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First Trust Bloomberg Shareholder Yield ETF (RNLC) Institutional Ownership

$41.99 +0.04 (+0.10%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust Bloomberg Shareholder Yield ETF (NASDAQ:RNLC)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$389.38K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$229.73K
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RNLC Institutional Buying and Selling by Quarter

First Trust Bloomberg Shareholder Yield ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/17/2024 Manchester Financial Inc.93,808$3.55M0.9%-2.6%17.056%
7/11/2024 Clarus Wealth Advisors7,770$298K0.2%-9.7%1.413%
4/11/2024 Clarus Wealth Advisors8,603$320K0.2%-23.8%1.564%
1/22/2024 Clarus Wealth Advisors11,290$384K0.2%N/A2.053%
11/4/2023 NBC Securities Inc.927$28K0.0%N/A0.155%
5/10/2023 Mach 1 Financial Group LLC3,927$121.69M0.8%N/A0.714%
5/5/2023 Silver Oak Securities Incorporated51,132$1.58M0.3%+1.0%9.297%
5/4/2023 FSB Premier Wealth Management Inc.28,120$871K0.5%-24.2%5.113%
4/25/2023 Geneos Wealth Management Inc.800$25K0.0%-33.3%0.145%
4/19/2023 Manchester Financial Inc.56,614$1.75M0.5%-7.1%10.293%
2/9/2023Ahrens Investment Partners LLC10,281$307K0.1%-36.5%1.869%
2/7/2023 LPL Financial LLC55,255$1.65M0.0%-3.4%10.046%
2/7/2023IFP Advisors Inc2,068$46K0.0%-27.0%0.376%
2/6/2023 FSB Premier Wealth Management Inc.37,114$1.11M0.6%-1.3%6.748%
2/2/2023 Silver Oak Securities Incorporated50,602$1.51M0.3%-2.9%9.200%
11/23/2022 FSB Premier Wealth Management Inc.37,619$1.01M0.6%-45.6%5.788%
11/15/2022 Belpointe Asset Management LLC4,536$121K0.0%+10.2%0.698%
11/8/2022 Mach 1 Financial Group LLC3,927$105K0.1%N/A0.604%
11/8/2022Ahrens Investment Partners LLC16,191$433K0.2%-45.7%2.491%
10/20/2022 Silver Oak Securities Incorporated52,112$1.39M0.3%+0.9%8.017%
8/15/2022 Atria Wealth Solutions Inc.12,699$362K0.0%N/A1.814%
8/13/2022 Flow Traders U.S. LLC8,974$255K0.0%-10.1%1.282%
8/11/2022 Cetera Investment Advisers8,471$241K0.0%+17.3%1.210%
8/1/2022 FSB Premier Wealth Management Inc.69,147$1.97M1.1%-7.1%9.878%
7/28/2022 Manchester Financial Inc.62,722$1.79M0.7%N/A8.960%
7/22/2022 Geneos Wealth Management Inc.1,200$34K0.0%-40.0%0.171%
5/10/2022 SILVER OAK SECURITIES Inc29,409$969K0.2%N/A4.524%
5/2/2022 FSB Premier Wealth Management Inc.74,442$2.39M1.2%-65.2%11.453%
4/14/2022 FSB Premier Wealth Management Inc.75,936$2.53M1.2%-64.5%11.682%
2/14/2022 LPL Financial LLC162,126$5.73M0.0%+14.5%23.161%
2/3/2022 Cambridge Investment Research Advisors Inc.6,110$216K0.0%N/A0.815%
2/3/2022 Advisor Group Holdings Inc.10,073$355K0.0%-13.2%1.343%
2/3/2022 FSB Premier Wealth Management Inc.213,808$7.55M3.2%N/A26.726%
1/31/2022 SignalPoint Asset Management LLC84,461$2.98M0.9%+7.2%9.385%
1/21/2022Ahrens Investment Partners LLC29,890$1.06M0.5%-1.7%3.321%
11/16/2021 LPL Financial LLC141,596$4.52M0.0%+48.2%14.905%
11/15/2021 Flow Traders U.S. LLC10,379$331K0.0%N/A1.093%
11/10/2021 Goldman Sachs Group Inc.20,343$649K0.0%N/A2.141%
10/28/2021 SignalPoint Asset Management LLC78,794$2.52M0.8%+17.2%8.294%
10/27/2021 Moloney Securities Asset Management LLC7,517$240K0.0%N/A0.791%
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10/12/2021 IFG Advisory LLC8,738$278K0.0%-8.0%0.920%
8/13/2021 LPL Financial LLC95,562$3.08M0.0%+13.0%10.618%
8/12/2021 Strategic Blueprint LLC2,722$88K0.0%N/A0.302%
8/10/2021 Cambridge Investment Research Advisors Inc.6,693$215K0.0%N/A0.744%
8/9/2021 Level Four Advisory Services LLC7,675$247K0.0%-14.9%0.853%
5/10/2021 Level Four Advisory Services LLC9,015$273K0.0%-61.3%1.061%
5/3/2021 SignalPoint Asset Management LLC67,452$2.04M0.7%+32.5%7.936%
4/19/2021 IFG Advisory LLC9,509$287K0.0%+4.9%0.951%
3/26/2021 Susquehanna International Group LLP44,088$1.22M0.0%+36.5%5.187%
2/12/2021 LPL Financial LLC73,648$2.01M0.0%+16.4%8.664%
2/10/2021 Level Four Advisory Services LLC23,303$637K0.1%-15.6%2.742%
1/26/2021 SignalPoint Asset Management LLC50,912$1.39M0.5%+54.6%5.990%
11/16/2020 SignalPoint Asset Management LLC32,925$789K0.3%N/A4.116%
(Data available from 1/1/2016 forward)

RNLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RNLC shares?

During the previous two years, 10 institutional investors and hedge funds held shares of First Trust Bloomberg Shareholder Yield ETF. The most heavily invested institutionals were Mach 1 Financial Group LLC ($121.69M), Manchester Financial Inc. ($3.55M), LPL Financial LLC ($1.65M), Silver Oak Securities Incorporated ($1.58M), FSB Premier Wealth Management Inc. ($871K), Ahrens Investment Partners LLC ($307K), and Clarus Wealth Advisors ($298K).Learn more on RNLC's institutional investors.

Which institutional investors have been buying First Trust Bloomberg Shareholder Yield ETF stock?

The following institutional investors have purchased First Trust Bloomberg Shareholder Yield ETF stock in the last 24 months: Clarus Wealth Advisors ($11.29K), Mach 1 Financial Group LLC ($3.93K), NBC Securities Inc. ($927.00), and Silver Oak Securities Incorporated ($530.00).

How much institutional buying is happening at First Trust Bloomberg Shareholder Yield ETF?

Institutional investors have bought a total of 16,674 shares in the last 24 months. This purchase volume represents approximately $694.29K in transactions.

Which First Trust Bloomberg Shareholder Yield ETF major shareholders have been selling company stock?

The following institutional investors have sold First Trust Bloomberg Shareholder Yield ETF stock in the last 24 months: FSB Premier Wealth Management Inc. ($41.03K), Manchester Financial Inc. ($6.84K), Ahrens Investment Partners LLC ($5.91K), Clarus Wealth Advisors ($3.52K), LPL Financial LLC ($1.97K), Silver Oak Securities Incorporated ($1.51K), and IFP Advisors Inc ($766.00).

How much institutional selling is happening at First Trust Bloomberg Shareholder Yield ETF?

Institutional investors have sold a total of 61,943 shares in the last 24 months. This volume of shares sold represents approximately $3.40M in transactions.



This page (NASDAQ:RNLC) was last updated on 11/21/2024 by MarketBeat.com Staff
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