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RFDA ALPS ETF TR

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DYNAM US ETF (fund)

24 managers (24 13F filers) reported a position in RFDA shares at 2025-03-31, 1,147,695 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.

Managers
24
13F filers
24
New
0
Added
7
Reduced
13
Sold out
1
Shares held by filers
1,147,695

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RiverFront Investment Group, LLC259,309$13.8M0.31%-303,86513F-HRTimeline
Prospera Financial Services Inc242,219$12.9M0.3%+4,11213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC182,934$9.72M<0.01%-7,98813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP172,867$9.18M0.01%-2,16213F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY69,347$3.68M3.75%-1,32913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC60,403$3.21M<0.01%+22,53313F-HRTimelineGroup
Koshinski Asset Management, Inc.37,291$1.98M0.17%-27413F-HRTimeline
Bison Wealth, LLC31,710$1.68M0.16%-1,72713F-HRTimeline
Janney Montgomery Scott LLC15,558$827K<0.01%+38513F-HRTimeline
GAMMA Investing LLC15,067$800K0.06%-29513F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,445$661K<0.01%-3,98913F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC9,297$494K0.4%+2413F-HRTimeline
DAVENPORT & Co LLC8,721$463K<0.01%-5613F-HRTimeline
Elevated Capital Advisors, LLC7,971$423K0.12%-31913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP7,400$393K<0.01%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,887$313K<0.01%-5013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,140$273K<0.01%-78613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,482$132K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1,040$55.2K<0.01%+1213F-HRTimeline
UBS Group AGin group UBS Group AG381$20.2K<0.01%+28213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY186$9.92K<0.01%+113F-HRTimelineGroup
Luminist Capital LLC39$2.08K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$52<0.01%-54413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.