Crux Wealth Advisors First Trust Iii Riverfront Dyn Transaction History

Crux Wealth Advisors

$235 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$62.89 - $68.65 $291,620 - $318,330	4,637 New	4,637 $293 Million

Others Institutions Holding RFEM

# of Institutions

37

Shares Held

460K

Call Options Held

0

Put Options Held

0

Janney Montgomery Scott LLC

68.4K
Shares

$5.05 Million
0.01% of portfolio
Envestnet Asset Management Inc

56.2K
Shares

$4.15 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

47.7K
Shares

$3.52 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

41.2K
Shares

$3.05 Million
0.0% of portfolio
River Front Investment Group, LLC Richmond, VA

37.5K
Shares

$2.77 Million
0.05% of portfolio

About FIRST TRUST III RIVERFRONT DYN

Ticker RFEM
Sector ETFs
Industry ETFs

More about RFEM

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