FIRST TRUST RIVERFRONT DYNAM (RFEM) Institutional Ownership Changes & 13F Activity
FIRST TRUST RIVERFRONT DYNAM (RFEM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Janney Montgomery Scott Llc, J.W. Cole Advisors, Inc., Lpl Financial Llc, Cetera Investment Advisers, and Coppell Advisory Solutions Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -817 | -20.9% | 3,090 | $290.21K | Q2 2026 | Sep 02, 2026 |
| Coppell Advisory Solutions Llc | Buy | +15,114 | — | 15,114 | $9.62K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -9,118 | -100.0% | 0 | $15.00 | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +2,710 | +102.9% | 5,344 | $501.90K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +2,223 | +10.4% | 23,573 | $2.21M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -1,935 | -13.4% | 12,517 | $1.18M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +298 | +9.3% | 3,498 | $328.56K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +32 | — | 32 | $2.91K | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | Sell | -16,015 | -56.1% | 12,539 | $1.18M | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Sell | -4,658 | -10.2% | 40,840 | $3.84M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +48 | — | 48 | $4.51K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +14 | — | 14 | $1.30K | Q2 2026 | Aug 12, 2026 |
| Triad Wealth Partners, Llc | Sell | -2,466 | -50.5% | 2,416 | $226.56K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +17,061 | +16.7% | 119,247 | $11.20M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +1,640 | +10.1% | 17,925 | $1.68M | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott Llc | Buy | +79,888 | — | 79,888 | $7.50M | Q2 2026 | Aug 05, 2026 |
| Keystone Wealth Services, Llc | Buy | +515 | +6.9% | 7,977 | $749.14K | Q2 2026 | Aug 05, 2026 |
| Reap Financial Group, Llc | Buy | +7 | +1.2% | 593 | $55.67K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Sell | -208 | -0.3% | 60,193 | $5.65M | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +425 | +2.4% | 17,813 | $1.67K | Q2 2026 | Jul 30, 2026 |
| Geowealth Management, Llc | Buy | +110 | +4.6% | 2,483 | $233.17K | Q2 2026 | Jul 30, 2026 |
| Riverfront Investment Group, Llc | Sell | -3,105 | -8.5% | 33,302 | $3.13M | Q2 2026 | Jul 29, 2026 |
| Maia Wealth Llc | Buy | +1,592 | +10.2% | 17,174 | $1.61M | Q2 2026 | Jul 28, 2026 |
| Truist Financial Corp | Buy | +774 | +2.9% | 27,179 | $2.55M | Q2 2026 | Jul 28, 2026 |
| Benjamin Edwards Inc | Sell | -279 | -9.4% | 2,690 | $252.63K | Q2 2026 | Jul 24, 2026 |
| J.W. Cole Advisors, Inc. | Buy | +25,184 | — | 25,184 | $2.37M | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, Llc | Sell | -27 | -0.4% | 6,153 | $577.87K | Q2 2026 | Jul 17, 2026 |
| Prospera Financial Services Inc | Sell | -3,324 | -9.0% | 33,713 | $3.17M | Q2 2026 | Jul 15, 2026 |
| Ferguson Shapiro Llc | Sell | -4,215 | -1.9% | 213,603 | $20.06M | Q2 2026 | Jul 09, 2026 |
| Sunbelt Securities, Inc. | Sell | -3 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
Frequently asked questions about RFEM activity
Which institutional owners are buying RFEM?
Institutional owners buying RFEM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RFEM activity?
"Buy" means an investor increased their reported position in RFEM compared to the prior reporting period. This reflects growing exposure to FIRST TRUST RIVERFRONT DYNAM (RFEM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RFEM increasing?
Institutional interest in RFEM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.