AWM
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Accel Wealth Management’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

Accel Wealth Management’s Portfolio RFDI Stock Details RFDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-328
Closed -$18.4K – 698
2023
Q1 		$18.4K Hold
328
– – 0.01% 741
2022
Q4 		$17.4K Hold
328
– – 0.01% 586
2022
Q3 		$16K Hold
328
– – 0.01% 624
2022
Q2 		$17K Hold
328
– – 0.01% 593
2022
Q1 		$22K Hold
328
– – 0.01% 535
2021
Q4 		$24K Hold
328
– – 0.01% 535
2021
Q3 		$23K Hold
328
– – 0.01% 473
2021
Q2 		$23K Hold
328
– – 0.02% 511
2021
Q1 		$21K Hold
328
– – 0.02% 494
2020
Q4 		$21K Buy
+328
New +$19.6K 0.02% 480

Other funds holding RFDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return