Disciplined Investments, LLC First Trust Iii Riverfront Dyn Transaction History

Disciplined Investments, LLC

$195 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 19, 2020	SELL	$42.96 - $67.12 $6,100 - $9,531	-142 Reduced 96.6%	5 $0
Q4 2019 May 19, 2020	BUY	$56.84 - $64.89 $8,355 - $9,538	147 New	147 $10,000

Others Institutions Holding RFEM

# of Institutions

35

Shares Held

393K

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

83.6K
Shares

$5.31 Million
0.14% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

42.6K
Shares

$2.71 Million
0.01% of portfolio
Envestnet Asset Management Inc

38K
Shares

$2.41 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

33K
Shares

$2.1 Million
0.0% of portfolio
Prospera Financial Services Inc

32.9K
Shares

$2.09 Million
0.06% of portfolio

About FIRST TRUST III RIVERFRONT DYN

Ticker RFEM
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