Keystone Financial Group First Trust ETF Iii Riverfront Transaction History

Keystone Financial Group

$296 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 13, 2020	SELL	$43.62 - $55.03 $233,585 - $294,685	-5,355 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$39.7 - $60.55 $15,086 - $23,009	-380 Reduced 6.63%	5,355 $243,000
Q4 2019 Feb 06, 2020	SELL	$54.09 - $60.15 $20,824 - $23,157	-385 Reduced 6.29%	5,735 $344,000
Q3 2019 Nov 07, 2019	SELL	$52.61 - $57.45 $90,278 - $98,584	-1,716 Reduced 21.9%	6,120 $341,000
Q2 2019 Aug 07, 2019	SELL	$54.38 - $58.46 $55,739 - $59,921	-1,025 Reduced 11.57%	7,836 $445,000
Q1 2019 May 07, 2019	SELL	$50.68 - $57.25 $103,133 - $116,503	-2,035 Reduced 18.68%	8,861 $499,000
Q4 2018 Feb 11, 2019	SELL	$49.45 - $61.99 $78,378 - $98,254	-1,585 Reduced 12.7%	10,896 $558,000
Q3 2018 Nov 06, 2018	BUY	$59.55 - $63.16 $28,941 - $30,695	486 Added 4.05%	12,481 $774,000
Q2 2018 Aug 14, 2018	BUY	$60.69 - $65.81 $19,117 - $20,730	315 Added 2.7%	11,995 $725,000
Q1 2018 May 15, 2018	BUY	$62.53 - $68.93 $730,350 - $805,102	11,680 New	11,680 $735,000

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
Sector ETFs
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