A detailed history of Pensionmark Financial Group, LLC transactions in First Trust Iii Riverfront Dyn stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 11,448 shares of RFEM stock, worth $899,125. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,448
Previous 10,378 10.31%
Holding current value
$899,125
Previous $741,000 17.14%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

BUY
$70.99 - $77.19 $75,959 - $82,593
1,070 Added 10.31%
11,448 $868,000
Q2 2025

Aug 04, 2025

BUY
$57.85 - $71.43 $35,057 - $43,286
606 Added 6.2%
10,378 $741,000
Q1 2025

Apr 29, 2025

BUY
$61.6 - $67.52 $56,918 - $62,388
924 Added 10.44%
9,772 $636,000
Q4 2024

Feb 12, 2025

BUY
$62.89 - $68.65 $46,978 - $51,281
747 Added 9.22%
8,848 $559,000
Q3 2024

Nov 14, 2024

BUY
$60.61 - $70.03 $491,001 - $567,313
8,101 New
8,101 $552,000

Others Institutions Holding RFEM

About FIRST TRUST III RIVERFRONT DYN


  • Ticker RFEM
  • Sector ETFs
  • Industry ETFs
More about RFEM
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.