
   Capasso Planning Partners LLC 73 - 2025-03-31 6,036 $393,000 -1,766
   Maia Wealth LLC 198 - 2025-03-31 6,039 $378,000 1,520
   EQIS CAPITAL MANAGEMENT, INC. 618 - 2025-03-31 4,232 $275,000 481
   GAMMA Investing LLC 1075 - 2025-03-31 1,890 $123,000 -42
   NBC SECURITIES INC. 1051 - 2025-03-31 1,100 $71,000 1,099
   Sunbelt Securities Inc. 846 - 2025-03-31 943 $61,000 10
   MCCORMACK ADVISORS INTERNATIONAL 1623 - 2025-03-31 805 $52,000 0
   Advisor Group Holdings Inc. 4562 - 2025-03-31 792 $52,000 784
   REAP Financial Group LLC 247 - 2025-03-31 528 $34,000 -955
   TUCKER ASSET MANAGEMENT LLC 398 - 2024-12-31 324 $21,000 77
   HARBOUR INVESTMENTS INC. 2510 - 2025-03-31 120 $8,000 70
   UBS Group AG 7101 - 2025-03-31 75 $5,000 0
   Goss Wealth Management LLC 3364 - 2025-03-31 48 $3,000 -1,031
   ROYAL BANK OF CANADA 5828 *New 2025-03-31 49 $3,000 49
   Steward Partners Investment Advisory LLC 3429 - 2025-03-31 52 $3,000 -59
   PSI Advisors LLC 560 - 2025-03-31 28 $2,000 0
   MORGAN STANLEY 6838 - 2025-03-31 35 $2,000 -1
   J P MORGAN CHASE & CO 5265 - 2025-03-31 36 $2,000 -61
   Wagner Wealth Management LLC 226 - 2025-03-31 9 $1,000 0
   HILLTOP HOLDINGS INC. 845 *Closed 2025-03-31 0 $0 -9,872
   CRUX WEALTH ADVISORS 171 *Closed 2025-03-31 0 $0 -4,637
   WELLS FARGO & CO/MN 5708 - 2025-03-31 1 $0 -104
   PROEQUITIES INC. 2809 - 2025-03-31 0 $0 -976
   IFP Advisors Inc 4415 - 2025-03-31 0 $0 0
   AMERIFLEX GROUP INC. 1282 - 2025-03-31 3 $0 0

  40 Records found
  1    
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