Bank Of Montreal First Trust ETF Iii Riverfront Transaction History

Bank Of Montreal

$192 Billion
Q1 2025

A detailed history of Bank Of Montreal transactions in First Trust ETF Iii Riverfront stock. As of the latest transaction made, Bank Of Montreal holds 522 shares of RFDI stock, worth $37,390. This represents 0.0% of its overall portfolio holdings.

Number of Shares

522

Holding current value

$37,390

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$61.15 - $68.44 $31,920 - $35,725	522 New	522 $34,000
Q1 2024 May 13, 2024	SELL	$60.09 - $64.31 $310,124 - $331,903	-5,161 Reduced 62.32%	3,121 $200,000
Q4 2023 Feb 08, 2024	BUY	$53.09 - $61.34 $439,691 - $508,017	8,282 New	8,282 $506,000
Q2 2023 Aug 02, 2023	BUY	$55.66 - $59.13 $294,441 - $312,797	5,290 New	5,290 $302,000
Q1 2023 Jun 13, 2024	BUY	$52.79 - $56.88 $801,404 - $863,495	15,181 Added 486.41%	18,302 $1.03 Million

Others Institutions Holding RFDI

# of Institutions

Shares Held

1.71M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

367K
Shares

$26.3 Million
0.0% of portfolio
Gamma Investing LLC Foster City, CA

333K
Shares

$23.9 Million
0.03% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

198K
Shares

$14.1 Million
1.89% of portfolio
Envestnet Asset Management Inc

133K
Shares

$9.52 Million
0.0% of portfolio
River Front Investment Group, LLC Richmond, VA

113K
Shares

$8.09 Million
0.17% of portfolio

View Full List

About FIRST TRUST ETF III RIVERFRONT

Ticker RFDI
Sector ETFs
Industry ETFs

More about RFDI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bank Of Montreal , based on Form 13F filings with the SEC.

News

Stay updated on Bank Of Montreal with notifications on news.

Account