Kowal Investment Group, LLC First Trust Iii Riverfront Dyn Transaction History

Kowal Investment Group, LLC

$460 Million
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 09, 2022	SELL	$47.76 - $56.32 $111,328 - $131,281	-2,331 Reduced 33.75%	4,575 $211,000
Q2 2022 Aug 15, 2022	SELL	$53.35 - $66.9 $3,894 - $4,883	-73 Reduced 1.05%	6,906 $368,000
Q1 2022 Apr 15, 2022	SELL	$59.58 - $70.35 $110,461 - $130,428	-1,854 Reduced 20.99%	6,979 $453,000
Q4 2021 Feb 11, 2022	SELL	$65.04 - $70.27 $27,381 - $29,583	-421 Reduced 4.55%	8,833 $597,000
Q3 2021 Nov 12, 2021	SELL	$66.5 - $74.07 $16,425 - $18,295	-247 Reduced 2.6%	9,254 $622,000

Q2 2021 Aug 12, 2021	SELL	$71.52 - $76.7 $38,263 - $41,034	-535 Reduced 5.33%	9,501 $709,000
Q1 2021 May 12, 2021	SELL	$69.41 - $77.89 $92,107 - $103,360	-1,327 Reduced 11.68%	10,036 $736,000
Q4 2020 Feb 19, 2021	BUY	$60.52 - $69.33 $687,688 - $787,796	11,363 New	11,363 $824,000

Others Institutions Holding RFEM

# of Institutions

35

Shares Held

534K

Call Options Held

0

Put Options Held

0

Old Mission Capital LLC

97.5K
Shares

$6.3 Million
0.16% of portfolio
River Front Investment Group, LLC Richmond, VA

89.2K
Shares

$5.76 Million
0.15% of portfolio
Jane Street Group, LLC New York, NY

45.5K
Shares

$2.94 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

42.7K
Shares

$2.76 Million
0.01% of portfolio
Envestnet Asset Management Inc

39.5K
Shares

$2.55 Million
0.0% of portfolio

About FIRST TRUST III RIVERFRONT DYN

Ticker RFEM
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