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Disclosery

RFEM FIRST TR EXCH TRADED FD III

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RIVR FRNT DYN (fund)

41 managers (41 13F filers) reported a position in RFEM shares at 2026-06-30, 799,614 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
41
13F filers
41
New
6
Added
12
Reduced
12
Sold out
5
Shares held by filers
799,614

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Ferguson Shapiro LLC213,603$20.1M5.94%-4,21513F-HRTimeline
LPL Financial LLC119,247$11.2M<0.01%+17,06113F-HRTimeline
Janney Montgomery Scott LLC79,888$7.5M0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,193$5.65M<0.01%-20813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.40,840$3.84M0.01%-4,65813F-HRTimelineGroup
Prospera Financial Services Inc33,713$3.17M0.05%-3,32413F-HRTimeline
RiverFront Investment Group, LLC33,302$3.13M0.04%-3,10513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,179$2.55M<0.01%+77413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.25,184$2.37M0.04%new13F-HRTimeline
OLD MISSION CAPITAL LLC23,573$2.21M0.06%+2,22313F-HRTimeline
MML INVESTORS SERVICES, LLC17,925$1.68M<0.01%+1,64013F-HRTimeline
Cambridge Investment Research Advisors,…17,813$1.67M<0.01%+42513F-HR/ATimeline
Maia Wealth LLC17,174$1.61M0.24%+1,59213F-HRTimeline
Cetera Investment Advisers12,539$1.18M<0.01%-16,01513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,517$1.18M<0.01%-1,93513F-HRTimelineGroup
World Investment Advisors11,160$917K0.02%013F-HRTimeline
Keystone Wealth Services, LLC7,977$749K0.14%+51513F-HRTimeline
Farther Finance Advisors, LLC6,153$578K<0.01%-2713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,344$502K<0.01%+2,71013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,498$329K<0.01%+29813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,090$290K<0.01%-81713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,690$253K<0.01%-27913F-HRTimelineGroup
GeoWealth Management, LLC2,483$233K0.01%+11013F-HRTimeline
Triad Wealth Partners, LLC2,416$227K0.01%-2,46613F-HRTimeline
GAMMA Investing LLC1,890$178K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…853$79.2K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC804$75.5K0.02%+913F-HRTimeline
REAP Financial Group, LLC593$55.7K0.01%+713F-HRTimeline
HARBOUR INVESTMENTS, INC.284$26.7K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.159$14.9K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC112$10.5K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC15,114$9.62K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG75$7.04K<0.01%013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…67$6.29K0.02%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…52$4.88K<0.01%013F-HRTimeline
NewEdge Advisors, LLC48$4.51K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32$2.91K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16$1.5K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14$1.3K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…0$43<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$15<0.01%-9,11813F-HRTimelineGroupAmount filed as zero, left out of ratios.