Rfg Advisory, LLC Purchases in Q2 2025

Rfg Advisory, LLC

  • $2.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
9.25K
New
$42.44 - $50.03 $392K - $463K
9.25K $462K
FINX
Global X Fds Fintech ETF (De)

ETFs
13.5K
New
$24.27 - $34.22 $328K - $462K
13.5K $462K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
3.25K
+ 22.47%
$25.35 - $64.65 $82.4K - $210K
17.7K $882K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
9.4K
New
$41.76 - $49.03 $392K - $461K
9.4K $460K
DAL
Delta Air Lines, Inc.

Industrials
9.37K
New
$35.88 - $52.99 $336K - $496K
9.37K $460K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
10.3K
New
$38.29 - $44.77 $394K - $460K
10.3K $460K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
9.16K
New
$42.85 - $50.11 $393K - $459K
9.16K $459K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
8.54K
New
$46.04 - $53.67 $393K - $458K
8.54K $458K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
10.1K
New
$38.96 - $44.84 $395K - $454K
10.1K $454K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
10.6K
New
$37.32 - $42.19 $397K - $449K
10.6K $448K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
37.9K
+ 22.25%
$10.49 - $12.99 $397K - $492K
208K $2.65M
RTX
Raytheon Technologies Corp

Industrials
1.16K
+ 5.8%
$113.75 - $148.48 $132K - $172K
21.2K $3.09M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.4K
New
$99.1 - $99.49 $436K - $437K
4.4K $436K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
14.6K
+ 3.1%
$24.98 - $25.66 $364K - $374K
485K $12.4M
ET
Energy Transfer LP

Energy
24.4K
+ 55.97%
$15.65 - $18.93 $382K - $462K
68.1K $1.23M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
31.8K
+ 226.57%
$12.24 - $13.88 $389K - $441K
45.8K $617K
MP
Mp Materials Corp.

Basic Materials
1.33K
+ 3.12%
$18.77 - $37.74 $25K - $50.3K
44K $1.46M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
12.6K
New
$27.46 - $33.2 $346K - $419K
12.6K $418K
STAG
Stag Industrial, Inc.

Real Estate
11.3K
+ 36.25%
$30.08 - $37.02 $339K - $417K
42.4K $1.54M
MILN
Global X Funds Global X Millen

ETFs
8.05K
New
$38.03 - $48.8 $306K - $393K
8.05K $393K
VPN
Global X Fds Data Ctr Reits &

ETFs
24.6K
New
N/A
24.6K $392K
FTNT
Fortinet, Inc.

Technology
1.46K
+ 5.79%
$84.71 - $108.69 $123K - $158K
26.6K $2.81M
INTU
Intuit Inc

Technology
53
+ 2.65%
$544.07 - $787.63 $28.8K - $41.7K
2.06K $1.62M
CPNG
Coupang, Inc.

Consumer Cyclical
4.94K
+ 16.73%
$19.76 - $30.81 $97.6K - $152K
34.5K $1.03M
QTEC
First Trust Nasdaq 100 Technol

ETFs
230
+ 2.68%
$149.56 - $212.83 $34.4K - $49K
8.83K $1.88M
DDOG
Datadog, Inc.

Technology
2.05K
+ 70.66%
$87.0 - $134.33 $179K - $276K
4.96K $665K
SNOW
Snowflake Inc.

Technology
1.68K
New
$130.53 - $223.77 $220K - $377K
1.68K $376K
ABC
Amerisourcebergen Corp

Healthcare
2.02K
New
N/A
2.02K $373K
PDI
Pimco Dynamic Income Fund

Financial Services
25.3K
+ 16.74%
$17.02 - $19.87 $431K - $503K
177K $3.35M
CI
Cigna Corp

Healthcare
1.07K
+ 151.27%
$301.89 - $340.04 $324K - $365K
1.78K $589K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
7.21K
+ 5.73%
$42.51 - $43.7 $307K - $315K
133K $5.81M
HON
Honeywell International Inc

Industrials
1.3K
+ 55.85%
$182.86 - $232.88 $237K - $302K
3.62K $843K
PH
Parker Hannifin Corp

Industrials
22
+ 0.6%
$517.23 - $700.54 $11.4K - $15.4K
3.69K $2.58M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.67K
New
$101.93 - $128.63 $272K - $344K
2.67K $343K
GD
General Dynamics Corp

Industrials
1.03K
+ 48.1%
$247.68 - $291.66 $255K - $300K
3.17K $923K
SCHR
Schwab Intermediate Term Us Tr

ETFs
13.2K
New
$24.54 - $25.07 $324K - $331K
13.2K $330K
ARES
Ares Management Corp

Financial Services
267
+ 2.52%
$118.04 - $175.83 $31.5K - $46.9K
10.9K $1.88M
NEE
Nextera Energy Inc

Utilities
5.76K
+ 11.7%
$64.11 - $75.0 $369K - $432K
55K $3.82M
MARB
First Tr Exchange Traded Fd Ii

ETFs
16K
New
$19.67 - $20.44 $315K - $327K
16K $327K
SPRE
Tidal ETF Tr Sp Fd S&P Global

ETFs
17.4K
+ 69.81%
$17.0 - $19.87 $295K - $345K
42.2K $809K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
71
+ 0.81%
$139.8 - $197.22 $9.93K - $14K
8.8K $1.74M
FCFS
First Cash Holdings, Inc.

Financial Services
73
+ 0.36%
$118.0 - $137.63 $8.61K - $10K
20.1K $2.71M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.22K
+ 28.18%
$45.98 - $56.15 $194K - $237K
19.2K $1.08M
WMB
Williams Companies, Inc.

Energy
4.96K
+ 141.14%
$54.33 - $62.87 $270K - $312K
8.48K $532K
SKYY
First Trust Cloud Computing Et

ETFs
2.15K
+ 73.39%
$89.46 - $121.64 $193K - $262K
5.09K $619K
TGT
Target Corp

Consumer Defensive
3.45K
+ 79.73%
$88.76 - $105.77 $306K - $365K
7.78K $767K
JXN
Jackson Financial Inc.

Financial Services
2.45K
+ 14.49%
$70.35 - $89.5 $172K - $219K
19.4K $1.72M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.83K
+ 8.0%
$51.16 - $62.02 $145K - $175K
38.2K $2.37M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
5.22K
+ 37.0%
$47.29 - $53.34 $247K - $278K
19.3K $1.02M
Activity Summary
Buys All Purchases 537 New Holdings 136 Increased Positions 401 Sells All Sells 373 Reductions 373 Sold out 0 Options Calls 0 Puts 0
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