Patriot Financial Group Insurance Agency, LLC First Trust ETF Iii Riverfront Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2018 Aug 14, 2018	SELL	$60.69 - $65.81 $13,412 - $14,544	-221 Closed	0 $0
Q3 2017 Oct 26, 2017	BUY	$62.43 - $63.06 $5,493 - $5,549	88 Added 66.17%	221 $14,000
Q2 2017 Aug 08, 2017	BUY	N/A	133	133 $8,000

Others Institutions Holding RFDI

# of Institutions

Shares Held

1.64M

Call Options Held

Put Options Held

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

$8.32 Million
0.0% of portfolio
Prospera Financial Services Inc

126K
Shares

$7.94 Million
0.22% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

118K
Shares

$7.46 Million
1.1% of portfolio

View Full List

About FIRST TRUST ETF III RIVERFRONT

Ticker RFDI
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