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Disclosery

RFEM FIRST TR EXCH TRADED FD III

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RIVR FRNT DYN (fund)

36 managers (36 13F filers) reported a position in RFEM shares at 2025-12-31, 636,210 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
36
13F filers
36
New
6
Added
15
Reduced
6
Sold out
4
Shares held by filers
636,210

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Ferguson Shapiro LLC96,110$7.61M2.34%new13F-HRTimeline
LPL Financial LLC77,302$6.12M<0.01%+24,61813F-HRTimeline
Janney Montgomery Scott LLC72,344$5.73M0.01%+2,97513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,221$4.77M<0.01%+3,10113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.45,046$3.57M0.01%-94613F-HRTimelineGroup
Prospera Financial Services Inc37,417$2.96M0.05%+1,68413F-HRTimeline
RiverFront Investment Group, LLC36,935$2.92M0.05%-7013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,064$2.14M<0.01%-94713F-HRTimelineGroup
Cetera Investment Advisers26,909$2.13M<0.01%+2,03513F-HRTimeline
J.W. COLE ADVISORS, INC.26,392$2.09M0.05%+65113F-HRTimeline
Coppell Advisory Solutions LLC21,832$1.73M0.17%+1,91013F-HRTimeline
Farther Finance Advisors, LLC17,282$1.37M0.01%+8113F-HRTimeline
MML INVESTORS SERVICES, LLC16,401$1.3M<0.01%+3,50013F-HRTimeline
Maia Wealth LLC14,334$1.26M0.21%+1,37513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,133$1.12M<0.01%+13,09013F-HRTimelineGroup
World Investment Advisors11,982$949K0.02%+53413F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,559$678K<0.01%+8,30713F-HRTimelineGroup
Triad Wealth Partners, LLC5,961$472K0.04%new13F-HRTimeline
Wagner Wealth Management, Corp5,724$453K0.45%13F-HRTimeline
MGO ONE SEVEN LLC4,170$330K0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,038$320K<0.01%+1913F-HRTimelineGroup
GAMMA Investing LLC1,890$150K0.01%013F-HRTimeline
MAI Capital Management805$63.7K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…670$53.1K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC597$47.3K0.01%new13F-HRTimeline
REAP Financial Group, LLC585$46.3K0.01%+413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC581$46K0.01%-4113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC290$23K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.284$22.5K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.159$12.6K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG75$5.94K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…52$4.12K<0.01%013F-HRTimeline
NewEdge Advisors, LLC48$3.8K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14$1.12K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.3$265<0.01%-95013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$151<0.01%-3513F-HR/ATimelineGroup