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Get Institutions for : 
Riverfront Dynamic Us Dividend Advantage Etf (RFDA)  
$49.31 0.61 (1.25%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    2
Total shares held : 
 1,367,027  
% of shares held : 
 15.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -119,720  
% of shares held change : 
   -1.33%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.50  
Last Quarter's Ending Price : 
 $47.67  
Last Quarter's Average Price : 
 $45.03  
Change from last quarter's     
avg. price to the last closing  : 
4.28 (9.5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 16
 0%
 
Increased Positions :
5
 9,414
 0.69%
 
Unchanged Positions :
5
 12,219
 0.89%
 
Decreased Positions :
15
-78,212
-5.72%
 
Closed Positions :
3
-50,938
-3.73%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RIVERFRONT INVESTMENT GROUP, LLC 31 - 2023-12-31 584,274 $27,852,000 -20,298
   PROSPERA FINANCIAL SERVICES 56 - 2023-12-31 221,204 $10,545,000 6,040
   ENVESTNET ASSET MANAGEMENT INC 1499 - 2023-12-31 192,365 $9,170,000 -7,809
   BB&T CORP 670 - 2023-12-31 177,096 $8,442,000 -7,451
   Elevated Capital Advisors LLC 38 - 2024-03-31 55,338 $2,809,000 -2,226
   Truadvice LLC 33 - 2023-09-30 44,442 $1,969,000 -11,840
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2080 - 2024-03-31 18,749 $952,000 11,549
   RAYMOND JAMES & ASSOCIATES 2643 - 2024-03-31 17,682 $897,000 993
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3022 - 2023-12-31 17,645 $841,000 457
   Koshinski Asset Management Inc. 210 - 2023-12-31 16,985 $810,000 -29,938
   JANNEY MONTGOMERY SCOTT LLC 1617 - 2023-12-31 15,701 $748,000 -706
   BENJAMIN F. EDWARDS & COMPANY INC. 609 - 2023-12-31 11,408 $544,000 -1,257
   ROYAL BANK OF CANADA 3607 - 2023-12-31 11,084 $528,000 -175
   DAVENPORT & CO LLC - 2023-12-31 8,930 $426,000 -10
   Kestra Advisory Services LLC 1849 - 2023-12-31 6,151 $293,000 -2,277
   Raleigh Capital Management Inc. 156 - 2023-12-31 6,134 $292,000 1,185
   Stratos Wealth Partners LTD. 1117 - 2024-03-31 5,507 $280,000 -866
   GAMMA Investing LLC 580 - 2024-03-31 2,297 $117,000 0
   J P MORGAN CHASE & CO 4500 - 2023-12-31 2,049 $98,000 0
   Advisor Group Holdings Inc. 4607 - 2023-12-31 1,527 $73,000 -525
   BANK OF AMERICA CORP /DE/ 5396 - 2023-12-31 1,500 $72,000 0
   Goss Wealth Management LLC 2148 - 2023-12-31 1,267 $60,000 -358
   UBS Group AG 5306 - 2023-12-31 940 $45,000 736
   MORGAN STANLEY 6456 - 2023-12-31 185 $9,000 -269
   FMR LLC 4589 *New 2023-12-31 16 $1,000 16
   FLOW TRADERS U.S. LLC 843 *Closed 2023-12-31 0 $0 -8,500
   WELLS FARGO & CO/MN 6713 - 2023-12-31 1 $0 1
   PROEQUITIES INC. 8623 - 2023-12-31 0 $0 0
   CITADEL ADVISORS LLC 6421 *Closed 2023-12-31 0 $0 -24,261
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3388 *Closed 2024-03-31 0 $0 -6,576
  30 Records found
  1    
  Page 1 of 1
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