APP
RFEU

Avantax Planning Partners’s First Trust RiverFront Dynamic Europe ETF RFEU Stock Holding History

Avantax Planning Partners’s Portfolio RFEU Stock Details RFEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-82
Closed -$5K – 1190
2018
Q1 		$5K Buy
+82
New +$5.48K ﹤0.01% 1346

Other funds holding RFEU

SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Planning Partners's RFEU Position: Q2 2018 in Review

Avantax Planning Partners sold out of First Trust RiverFront Dynamic Europe ETF (RFEU) in Q2 2018, closing a stake of 82 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in RFEU in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 38 funds tracked by Wall St. Rank hold RFEU as of Q2 2018.

  • Avantax Planning Partners reported no remaining First Trust RiverFront Dynamic Europe ETF position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 82 First Trust RiverFront Dynamic Europe ETF shares in Q2 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in First Trust RiverFront Dynamic Europe ETF in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's First Trust RiverFront Dynamic Europe ETF position peaked at $5K in Q1 2018.
  • 38 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Europe ETF as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.