W.G. Shaheen & Associates Dba Whitney & CO First Trust ETF Iii Riverfront Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$910 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	$49.45 - $61.99 $74,175 - $92,985	-1,500 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$59.55 - $63.16 $89,325 - $94,740	1,500 New	1,500 $85,000

Others Institutions Holding RFDI

# of Institutions

Shares Held

1.59M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

399K
Shares

$25.5 Million
0.0% of portfolio
River Front Investment Group, LLC Richmond, VA

308K
Shares

$19.7 Million
0.5% of portfolio
Envestnet Asset Management Inc

132K
Shares

$8.41 Million
0.0% of portfolio
Prospera Financial Services Inc

126K
Shares

$8.02 Million
0.22% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

118K
Shares

$7.54 Million
1.1% of portfolio

View Full List

About FIRST TRUST ETF III RIVERFRONT

Ticker RFDI
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