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First Trust Riverfront Dynam (RFEM)

CUSIP: 33739P707 | NYSE | 122 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ARobert W. Baird & Co. Inc40,8434.8%Newly reportedJun 30, 2026No 13F filer matched
13G/ARobert W. Baird & Co. Inc40,843
4.8% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Ferguson Shapiro LLC212,848
6.1% of portfolio›$20.8M
Maia Wealth LLC18,929
0.3% of portfolio›$1.9M
Prospera Financial Services Inc15,267
0.0% of portfolio›$1.4M
Farther Finance Advisors, LLC9,648
0.0% of portfolio›$945.1K
Keystone Wealth Services, LLC7,672
0.1% of portfolio›$756.8K
Truist Financial Corp7,591
0.0% of portfolio›$743.6K
Gamma Investing LLC3,160
0.0% of portfolio›$309.5K
Triad Wealth Partners, LLC2,228
0.0% of portfolio›$218.2K
Cambridge Investment Research Advisors, Inc.2,225
0.0% of portfolio›$218.0K
Reap Financial Group, LLC597
0.0% of portfolio›$58.5K
Elevated Capital Advisors, LLC112
0.0% of portfolio›$11.0K
Evolution Wealth Management Inc.74
0.0% of portfolio›$7.2K
Ascentis Independent Advisors67
0.0% of portfolio›$6.6K
CX Institutional33
0.0% of portfolio›$3
StyleTurnoverLocationFiled
Ferguson Shapiro LLC
212,848$20.8M6.1%ETFHighDecatur, GA2026-10-16
Maia Wealth LLC
18,929$1.9M0.3%ETFMediumDenver, CO2026-10-19
Prospera Financial Services Inc
15,267$1.4M0.0%CoreMediumDallas, TX2026-11-04
Farther Finance Advisors, LLC
9,648$945.1K0.0%IndexLowSan Francisco, CA2026-10-08
Keystone Wealth Services, LLC
7,672$756.8K0.1%ETFHighPalm Desert, CA2026-11-03
Truist Financial Corp
7,591$743.6K0.0%CoreLowCharlotte, NC2026-10-30
Gamma Investing LLC
3,160$309.5K0.0%IndexVery LowFoster City, CA2026-10-08
Triad Wealth Partners, LLC
2,228$218.2K0.0%ETFMediumLawrence, KS2026-10-26
Cambridge Investment Research Advisors, Inc.
2,225$218.0K0.0%ETFLowFairfield, IA2026-11-02
Reap Financial Group, LLC
597$58.5K0.0%ETFLowAustin, TX2026-11-02
Elevated Capital Advisors, LLC
112$11.0K0.0%ETFMediumSandy, UT2026-11-04
Evolution Wealth Management Inc.
74$7.2K0.0%ETFMediumFort Myers, FL2026-10-28
Ascentis Independent Advisors
67$6.6K0.0%ETFLowDallas, TX2026-11-03
CX Institutional
33$30.0%CoreMediumAuburn, IN2026-10-02