FIRST TRUST RIVERFRONT DYNAM (RFEM) Top Institutional Shareholders
FIRST TRUST RIVERFRONT DYNAM (RFEM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $56.46M in RFEM holdings during the latest filing period.
Ferguson Shapiro Llc is currently the largest disclosed institutional shareholder of RFEM tracked by InsiderSet, reporting ownership valued at approximately $17.89M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.81M, representing an estimated gain of +16.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed RFEM value among the investors covered in this analysis. Major shareholders include Ferguson Shapiro Llc, Lpl Financial Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in FIRST TRUST RIVERFRONT DYNAM (RFEM).
This page ranks the largest institutional RFEM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
38
Total Reported Value
$56.46M
Largest Holder
Ferguson Shapiro Llc
Largest Position
$17.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ferguson Shapiro Llc | 5.45% | 217,818 | $17,894,903 | $20,809,264 | +$2,914,361 | +16.29% | |
| Lpl Financial Llc | 0.00% | 102,186 | $8,395,090 | $9,762,350 | +$1,367,260 | +16.29% | |
| Envestnet Asset Management Inc | 0.00% | 60,401 | $4,962,228 | $5,770,416 | +$808,188 | +16.29% | |
| Baird Financial Group, Inc. | 0.01% | 45,498 | $3,737,902 | $4,346,656 | +$608,754 | +16.29% | |
| Prospera Financial Services Inc | 0.05% | 37,037 | $3,042,550 | $3,538,333 | +$495,783 | +16.29% | |
| Riverfront Investment Group, Llc | 0.05% | 36,407 | $2,991,028 | $3,478,146 | +$487,118 | +16.29% | |
| Cetera Investment Advisers | 0.00% | 28,554 | $2,345,869 | $2,727,909 | +$382,040 | +16.29% | |
| Truist Financial Corp | 0.00% | 26,405 | $2,169,290 | $2,522,604 | +$353,314 | +16.29% | |
| Old Mission Capital Llc | 0.04% | 21,350 | $1,754,015 | $2,039,674 | +$285,659 | +16.29% | |
| Mml Investors Services, Llc | 0.00% | 16,285 | $1,337,866 | $1,555,789 | +$217,923 | +16.29% | |
| Maia Wealth Llc | 0.22% | 15,582 | $1,280,169 | $1,488,628 | +$208,459 | +16.28% | |
| Raymond James Financial Inc | 0.00% | 14,452 | $1,187,322 | $1,380,673 | +$193,351 | +16.28% | |
| World Investment Advisors | 0.01% | 11,160 | $916,887 | $1,066,172 | +$149,285 | +16.28% | |
| Wells Fargo & Company/Mn | 0.00% | 9,118 | $749,056 | $871,089 | +$122,033 | +16.29% | |
| Keystone Wealth Services, Llc | 0.13% | 7,462 | $613,037 | $712,883 | +$99,846 | +16.29% | |
| Farther Finance Advisors, Llc | 0.00% | 6,180 | $509,393 | $590,407 | +$81,014 | +15.90% | |
| Triad Wealth Partners, Llc | 0.03% | 4,882 | $401,082 | $466,402 | +$65,320 | +16.29% | |
| Citadel Advisors Llc | 0.00% | 3,907 | $320,981 | $373,256 | +$52,275 | +16.29% | |
| Mgo One Seven Llc | 0.01% | 3,869 | $317,859 | $369,625 | +$51,766 | +16.29% | |
| Osaic Holdings, Inc. | 0.00% | 3,200 | $262,917 | $305,712 | +$42,795 | +16.28% | |
| Benjamin Edwards Inc | 0.00% | 2,969 | $243,913 | $283,644 | +$39,731 | +16.29% | |
| Jane Street Group, Llc | 0.00% | 2,634 | $216,397 | $251,639 | +$35,242 | +16.29% | |
| Worth Financial Advisory Group, Llc | 0.09% | 65 | $212,939 | $6,210 | -$206,729 | -97.08% | |
| Geowealth Management, Llc | 0.01% | 2,373 | $194,968 | $226,705 | +$31,737 | +16.28% | |
| Gamma Investing Llc | 0.01% | 1,890 | $155,274 | $180,561 | +$25,287 | +16.29% | |
| International Assets Investment Management, Llc | 0.00% | 853 | $70,307 | $81,491 | +$11,184 | +15.91% | |
| Mai Capital Management | 0.00% | 805 | $66,136 | $76,906 | +$10,770 | +16.28% | |
| Reap Financial Group, Llc | 0.01% | 586 | $48,105 | $55,984 | +$7,879 | +16.38% | |
| Harbour Investments, Inc. | 0.00% | 284 | $23,332 | $27,132 | +$3,800 | +16.29% | |
| Evolution Wealth Management Inc. | 0.01% | 159 | $13,063 | $15,190 | +$2,127 | +16.28% | |
| Elevated Capital Advisors, Llc | 0.00% | 112 | $9,201 | $10,700 | +$1,499 | +16.29% | |
| Ubs Group Ag | 0.00% | 75 | $6,162 | $7,165 | +$1,003 | +16.28% | |
| Ascentis Independent Advisors | 0.00% | 67 | $5,504 | $6,401 | +$897 | +16.29% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 52 | $4,272 | $4,968 | +$696 | +16.29% | |
| Assetmark, Inc | 0.00% | 40 | $3,286 | $3,821 | +$535 | +16.29% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 17,388 | $1,429 | $1,661,164 | +$1,659,735 | +116146.63% | |
| Sunbelt Securities, Inc. | 0.00% | 3 | $275 | $287 | +$12 | +4.22% | |
| Morgan Stanley | 0.00% | 1 | $156 | $96 | -$60 | -38.76% |
Frequently asked questions about RFEM
Who owns the most RFEM stock?
The largest holders of RFEM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST RIVERFRONT DYNAM (RFEM).
Is RFEM widely held by superinvestors?
Many widely followed stocks like RFEM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RFEM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.