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Disclosery

RFEM FIRST TR EXCH TRADED FD III

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RIVR FRNT DYN (fund)

38 managers (38 13F filers) reported a position in RFEM shares at 2024-12-31, 409,391 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers
38
13F filers
38
New
2
Added
13
Reduced
12
Sold out
0
Shares held by filers
409,391

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC79,980$5.06M0.12%-3,62513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.44,063$2.79M0.01%+1,42513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,700$2.64M<0.01%+3,69113F-HRTimelineGroup
Prospera Financial Services Inc33,222$2.1M0.05%+28913F-HRTimeline
LPL Financial LLC31,314$1.98M<0.01%-1,70713F-HRTimeline
FLOW TRADERS U.S. LLC29,537$1.87M0.07%+20613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,305$1.85M<0.01%-19213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.26,387$1.67M0.07%+32713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,273$1.22M<0.01%+14,58613F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,872$625K0.04%-15013F-HRTimelineGroup
World Investment Advisors8,848$560K0.02%+74713F-HRTimeline
OLD MISSION CAPITAL LLC8,614$545K0.01%+4,49913F-HRTimeline
Capasso Planning Partners LLC7,802$494K0.2%+89413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,568$479K<0.01%13F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC6,232$394K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC4,712$299K0.04%+1,16513F-HRTimeline
CRUX WEALTH ADVISORS4,637$293K0.16%13F-HRTimeline
Maia Wealth LLC4,519$284K0.06%+1,20313F-HRTimeline
Freedom Investment Management, Inc.3,751$237K0.02%-28313F-HRTimeline
GAMMA Investing LLC1,932$122K0.01%+40113F-HRTimeline
REAP Financial Group, LLC1,483$93.9K0.02%-1,89113F-HRTimeline
NewEdge Advisors, LLC1,079$68.3K<0.01%-10,80713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…976$62.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.933$59.1K0.01%013F-HRTimeline
MAI Capital Management805$50.9K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC324$20.5K<0.01%+7713F-HRTimeline
Steward Partners Investment Advisory, L…111$7.03K<0.01%-8,70813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN105$6.65K<0.01%-113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO97$6.16K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG75$4.75K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.50$3.17K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY36$2.34K<0.01%013F-HR/ATimelineGroup
PSI Advisors, LLC28$1.77K<0.01%-8813F-HRTimeline
Wagner Wealth Management, LLC9$583<0.01%-313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8$529<0.01%013F-HR/ATimelineGroup
AMERIFLEX GROUP, INC.3$192<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.1$690.01%-1,09913F-HRTimeline
IFP Advisors, Inc0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.