First Heartland Consultants, Inc. First Trust ETF Iii Riverfront Transaction History

First Heartland Consultants, Inc.

$930 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	SELL	$52.79 - $56.88 $26,131 - $28,155	-495 Reduced 11.26%	3,900 $219,000
Q4 2022 Jan 13, 2023	SELL	$46.47 - $54.85 $1.8 Million - $2.12 Million	-38,699 Reduced 89.8%	4,395 $0
Q3 2022 Oct 20, 2022	SELL	$45.74 - $57.53 $322,055 - $405,068	-7,041 Reduced 14.04%	43,094 $1.99 Million
Q2 2022 Jul 12, 2022	BUY	$53.53 - $65.92 $56,367 - $69,413	1,053 Added 2.15%	50,135 $2.68 Million
Q1 2022 Apr 21, 2022	SELL	$59.17 - $73.13 $1.23 Million - $1.52 Million	-20,746 Reduced 29.71%	49,082 $3.21 Million
Q4 2021 Feb 11, 2022	BUY	$68.48 - $74.39 $1.1 Million - $1.2 Million	16,064 Added 29.88%	69,828 $5.11 Million
Q3 2021 Nov 15, 2021	BUY	$69.21 - $75.97 $3.72 Million - $4.08 Million	53,764 New	53,764 $3.72 Million

Others Institutions Holding RFDI

# of Institutions

44

Shares Held

1.64M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

399K
Shares

$25.2 Million
0.0% of portfolio
River Front Investment Group, LLC Richmond, VA

308K
Shares

$19.5 Million
0.5% of portfolio
Envestnet Asset Management Inc

132K
Shares

$8.31 Million
0.0% of portfolio
Prospera Financial Services Inc

126K
Shares

$7.93 Million
0.22% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

118K
Shares

$7.45 Million
1.1% of portfolio

About FIRST TRUST ETF III RIVERFRONT

Ticker RFDI
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