FFG
RIV

Ford Financial Group’s RiverNorth Opportunities Fund RIV Stock Holding History

Ford Financial Group’s Portfolio RIV Stock Details RIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16,328
Closed -$201K – 81
2022
Q4 		$201K Hold
16,328
– – 0.08% 114
2022
Q3 		$198K Buy
16,328
+79
+0.5% +$1.12K 0.08% 113
2022
Q2 		$229K Buy
16,249
+2,472
+18% +$36.1K 0.09% 105
2022
Q1 		$220K Buy
13,777
+1,097
+9% +$17.6K 0.08% 114
2021
Q4 		$202 Buy
+12,680
New +$215K 0.04% 101

Other funds holding RIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ford Financial Group's RIV Position: Q1 2023 in Review

Ford Financial Group sold out of RiverNorth Opportunities Fund (RIV) in Q1 2023, closing a stake of 16,328 shares — an estimated $201K sold.

Ford Financial Group first reported a position in RIV in Q4 2021 and held it in 5 quarters. The position peaked at $229K in Q2 2022. 47 funds tracked by Wall St. Rank hold RIV as of Q1 2023.

  • Ford Financial Group reported no remaining RiverNorth Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 16,328 RiverNorth Opportunities Fund shares in Q1 2023, an estimated $201K.
  • Ford Financial Group first reported a position in RiverNorth Opportunities Fund in Q4 2021 and held it in 5 quarters.
  • Ford Financial Group's RiverNorth Opportunities Fund position peaked at $229K in Q2 2022.
  • 47 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.