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

Kowal Investment Group, LLC

$538 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 09, 2022	SELL	$46.04 - $56.32 $107,319 - $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

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
Sector ETFs
Industry ETFs

More about RFEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.