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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 2026-03-31, 702,966 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
41
13F filers
41
New
10
Added
11
Reduced
10
Sold out
5
Shares held by filers
702,966

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Ferguson Shapiro LLC217,818$17.9M5.45%+121,70813F-HRTimeline
LPL Financial LLC102,186$8.4M<0.01%+24,88413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,401$4.96M<0.01%+18013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.45,498$3.74M0.01%+45213F-HRTimelineGroup
Prospera Financial Services Inc37,037$3.04M0.05%-38013F-HRTimeline
RiverFront Investment Group, LLC36,407$2.99M0.05%-52813F-HRTimeline
Cetera Investment Advisers28,554$2.35M<0.01%+1,64513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,405$2.17M<0.01%-65913F-HRTimelineGroup
OLD MISSION CAPITAL LLC21,350$1.75M0.04%new13F-HRTimeline
Cambridge Investment Research Advisors,…17,388$1.43M<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC16,285$1.34M<0.01%-11613F-HRTimeline
Maia Wealth LLC15,582$1.28M0.22%+1,24813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,452$1.19M<0.01%+10,41413F-HRTimelineGroup
World Investment Advisors11,160$917K0.01%-82213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,118$749K<0.01%+55913F-HR/ATimelineGroup
Keystone Wealth Services, LLC7,462$613K0.13%new13F-HRTimeline
Farther Finance Advisors, LLC6,180$509K<0.01%-11,10213F-HRTimeline
Triad Wealth Partners, LLC4,882$401K0.03%-1,07913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,907$321K<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC3,869$318K0.01%-30113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,200$263K<0.01%-10,93313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,969$244K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,634$216K<0.01%new13F-HRTimelineGroup
Worth Financial Advisory Group, LLC65$213K0.1%new13F-HRTimeline
GeoWealth Management, LLC2,373$195K0.01%new13F-HRTimeline
GAMMA Investing LLC1,890$155K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…853$70.3K<0.01%+18313F-HRTimeline
MAI Capital Management805$66.1K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC795$65.3K0.02%+21413F-HRTimeline
REAP Financial Group, LLC586$48.1K0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.284$23.3K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.159$13.1K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC112$9.2K<0.01%-48513F-HRTimeline
UBS Group AGin group UBS Group AG75$6.16K<0.01%013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…67$5.5K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…52$4.27K<0.01%013F-HRTimeline
NewEdge Advisors, LLC48$3.94K<0.01%013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC40$3.29K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14$1.12K<0.01%013F-HR/ATimelineGroup
Sunbelt Securities, Inc.3$275<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$156<0.01%013F-HRTimelineGroup