Moneywise, Inc. First Trust ETF Iii Riverfront Transaction History

Moneywise, Inc.

$186 Million
Q4 2024

A detailed history of Moneywise, Inc. transactions in First Trust ETF Iii Riverfront stock. As of the latest transaction made, Moneywise, Inc. holds 3,627 shares of RFDI stock, worth $231,257. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,627

Previous 18,532 80.43%

Holding current value

$231,257

Previous $1.25 Million 82.21%

% of portfolio

0.12%

Previous 0.65%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$60.5 - $67.2 $901,752 - $1 Million	-14,905 Reduced 80.43%	3,627 $222,000
Q3 2024 Oct 21, 2024	SELL	$62.36 - $68.31 $57,059 - $62,503	-915 Reduced 4.71%	18,532 $1.25 Million
Q2 2024 Jul 17, 2024	SELL	$61.47 - $66.33 $69,399 - $74,886	-1,129 Reduced 5.49%	19,447 $1.24 Million
Q1 2024 Apr 22, 2024	SELL	$60.09 - $64.31 $337,765 - $361,486	-5,621 Reduced 21.46%	20,576 $1.32 Million
Q4 2023 Jan 29, 2024	SELL	$53.09 - $61.34 $61,690 - $71,277	-1,162 Reduced 4.25%	26,197 $1.6 Million
Q3 2023 Oct 23, 2023	BUY	$55.4 - $59.05 $3,324 - $3,543	60 Added 0.22%	27,359 $1.52 Million
Q2 2023 Jul 24, 2023	SELL	$55.66 - $59.13 $84,770 - $90,054	-1,523 Reduced 5.28%	27,299 $1.56 Million
Q1 2023 Apr 21, 2023	SELL	$52.79 - $56.88 $24,758 - $26,676	-469 Reduced 1.6%	28,822 $1.62 Million
Q4 2022 Jan 30, 2023	BUY	$46.47 - $54.85 $482,219 - $569,178	10,377 Added 54.86%	29,291 $1.56 Million
Q3 2022 Nov 03, 2022	BUY	$45.74 - $57.53 $177,791 - $223,619	3,887 Added 25.87%	18,914 $873,000
Q2 2022 Aug 02, 2022	BUY	$53.53 - $65.92 $58,829 - $72,446	1,099 Added 7.89%	15,027 $804,000
Q1 2022 Apr 20, 2022	BUY	$59.17 - $73.13 $7,159 - $8,848	121 Added 0.88%	13,928 $910,000
Q4 2021 Jan 12, 2022	SELL	$68.48 - $74.39 $479 - $520	-7 Reduced 0.05%	13,807 $1.01 Million
Q3 2021 Oct 12, 2021	SELL	$69.21 - $75.97 $235,798 - $258,829	-3,407 Reduced 19.78%	13,814 $956,000
Q2 2021 Jul 22, 2021	SELL	$66.36 - $72.33 $86,135 - $93,884	-1,298 Reduced 7.01%	17,221 $1.22 Million
Q1 2021 Apr 14, 2021	SELL	$63.47 - $67.51 $4,633 - $4,928	-73 Reduced 0.39%	18,519 $1.21 Million
Q4 2020 Jan 15, 2021	SELL	$54.59 - $64.94 $19,870 - $23,638	-364 Reduced 1.92%	18,592 $1.2 Million
Q3 2020 Oct 13, 2020	SELL	$53.69 - $58.29 $18,791 - $20,401	-350 Reduced 1.81%	18,956 $1.07 Million
Q2 2020 Jul 10, 2020	BUY	$43.62 - $55.03 $133,433 - $168,336	3,059 Added 18.83%	19,306 $1.03 Million
Q1 2020 Apr 13, 2020	BUY	$39.7 - $60.55 $645,005 - $983,755	16,247 New	16,247 $739,000

Others Institutions Holding RFDI

# of Institutions

Shares Held

1.61M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST ETF III RIVERFRONT

Ticker RFDI
Sector ETFs
Industry ETFs

More about RFDI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneywise, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Moneywise, Inc. with notifications on news.

Account