Stifel Financial Corp First Trust ETF Iii Riverfront Transaction History

Stifel Financial Corp

$93.7 Billion
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	SELL	$62.36 - $68.31 $374 - $409	-6 Reduced 0.19%	3,213 $216,000
Q2 2024 Aug 13, 2024	BUY	$61.47 - $66.33 $197,871 - $213,516	3,219 New	3,219 $204,000
Q3 2023 Nov 13, 2023	BUY	$55.4 - $59.05 $32,021 - $34,130	578 Added 15.63%	4,277 $237,000
Q2 2023 Aug 14, 2023	BUY	$55.66 - $59.13 $1,391 - $1,478	25 Added 0.68%	3,699 $211,000
Q1 2023 May 12, 2023	BUY	$52.79 - $56.88 $193,950 - $208,977	3,674 New	3,674 $206,000
Q1 2019 May 14, 2019	SELL	$50.68 - $57.25 $225,779 - $255,048	-4,455 Closed	0 $0
Q4 2018 Feb 13, 2019	SELL	$49.45 - $61.99 $2.26 Million - $2.83 Million	-45,692 Reduced 91.12%	4,455 $226,000
Q3 2018 Nov 13, 2018	BUY	$59.55 - $63.16 $261,424 - $277,272	4,390 Added 9.59%	50,147 $3.09 Million
Q2 2018 Aug 14, 2018	SELL	$60.69 - $65.81 $1.61 Million - $1.75 Million	-26,542 Reduced 36.71%	45,757 $2.8 Million
Q1 2018 May 11, 2018	BUY	$62.53 - $68.93 $967,839 - $1.07 Million	15,478 Added 27.24%	72,299 $4.62 Million
Q4 2017 Feb 14, 2018	BUY	$62.66 - $64.45 $326,834 - $336,171	5,216 Added 10.11%	56,821 $3.64 Million
Q3 2017 Nov 13, 2017	BUY	$62.43 - $63.06 $3.22 Million - $3.25 Million	51,605	51,605 $0

Others Institutions Holding RFDI

# of Institutions

42

Shares Held

1.43M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

380K
Shares

$25 Million
0.0% of portfolio
River Front Investment Group, LLC Richmond, VA

245K
Shares

$16.1 Million
0.35% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

125K
Shares

$8.19 Million
1.09% of portfolio
Envestnet Asset Management Inc

115K
Shares

$7.53 Million
0.0% of portfolio
Prospera Financial Services Inc

105K
Shares

$6.91 Million
0.16% of portfolio

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 Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.