MML INVESTORS SERVICES, LLC RFEM FIRST TR EXCH TRADED FD III

Ownership history in MML INVESTORS SERVICES, LLC  ·  7 quarters on record

AI Ownership Summary

MML INVESTORS SERVICES, LLC reported FIRST TR EXCH TRADED FD III (RFEM) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows RFEM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RFEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MML INVESTORS SERVICES, LLC's position in FIRST TR EXCH TRADED FD III, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RFEM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MML INVESTORS SERVICES, LLC held RFEM — position size vs. price
% of Fund (quarterly)    RFEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 16,285 -116 -0.7% 0.00% $1.3M 2026-05-04 $92.34
2025 Q4 ADDED 16,401 +3,500 +27.1% 0.00% $1.3M 2026-02-13 $87.61
2025 Q3 ADDED 12,901 +1,135 +9.6% 0.00% $978K 2025-11-14 $77.85
2025 Q2 ADDED 11,766 +114 +1.0% 0.00% $840K 2025-08-14 $71.91
2025 Q1 ADDED 11,652 +5,420 +87.0% 0.00% $758K 2025-05-14 $67.04
2024 Q4 REDUCED 10.2% +2.8% 6,232 -710 -10.2% 0.00% $394K 2025-02-13 $63.85
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MML INVESTORS SERVICES, LLC and RFEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has MML INVESTORS SERVICES, LLC reported owning RFEM?

MML INVESTORS SERVICES, LLC reported RFEM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported RFEM position in MML INVESTORS SERVICES, LLC's portfolio?

The largest reported portfolio weight for RFEM was 0.00% in 2026 Q1.

What is the latest reported RFEM position on this page?

The most recent filing on this page is 2026 Q1, when MML INVESTORS SERVICES, LLC reported 16,285 shares, equal to 0.00% of portfolio, with an estimated market value of $1.3M.

What does the chart on this RFEM ownership page compare?

The chart compares MML INVESTORS SERVICES, LLC's quarterly RFEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MML INVESTORS SERVICES, LLC time their RFEM position?

Based on 13F filing dates vs. subsequent RFEM price moves, MML INVESTORS SERVICES, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on RFEM relative to SPY over the holding period was +17.0%.

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