A detailed history of Walkner Condon Financial Advisors LLC transactions in First Trust ETF Iii Riverfront stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 5,616 shares of RFDI stock, worth $354,594. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,616
Previous 6,257 10.24%
Holding current value
$354,594
Previous $398,000 5.03%
% of portfolio
0.08%
Previous 0.09%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$62.36 - $68.31 $39,972 - $43,786
-641 Reduced 10.24%
5,616 $378,000
Q2 2024

Jul 26, 2024

BUY
$61.47 - $66.33 $9,404 - $10,148
153 Added 2.51%
6,257 $398,000
Q1 2024

Apr 22, 2024

BUY
$60.09 - $64.31 $33,710 - $36,077
561 Added 10.12%
6,104 $392,000
Q4 2023

Jan 23, 2024

SELL
$53.09 - $61.34 $39,339 - $45,452
-741 Reduced 11.79%
5,543 $339,000
Q3 2023

Oct 19, 2023

BUY
$55.4 - $59.05 $443 - $472
8 Added 0.13%
6,284 $349,000
Q2 2023

Jul 21, 2023

SELL
$55.66 - $59.13 $28,497 - $30,274
-512 Reduced 7.54%
6,276 $358,000
Q1 2023

Apr 20, 2023

BUY
$52.79 - $56.88 $422 - $455
8 Added 0.12%
6,788 $381,000
Q3 2022

Oct 28, 2022

BUY
$45.74 - $57.53 $4,711 - $5,925
103 Added 1.54%
6,780 $313,000
Q2 2022

Aug 04, 2022

SELL
$53.53 - $65.92 $3,211 - $3,955
-60 Reduced 0.89%
6,677 $357,000
Q1 2022

May 03, 2022

BUY
$59.17 - $73.13 $398,628 - $492,676
6,737 New
6,737 $440 Million
Q4 2021

Feb 11, 2022

SELL
$68.48 - $74.39 $463,061 - $503,025
-6,762 Closed
0 $0
Q3 2021

Nov 04, 2021

SELL
$69.21 - $75.97 $2,076 - $2,279
-30 Reduced 0.44%
6,762 $468,000
Q2 2021

Aug 10, 2021

SELL
$66.36 - $72.33 $1,194 - $1,301
-18 Reduced 0.26%
6,792 $480,000
Q4 2020

Jan 12, 2021

BUY
$54.59 - $64.94 $42,689 - $50,783
782 Added 12.97%
6,810 $439,000
Q3 2020

Nov 10, 2020

SELL
$53.69 - $58.29 $6,926 - $7,519
-129 Reduced 2.1%
6,028 $341,000
Q2 2020

Aug 26, 2020

SELL
$43.62 - $55.03 $64,165 - $80,949
-1,471 Reduced 19.28%
6,157 $329,000
Q1 2020

Aug 26, 2020

BUY
$39.7 - $60.55 $1,985 - $3,027
50 Added 0.66%
7,628 $347,000
Q4 2019

Aug 26, 2020

BUY
$54.09 - $60.15 $409,894 - $455,816
7,578 New
7,578 $454,000

Others Institutions Holding RFDI

About FIRST TRUST ETF III RIVERFRONT


  • Ticker RFDI
  • Sector ETFs
  • Industry ETFs
More about RFDI
Track This Portfolio

Track Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.