Latest Institutional Transactions on First Trust ETF Iii Riverfront (RFDI)
This table provides information on the latest institutional transactions involving First Trust ETF Iii Riverfront (RFDI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-9.31K- 48.1% |
$516K - $550K
|
10K
$634K
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
30.1KNew |
$1.67M - $1.78M
|
30.1K
$1.9M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-901- 8.38% |
$49.9K - $53.2K
|
9.85K
$622K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
668New |
$37K - $39.4K
|
668
$42.2K
|
|
Q2 2023 | |||||||
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 66.67% |
$5.57K - $5.91K
|
50
$3.16K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.2K+ 486.41% |
$801K - $863K
|
18.3K
$1.16M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.53K- 7.01% |
$134K - $144K
|
33.6K
$2.12M
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.8KNew |
$200K - $216K
|
3.8K
$240K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 0.65% |
$52.8 - $56.9
|
154
$9.72K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
400New |
$21.1K - $22.8K
|
400
$25.3K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-495- 11.26% |
$26.1K - $28.2K
|
3.9K
$246K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
97New |
$4.51K - $5.32K
|
97
$6.12K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
122New |
$5.67K - $6.69K
|
122
$7.7K
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.04K- 60.46% |
$188K - $221K
|
2.64K
$167K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
641New |
$29.8K - $35.2K
|
641
$40.5K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.54K- 25.85% |
$116K - $146K
|
7.28K
$460K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.1KNew |
$50.4K - $63.3K
|
1.1K
$69.5K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.12K- 14.61% |
$51.2K - $64.4K
|
6.54K
$413K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-65Closed |
$3.48K - $4.28K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.58KClosed |
$245K - $302K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-75Closed |
$4.01K - $4.94K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-49.3K- 99.5% |
$2.64M - $3.25M
|
250
$15.8K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-61- 2.23% |
$3.27K - $4.02K
|
2.67K
$169K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-55Closed |
$2.94K - $3.63K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
SELL
|
- |
-5KClosed |
$268K - $330K
|
0
$0
|
|
Q1 2022 | |||||||
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3.06KClosed |
$181K - $224K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-18.5KClosed |
$1.09M - $1.35M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-3.05KClosed |
$181K - $223K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.93KClosed |
$173K - $214K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-952Closed |
$56.3K - $69.6K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
425New |
$29.1K - $31.6K
|
425
$26.8K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-39Closed |
$2.67K - $2.9K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-175Closed |
$12.1K - $13.3K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-280Closed |
$19.4K - $21.3K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26Closed |
$1.8K - $1.98K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.43KClosed |
$294K - $321K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-13Closed |
$863 - $940
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-69Closed |
$4.58K - $4.99K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.05KNew |
$269K - $293K
|
4.05K
$256K
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.27KClosed |
$207K - $220K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.31KClosed |
$464K - $493K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
328New |
$17.9K - $21.3K
|
328
$20.7K
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
6.81KNew |
$372K - $442K
|
6.81K
$430K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.37KClosed |
$127K - $138K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.73KClosed |
$254K - $276K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-324Closed |
$17.4K - $18.9K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-16- 0.23% |
$698 - $880
|
7.08K
$447K
|
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.9KClosed |
$694K - $875K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Keystone Financial Group
|
SELL
|
- |
-5.36KClosed |
$234K - $295K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-100Closed |
$4.36K - $5.5K
|
0
$0
|