Number of Shares
23,548.00
Current Holdings Value*
$1.81 Mil
% of Portfolio
6.72%
Total Estimate Gain
$474,886.13
% of Total Estimate Gain
19.38%

RiverFront Asset Allocation Aggressive's FIRST TR EXCHANGE3 Holding Summary

As of 2021-10-31, FINANCIAL INVESTORS TRUST held 23,548.00 shares of FIRST TR EXCHANGE3(RFEU), totaling $1.81 Mil. This investment constitutes 6.72% of their stock portfolio, and FINANCIAL INVESTORS TRUST now holds 5.89% of the outstanding FIRST TR EXCHANGE3(RFEU) stock.

The initial trade took place in 2019Q4. And since then RiverFront Asset Allocation Aggressive has made 1 purchases of RFEU, at an average price of $53.76, for a total of 45,585.00 shares. In addition, there have been 6 sales at an average price of $59.06 for 22,037.00 shares. Based on historical transaction data and RFEU's current price of $68.97, RiverFront Asset Allocation Aggressive's estimated gain on his RFEU holdings is $474,886.13, reflecting a 19.38% gain to date.

RiverFront Asset Allocation Aggressive RFEU ($68.97) Holding Chart

RiverFront Asset Allocation Aggressive RFEU ($68.97) 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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