Walkner Condon Financial Advisors LLC First Trust ETF Iii Riverfront Transaction History

Walkner Condon Financial Advisors LLC

$482 Million
Q1 2025

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 6,135 shares of RFDI stock, worth $417,670. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,135

Previous 5,624 9.09%

Holding current value

$417,670

Previous $345,000 17.97%

% of portfolio

0.08%

Previous 0.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$61.15 - $68.44 $31,247 - $34,972	511 Added 9.09%	6,135 $407,000
Q4 2024 Jan 29, 2025	BUY	$60.5 - $67.2 $484 - $537	8 Added 0.14%	5,624 $345,000
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

# of Institutions

Shares Held

1.76M

Call Options Held

Put Options Held

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About FIRST TRUST ETF III RIVERFRONT

Ticker RFDI
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Walkner Condon Financial Advisors LLC First Trust ETF Iii Riverfront Transaction History