United Capital Financial Advisers, LLC First Trust ETF Iii Riverfront Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	SELL	$53.69 - $58.29 $254,061 - $275,828	-4,732 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	$43.62 - $55.03 $62,114 - $78,362	-1,424 Reduced 23.13%	4,732 $253,000
Q1 2020 May 15, 2020	SELL	$39.7 - $60.55 $5,796 - $8,840	-146 Reduced 2.32%	6,156 $280,000
Q4 2019 Feb 14, 2020	SELL	$54.09 - $60.15 $75,617 - $84,089	-1,398 Reduced 18.16%	6,302 $378,000
Q3 2019 Feb 14, 2020	BUY	$52.61 - $57.45 $405,097 - $442,365	7,700 New	7,700 $429,000
Q3 2019 Nov 14, 2019	SELL	$52.61 - $57.45 $430,507 - $470,113	-8,183 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	$54.38 - $58.46 $32,628 - $35,076	-600 Reduced 6.83%	8,183 $464,000
Q1 2019 May 14, 2019	SELL	$50.68 - $57.25 $30,458 - $34,407	-601 Reduced 6.4%	8,783 $495,000
Q4 2018 Feb 14, 2019	SELL	$49.45 - $61.99 $86,240 - $108,110	-1,744 Reduced 15.67%	9,384 $481,000
Q3 2018 Nov 14, 2018	SELL	$59.55 - $63.16 $139,466 - $147,920	-2,342 Reduced 17.39%	11,128 $687,000
Q2 2018 Aug 14, 2018	SELL	$60.69 - $65.81 $243,913 - $264,490	-4,019 Reduced 22.98%	13,470 $825,000
Q1 2018 May 15, 2018	SELL	$62.53 - $68.93 $369,739 - $407,583	-5,913 Reduced 25.27%	17,489 $1.12 Million
Q4 2017 Feb 13, 2018	SELL	$62.66 - $64.45 $229,147 - $235,693	-3,657 Reduced 13.51%	23,402 $1.5 Million
Q3 2017 Nov 14, 2017	BUY	$62.43 - $63.06 $35,897 - $36,259	575 Added 2.17%	27,059 $1.71 Million
Q2 2017 Aug 14, 2017	BUY	N/A	26,484	26,484 $1.59 Million

Others Institutions Holding RFDI

# of Institutions

45

Shares Held

1.63M

Call Options Held

0

Put Options Held

0

About FIRST TRUST ETF III RIVERFRONT

Ticker RFDI
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