Latest Institutional Purchases of First Trust ETF Iii Riverfront (RFDI)
This list provides information on the latest institutional transactions involving First Trust ETF Iii Riverfront (RFDI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
73K+ 58.65% |
$4.47M - $5M
|
198K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.8K+ 54.0% |
$1.7M - $1.9M
|
79.1K
$5.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.3K+ 16.0% |
$1.12M - $1.25M
|
133K
$9.67M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.5KNew |
$705K - $789K
|
11.5K
$839K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
3.56K+ 24.54% |
$218K - $244K
|
18.1K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.15KNew |
$193K - $216K
|
3.15K
$229K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
3.1KNew |
$189K - $212K
|
3.1K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.61K+ 415.72% |
$98.6K - $110K
|
2K
$146K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
522New |
$31.9K - $35.7K
|
522
$38K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
511+ 9.09% |
$31.2K - $35K
|
6.14K
$447K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
326+ 2.02% |
$19.9K - $22.3K
|
16.4K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
236+ 1.98% |
$14.4K - $16.2K
|
12.2K
$885K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
35New |
$2.14K - $2.4K
|
35
$2.55K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 1.25% |
$61.2 - $68.4
|
81
$5.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
1+ 0.03% |
$61.2 - $68.4
|
3.63K
$264K
|
|
| Q4 2024 | |||||||
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
17.6KNew |
$1.06M - $1.18M
|
17.6K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.3K+ 143.29% |
$862K - $958K
|
24.2K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
791New |
$47.9K - $53.2K
|
791
$57.6K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
518+ 6.59% |
$31.3K - $34.8K
|
8.38K
$610K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4New |
$242 - $269
|
4
$291
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.15KNew |
$197K - $215K
|
3.15K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
72New |
$4.49K - $4.92K
|
72
$5.24K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
99New |
$6.09K - $6.57K
|
99
$7.21K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
94+ 35.61% |
$5.78K - $6.24K
|
358
$26.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20New |
$1.23K - $1.33K
|
20
$1.46K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.06K+ 6.64% |
$244K - $261K
|
65.3K
$4.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
235New |
$14.1K - $15.1K
|
235
$17.1K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3New |
$180 - $193
|
3
$218
|
|
| Q4 2023 | |||||||
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
777+ 23.64% |
$41.3K - $47.7K
|
4.06K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
41New |
$2.18K - $2.51K
|
41
$2.98K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$796 - $920
|
15
$1.09K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
30.1KNew |
$1.67M - $1.78M
|
30.1K
$2.19M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.9K+ 43.26% |
$105K - $112K
|
6.3K
$458K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.09KNew |
$60.6K - $64.6K
|
1.09K
$79.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
668New |
$37K - $39.4K
|
668
$48.6K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.8KNew |
$200K - $216K
|
3.8K
$276K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
400New |
$21.1K - $22.8K
|
400
$29.1K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
641New |
$29.8K - $35.2K
|
641
$46.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
122New |
$5.67K - $6.69K
|
122
$8.88K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
97New |
$4.51K - $5.32K
|
97
$7.06K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.1KNew |
$50.4K - $63.3K
|
1.1K
$80.1K
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
425New |
$29.1K - $31.6K
|
425
$30.9K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.05KNew |
$269K - $293K
|
4.05K
$295K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
6.81KNew |
$372K - $442K
|
6.81K
$496K
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
328New |
$17.9K - $21.3K
|
328
$23.9K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
14KNew |
$834K - $885K
|
14K
$1.02M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
13.7KNew |
$813K - $862K
|
13.7K
$994K
|
|
| Q1 2018 | |||||||
|
Sep 07, 2021
Q1 2018
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$12.5K - $13.8K
|
200
$14.6K
|
|