Ae Wealth Management LLC First Trust ETF Iii Riverfront Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$61.15 - $68.44 $61 - $68	1 Added 1.25%	81 $5,000
Q4 2024 Feb 13, 2025	BUY	$60.5 - $67.2 $4,840 - $5,376	80 New	80 $4,000

Others Institutions Holding RFDI

# of Institutions

50

Shares Held

1.44M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

353K
Shares

$27 Million
0.0% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

205K
Shares

$15.7 Million
1.95% of portfolio
Envestnet Asset Management Inc

148K
Shares

$11.3 Million
0.0% of portfolio
Prospera Financial Services Inc

130K
Shares

$9.94 Million
0.19% of portfolio
River Front Investment Group, LLC Richmond, VA

125K
Shares

$9.56 Million
0.19% of portfolio

About FIRST TRUST ETF III RIVERFRONT

Ticker RFDI
Sector ETFs
Industry ETFs

More about RFDI

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