Purchases and Sales Made in Q1 2025 in First Trust ETF Iii Riverfront (RFDI)
This table provides information about the institutional ownership of First Trust ETF Iii Riverfront (RFDI) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST ETF III RIVERFRONT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
328K+ 6035.01% |
$20M - $22.4M
|
333K
$23.9M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
73K+ 58.65% |
$4.47M - $5M
|
198K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.8K+ 54.0% |
$1.7M - $1.9M
|
79.1K
$5.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.3K+ 16.0% |
$1.12M - $1.25M
|
133K
$9.52M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.5KNew |
$705K - $789K
|
11.5K
$826K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.45K+ 109080.0% |
$334K - $373K
|
5.46K
$391K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
3.56K+ 24.54% |
$218K - $244K
|
18.1K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.15KNew |
$193K - $216K
|
3.15K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
3.1KNew |
$189K - $212K
|
3.1K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.61K+ 415.72% |
$98.6K - $110K
|
2K
$143K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
522New |
$31.9K - $35.7K
|
522
$37.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
511+ 9.09% |
$31.2K - $35K
|
6.14K
$439K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
425+ 5.72% |
$26K - $29.1K
|
7.86K
$563K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
326+ 2.02% |
$19.9K - $22.3K
|
16.4K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
236+ 1.98% |
$14.4K - $16.2K
|
12.2K
$871K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
170+ 100.0% |
$10.4K - $11.6K
|
340
$24.4K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
35New |
$2.14K - $2.4K
|
35
$2.51K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 1.25% |
$61.2 - $68.4
|
81
$5.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
1+ 0.03% |
$61.2 - $68.4
|
3.63K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-23- 0.24% |
$1.41K - $1.57K
|
9.66K
$692K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-68- 0.27% |
$4.16K - $4.65K
|
25.5K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-170- 50.0% |
$10.4K - $11.6K
|
170
$12.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-337- 8.12% |
$20.6K - $23.1K
|
3.81K
$273K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-367- 84.76% |
$22.4K - $25.1K
|
66
$4.73K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-443- 2.9% |
$27.1K - $30.3K
|
14.8K
$1.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-607- 9.1% |
$37.1K - $41.5K
|
6.07K
$434K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-882- 1.07% |
$53.9K - $60.4K
|
81.8K
$5.86M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-893- 22.44% |
$54.6K - $61.1K
|
3.09K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.23KClosed |
$75.2K - $84.2K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.23K- 4.47% |
$197K - $221K
|
69K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.35K- 3.19% |
$205K - $230K
|
102K
$7.29M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.15K- 35.34% |
$376K - $421K
|
11.2K
$806K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.1K- 3.44% |
$801K - $896K
|
367K
$26.3M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-132K- 53.93% |
$8.08M - $9.04M
|
113K
$8.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-328K- 98.5% |
$20.1M - $22.5M
|
5.01K
$359K
|