Latest Institutional Purchases of First Trust Iii Riverfront Dyn (RFEM)
This list provides information on the latest institutional transactions involving First Trust Iii Riverfront Dyn (RFEM) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.7K+ 90.17% |
$949K - $1.1M
|
33K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.1KNew |
$491K - $567K
|
8.1K
$514K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.91KNew |
$419K - $484K
|
6.91K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.12KNew |
$249K - $288K
|
4.12K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.32KNew |
$201K - $232K
|
3.32K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.84K+ 7.61% |
$112K - $129K
|
26.1K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
752+ 26.91% |
$45.6K - $52.7K
|
3.55K
$225K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
585+ 61.84% |
$35.5K - $41K
|
1.53K
$97.2K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
335+ 2.9% |
$20.3K - $23.5K
|
11.9K
$754K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
219+ 2.23% |
$13.3K - $15.3K
|
10K
$636K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
106New |
$6.42K - $7.42K
|
106
$6.73K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 0.97% |
$545 - $630
|
933
$59.2K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
194New |
$11.6K - $12.9K
|
194
$12.3K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 2.86% |
$59.7 - $66.3
|
36
$2.28K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 2.08% |
$59.7 - $66.3
|
49
$3.11K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.73K+ 15.57% |
$98.1K - $108K
|
12.9K
$817K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
596+ 10.54% |
$33.7K - $37.1K
|
6.25K
$397K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
72New |
$4.07K - $4.48K
|
72
$4.57K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 9.09% |
$56.6 - $62.2
|
12
$762
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
207+ 5.4% |
$10.7K - $12.3K
|
4.04K
$256K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
200+ 22.03% |
$10.4K - $11.9K
|
1.11K
$70.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
23New |
$1.19K - $1.37K
|
23
$1.46K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
31.5KNew |
$1.67M - $1.8M
|
31.5K
$2M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1KNew |
$58.2K - $63K
|
1.1K
$69.8K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
823New |
$38.4K - $44.6K
|
823
$52.2K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13New |
$902 - $1.01K
|
13
$825
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
260New |
$15.7K - $18K
|
260
$16.5K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.32K+ 105.42% |
$99.5K - $155K
|
4.51K
$286K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3+ 0.52% |
$163 - $187
|
577
$36.6K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
4.81KNew |
$293K - $325K
|
4.81K
$305K
|
|