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Get Institutions for : 
Riverfront Dynamic Us Flex Cap Etf (RFFC)  
$50.58 0.00 (0.00%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 16    2
Total shares held : 
 451,397  
% of shares held : 
 5.02%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -15,130  
% of shares held change : 
   -0.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $42.60  
Last Quarter's Ending Price : 
 $47.40  
Last Quarter's Average Price : 
 $44.35  
Change from last quarter's     
avg. price to the last closing  : 
6.23 (14.05%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
5
 9,532
 2.11%
 
Unchanged Positions :
3
 1,136
 0.25%
 
Decreased Positions :
8
-11,944
-2.65%
 
Closed Positions :
2
-12,718
-2.82%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RIVERFRONT INVESTMENT GROUP, LLC 55 - 2023-12-31 178,679 $8,470,000 -7,680
   PROSPERA FINANCIAL SERVICES 211 - 2023-12-31 70,824 $3,357,000 372
   ENVESTNET ASSET MANAGEMENT INC 2192 - 2023-12-31 65,740 $3,116,000 1,465
   BB&T CORP 1097 - 2023-12-31 57,052 $2,705,000 -2,370
   Advisor Group Holdings Inc. 2443 - 2023-12-31 22,444 $1,064,000 2,480
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2941 - 2023-12-31 18,834 $893,000 5,211
   Fermata Advisors LLC 86 *New 2024-03-31 16,519 $873,000 16,519
   Elevated Capital Advisors LLC 120 - 2024-03-31 12,250 $648,000 -5,455
   Stratos Wealth Partners LTD. 1032 - 2024-03-31 6,399 $338,000 -800
   Truadvice LLC 196 - 2023-09-30 5,660 $249,000 -5,142
   ROYAL BANK OF CANADA 4315 - 2023-12-31 5,016 $238,000 -584
   BENJAMIN F. EDWARDS & COMPANY INC. 869 - 2023-12-31 4,232 $201,000 -427
   Goss Wealth Management LLC 1873 - 2023-12-31 2,507 $119,000 -41
   Raleigh Capital Management Inc. 228 - 2023-12-31 1,965 $93,000 361
   J P MORGAN CHASE & CO 4761 - 2023-12-31 936 $44,000 0
   MORGAN STANLEY 6458 - 2023-12-31 200 $9,000 0
   UBS Group AG 6840 - 2023-12-31 29 $1,000 4
   PROEQUITIES INC. 2294 - 2023-12-31 0 $0 0
   HILLTOP HOLDINGS INC. 597 *Closed 2023-12-31 0 $0 -6,300
   Koshinski Asset Management Inc. 568 *Closed 2023-12-31 0 $0 -6,418
   WELLS FARGO & CO/MN 6663 - 2023-12-31 0 $0 -1
  21 Records found
  1    
  Page 1 of 1
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