Purchases and Sales Made in Q4 2024 in First Trust Iii Riverfront Dyn (RFEM)
This table provides information about the institutional ownership of First Trust Iii Riverfront Dyn (RFEM) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST III RIVERFRONT DYN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.57KNew |
$476K - $520K
|
7.57K
$487K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.2K+ 36.28% |
$75.7K - $82.6K
|
4.52K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
894+ 12.94% |
$56.2K - $61.4K
|
7.8K
$502K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
401+ 26.19% |
$25.2K - $27.5K
|
1.93K
$124K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
327+ 1.25% |
$20.6K - $22.4K
|
26.4K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3- 25.0% |
$189 - $206
|
9
$579
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-88- 75.86% |
$5.53K - $6.04K
|
28
$1.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-192- 0.65% |
$12.1K - $13.2K
|
29.3K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.1K- 99.91% |
$69.1K - $75.4K
|
1
$64.4
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.71K- 98.74% |
$548K - $598K
|
111
$7.15K
|