Purchases and Sales Made in Q1 2024 in First Trust ETF Iii Riverfront (RFDI)
This table provides information about the institutional ownership of First Trust ETF Iii Riverfront (RFDI) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST ETF III RIVERFRONT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.9K+ 3.11% |
$836K - $895K
|
461K
$28.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.9K+ 3.11% |
$836K - $895K
|
461K
$28.4M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.3K+ 12.5% |
$677K - $724K
|
101K
$6.23M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.98KNew |
$299K - $320K
|
4.98K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.39K+ 4.68% |
$264K - $282K
|
98.3K
$6.05M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.06K+ 6.64% |
$244K - $261K
|
65.3K
$4.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.46KNew |
$208K - $223K
|
3.46K
$213K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.36K+ 0.73% |
$202K - $216K
|
461K
$28.4M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.08K+ 2.1% |
$125K - $134K
|
101K
$6.23M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.99K+ 1.57% |
$119K - $128K
|
128K
$7.88M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
633+ 5.31% |
$38K - $40.7K
|
12.6K
$772K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
561+ 10.12% |
$33.7K - $36.1K
|
6.1K
$375K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
235New |
$14.1K - $15.1K
|
235
$14.5K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
216+ 69.68% |
$13K - $13.9K
|
526
$32.3K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
125+ 12500.0% |
$7.51K - $8.04K
|
126
$7.75K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64+ 0.36% |
$3.85K - $4.12K
|
17.8K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53+ 0.37% |
$3.18K - $3.41K
|
14.4K
$885K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28+ 5.62% |
$1.68K - $1.8K
|
526
$32.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28+ 0.28% |
$1.68K - $1.8K
|
9.97K
$613K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3New |
$180 - $193
|
3
$184
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 0.27% |
$901 - $965
|
5.46K
$336K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-94- 26.26% |
$5.65K - $6.05K
|
264
$16.2K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-152- 12.21% |
$9.13K - $9.78K
|
1.09K
$67.2K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-202- 1.27% |
$12.1K - $13K
|
15.7K
$965K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-275- 68.92% |
$16.5K - $17.7K
|
124
$7.62K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-757- 6.66% |
$45.5K - $48.7K
|
10.6K
$652K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-792- 10.41% |
$47.6K - $50.9K
|
6.82K
$419K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.09K- 5.35% |
$65.6K - $70.2K
|
19.3K
$1.19M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.12K- 6.46% |
$67.3K - $72K
|
16.2K
$997K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.18K- 10.59% |
$71K - $76K
|
9.97K
$613K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.63K- 5.65% |
$98.1K - $105K
|
27.3K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.6K- 10.48% |
$216K - $231K
|
30.7K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.16K- 62.32% |
$310K - $332K
|
3.12K
$192K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-5.62K- 21.46% |
$338K - $361K
|
20.6K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.84K- 6.14% |
$471K - $504K
|
120K
$7.38M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.85K- 6.65% |
$472K - $505K
|
110K
$6.78M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-8.41K- 2.47% |
$505K - $541K
|
332K
$20.4M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-8.41K- 2.47% |
$505K - $541K
|
332K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.3K- 41.46% |
$1.88M - $2.01M
|
44.2K
$2.72M
|