Raleigh Capital Management Inc. First Trust ETF Iii Riverfront Transaction History

Raleigh Capital Management Inc.

$253 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 21, 2024	BUY	$53.09 - $61.34 $41,250 - $47,661	777 Added 23.64%	4,064 $248,000
Q3 2023 Dec 06, 2023	SELL	$55.4 - $59.05 $44,707 - $47,653	-807 Reduced 19.71%	3,287 $182,000
Q2 2023 Jul 25, 2023	BUY	$55.66 - $59.13 $1,113 - $1,182	20 Added 0.49%	4,094 $233,000
Q1 2023 May 22, 2023	BUY	$52.79 - $56.88 $1,953 - $2,104	37 Added 0.92%	4,074 $228,000
Q4 2022 Feb 07, 2023	SELL	$46.47 - $54.85 $46,423 - $54,795	-999 Reduced 19.84%	4,037 $214,000
Q3 2022 Nov 09, 2022	BUY	$45.74 - $57.53 $9,148 - $11,506	200 Added 4.14%	5,036 $233,000
Q2 2022 Aug 30, 2022	SELL	$53.53 - $65.92 $16,219 - $19,973	-303 Reduced 5.9%	4,836 $259,000
Q1 2022 May 12, 2022	BUY	$59.17 - $73.13 $1,183 - $1,462	20 Added 0.39%	5,139 $336,000
Q4 2021 Feb 16, 2022	BUY	$68.48 - $74.39 $350,549 - $380,802	5,119 New	5,119 $374,000

Others Institutions Holding RFDI

# of Institutions

43

Shares Held

1.42M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

380K
Shares

$24.9 Million
0.0% of portfolio
River Front Investment Group, LLC Richmond, VA

245K
Shares

$16.1 Million
0.35% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

125K
Shares

$8.17 Million
1.09% of portfolio
Envestnet Asset Management Inc

115K
Shares

$7.51 Million
0.0% of portfolio
Prospera Financial Services Inc

105K
Shares

$6.89 Million
0.16% of portfolio

About FIRST TRUST ETF III RIVERFRONT

Ticker RFDI
Sector ETFs
Industry ETFs

More about RFDI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Raleigh Capital Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raleigh Capital Management Inc. with notifications on news.