Number of Shares
72,600.00
Current Holdings Value*
$5.30 Mil
% of Portfolio
19.67%
Total Estimate Gain
$1.09 Mil
% of Total Estimate Gain
12.90%

RiverFront Asset Allocation Aggressive's FIRST TR EXCHANGE3 Holding Summary

As of 2021-10-31, FINANCIAL INVESTORS TRUST held 72,600.00 shares of FIRST TR EXCHANGE3(RFDI), totaling $5.30 Mil. This investment constitutes 19.67% of their stock portfolio, and FINANCIAL INVESTORS TRUST now holds 2.88% of the outstanding FIRST TR EXCHANGE3(RFDI) stock.

The initial trade took place in 2019Q4. And since then RiverFront Asset Allocation Aggressive has made 2 purchases of RFDI, at an average price of $54.75, for a total of 154,114.00 shares. In addition, there have been 6 sales at an average price of $52.07 for 81,514.00 shares. Based on historical transaction data and RFDI's current price of $72.75, RiverFront Asset Allocation Aggressive's estimated gain on his RFDI holdings is $1.09 Mil, reflecting a 12.90% gain to date.

RiverFront Asset Allocation Aggressive RFDI ($72.75) Holding Chart

RiverFront Asset Allocation Aggressive RFDI ($72.75) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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