Raleigh Capital Management Inc. First Trust ETF Iii Riverfront Transaction History

Raleigh Capital Management Inc.

$255 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 21, 2024	BUY	$53.09 - $61.34 $41,250 - $47,661	777 Added 23.64%	4,064 $248,000
Q3 2023 Dec 06, 2023	SELL	$55.4 - $59.05 $44,707 - $47,653	-807 Reduced 19.71%	3,287 $182,000
Q2 2023 Jul 25, 2023	BUY	$55.66 - $59.13 $1,113 - $1,182	20 Added 0.49%	4,094 $233,000
Q1 2023 May 22, 2023	BUY	$52.79 - $56.88 $1,953 - $2,104	37 Added 0.92%	4,074 $228,000
Q4 2022 Feb 07, 2023	SELL	$46.47 - $54.85 $46,423 - $54,795	-999 Reduced 19.84%	4,037 $214,000
Q3 2022 Nov 09, 2022	BUY	$45.74 - $57.53 $9,148 - $11,506	200 Added 4.14%	5,036 $233,000
Q2 2022 Aug 30, 2022	SELL	$53.53 - $65.92 $16,219 - $19,973	-303 Reduced 5.9%	4,836 $259,000
Q1 2022 May 12, 2022	BUY	$59.17 - $73.13 $1,183 - $1,462	20 Added 0.39%	5,139 $336,000
Q4 2021 Feb 16, 2022	BUY	$68.48 - $74.39 $350,549 - $380,802	5,119 New	5,119 $374,000

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
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