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Disclosery

RFEM FIRST TR EXCH TRADED FD III

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RIVR FRNT DYN (fund)

37 managers (37 13F filers) reported a position in RFEM shares at 2025-03-31, 400,493 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
37
13F filers
37
New
2
Added
14
Reduced
15
Sold out
3
Shares held by filers
400,493

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
Baird Financial Group, Inc.in group Baird Financial Group, Inc.46,144$3M0.01%+2,08113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC45,456$2.96M<0.01%+3,75613F-HRTimelineGroup
OLD MISSION CAPITAL LLC42,763$2.78M0.05%+34,14913F-HRTimeline
LPL Financial LLC41,122$2.68M<0.01%+9,80813F-HRTimeline
RiverFront Investment Group, LLC38,714$2.52M0.06%-41,26613F-HRTimeline
Prospera Financial Services Inc32,842$2.14M0.05%-38013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,667$1.87M<0.01%-63813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.27,666$1.8M0.06%+1,27913F-HRTimeline
FLOW TRADERS U.S. LLC21,997$1.43M0.06%-7,54013F-HRTimeline
MML INVESTORS SERVICES, LLC11,652$758K<0.01%+5,42013F-HRTimeline
World Investment Advisors9,772$636K0.02%+92413F-HRTimeline
Cetera Investment Advisers8,683$565K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC8,141$531K0.07%+3,42913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,171$467K<0.01%-39713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,882$448K<0.01%-12,39113F-HR/ATimelineGroup
Capasso Planning Partners LLC6,036$393K0.16%-1,76613F-HRTimeline
Maia Wealth LLC6,039$378K0.09%+1,52013F-HRTimeline
Freedom Investment Management, Inc.4,232$275K0.02%+48113F-HRTimeline
GAMMA Investing LLC1,890$123K0.01%-4213F-HR/ATimeline
LANARK FINANCIAL, INC.1,100$71K0.01%+1,09913F-HRTimeline
Sunbelt Securities, Inc.943$61.4K0.01%+1013F-HRTimeline
MAI Capital Management805$52.4K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.792$51.6K<0.01%+78413F-HRTimelineGroup
REAP Financial Group, LLC528$34.4K0.01%-95513F-HRTimeline
HARBOUR INVESTMENTS, INC.120$7.81K<0.01%+7013F-HRTimeline
UBS Group AGin group UBS Group AG75$4.88K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…52$3.38K<0.01%-5913F-HRTimeline
NewEdge Advisors, LLC48$3.12K<0.01%-1,03113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49$3K<0.01%new13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO36$2.39K<0.01%-6113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY35$2.28K<0.01%-113F-HRTimelineGroup
PSI Advisors, LLC28$1.82K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC9$600<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.3$195<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$44<0.01%-10413F-HRTimelineGroup
IFP Advisors, Inc0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-97613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.