Number of Shares
41,016.00
Current Holdings Value*
$2.75 Mil
% of Portfolio
10.21%
Total Estimate Gain
$629,530.60
% of Total Estimate Gain
19.41%

RiverFront Asset Allocation Aggressive's FIRST TR EXCHANGE3 Holding Summary

As of 2021-10-31, FINANCIAL INVESTORS TRUST held 41,016.00 shares of FIRST TR EXCHANGE3(RFEM), totaling $2.75 Mil. This investment constitutes 10.21% of their stock portfolio, and FINANCIAL INVESTORS TRUST now holds 5.86% of the outstanding FIRST TR EXCHANGE3(RFEM) stock.

The initial trade took place in 2019Q4. And since then RiverFront Asset Allocation Aggressive has made 1 purchases of RFEM, at an average price of $55.63, for a total of 58,299.00 shares. In addition, there have been 6 sales at an average price of $58.63 for 17,283.00 shares. Based on historical transaction data and RFEM's current price of $69.71, RiverFront Asset Allocation Aggressive's estimated gain on his RFEM holdings is $629,530.60, reflecting a 19.41% gain to date.

RiverFront Asset Allocation Aggressive RFEM ($69.71) Holding Chart

RiverFront Asset Allocation Aggressive RFEM ($69.71) 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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