Sea Crest Wealth Management, LLC First Trust ETF Iii Riverfront Transaction History

Sea Crest Wealth Management, LLC

$916 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 10, 2019	SELL	$50.68 - $57.25 $7,449 - $8,415	-147 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$59.55 - $63.16 $8,753 - $9,284	147 New	147 $9,000

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

$25.3 Million
0.0% of portfolio
River Front Investment Group, LLC Richmond, VA

308K
Shares

$19.6 Million
0.5% of portfolio
Envestnet Asset Management Inc

132K
Shares

$8.36 Million
0.0% of portfolio
Prospera Financial Services Inc

126K
Shares

$7.98 Million
0.22% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

118K
Shares

$7.5 Million
1.1% of portfolio

About FIRST TRUST ETF III RIVERFRONT

Ticker RFDI
Sector ETFs
Industry ETFs

More about RFDI

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