Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Riverfront Dynamic Us Dividend Advantage Etf (RFDA)  
$51.76 0.08 (0.16%) as of 4:30 Thu 5/16


Download
     
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  : 
6.73 (14.94%)  




 
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 - 2024-03-31 570,908 $28,977,000 -13,366
   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
   JANNEY MONTGOMERY SCOTT LLC 1651 - 2024-03-31 15,559 $790,000 -142
   BENJAMIN F. EDWARDS & COMPANY INC. 629 - 2024-03-31 11,147 $566,000 -261
   ROYAL BANK OF CANADA 3607 - 2023-12-31 11,084 $528,000 -175
   DAVENPORT & CO LLC 847 - 2024-03-31 7,843 $398,000 -1,087
   Kestra Advisory Services LLC 1849 - 2023-12-31 6,151 $293,000 -2,277
   Stratos Wealth Partners LTD. 1117 - 2024-03-31 5,507 $280,000 -866
   Goss Wealth Management LLC 2148 - 2023-12-31 1,267 $60,000 -358
   Advisor Group Holdings Inc. 4710 - 2024-03-31 950 $48,000 -577
   MORGAN STANLEY 6456 - 2023-12-31 185 $9,000 -269
   WELLS FARGO & CO/MN 6557 - 2024-03-31 0 $0 -1
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us