Alps Dynamic US Dividend AdvRFDAETF
13F holders, Q1 2025 (March 31)23holders −1
0new positions
1sold out
$53.12avg. 13F price*
At the end of Q1 2025, 23 institutions reported holding Alps Dynamic US Dividend Adv (RFDA) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were RiverFront Investment Group, LLC ($13.8M), Prospera Financial Services Inc ($12.9M) and Envestnet Asset Management Inc. ($9.7M).
- Company
- Alps Dynamic US Dividend Adv
- Filed as
- ALPS ETF TR (Q1 2025)
- CUSIP
- 00162Q528
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $333K |
All 13F filers, Q4 2024 → Q1 2025: 27,349 shares bought and 329,341 shares sold, net −301,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| RiverFront Investment Group, LLC | 0.31% | Reduce -54.0% | 259,309 | $13.8M |
| Prospera Financial Services Inc | 0.30% | Add +1.7% | 242,219 | $12.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.2% | 182,934 | $9.7M |
| Truist Financial Corp. | 0.01% | Reduce -1.2% | 172,867 | $9.2M |
| Retirement Planning Group, LLC / NY | 3.75% | Reduce -1.9% | 69,347 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +59.5% | 60,403 | $3.2M |
| Koshinski Asset Management, Inc. | 0.17% | Reduce -0.7% | 37,291 | $2.0M |
| Bison Wealth, LLC | 0.16% | Reduce -5.2% | 31,710 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.5% | 15,558 | $827K |
| GAMMA Investing LLC | 0.06% | Reduce -1.9% | 15,067 | $800K |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.3% | 12,445 | $661K |
| Leigh Baldwin & Co., LLC | 0.40% | Add +0.3% | 9,297 | $494K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.6% | 8,721 | $463K |
| Elevated Capital Advisors, LLC | 0.12% | Reduce -3.9% | 7,971 | $423K |
| Two Sigma Investments, LP | 0.00% | No change | 7,400 | $393K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.8% | 5,887 | $313K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.3% | 5,140 | $273K |
| JPMorgan Chase & Co. | 0.00% | No change | 2,482 | $132K |
| NewEdge Advisors, LLC | 0.00% | Add +1.2% | 1,040 | $55K |
| UBS Group AG | 0.00% | Add +284.9% | 381 | $20K |
| Morgan Stanley | 0.00% | Add +0.5% | 186 | $10K |
| Luminist Capital LLC | 0.00% | No change | 39 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -99.8% | 1 | $52 |
"% of holder's portfolio" is RFDA's weight in each manager's 13F, not the share of Alps Dynamic US Dividend Adv the manager owns.