Bank of Montreal
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Bank of Montreal’s First Trust RiverFront Dynamic Emerging Markets ETF RFEM Stock Holding History

Bank of Montreal’s Portfolio RFEM Stock Details RFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,694
Closed -$280K – 4249
2023
Q4 		$280K Sell
4,694
-352
-7% -$19.5K ﹤0.01% 2909
2023
Q3 		$287K Buy
5,046
+329
+7% +$18.1K ﹤0.01% 2840
2023
Q2 		$265K Buy
+4,717
New +$254K ﹤0.01% 3042

Other funds holding RFEM

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of Montreal's RFEM Position: Q1 2024 in Review

Bank of Montreal sold out of First Trust RiverFront Dynamic Emerging Markets ETF (RFEM) in Q1 2024, closing a stake of 4,694 shares — an estimated $280K sold.

Bank of Montreal first reported a position in RFEM in Q2 2023 and held it in 3 quarters. The position peaked at $287K in Q3 2023. 32 funds tracked by Wall St. Rank hold RFEM as of Q1 2024.

  • Bank of Montreal reported no remaining First Trust RiverFront Dynamic Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 4,694 First Trust RiverFront Dynamic Emerging Markets ETF shares in Q1 2024, an estimated $280K.
  • Bank of Montreal first reported a position in First Trust RiverFront Dynamic Emerging Markets ETF in Q2 2023 and held it in 3 quarters.
  • Bank of Montreal's First Trust RiverFront Dynamic Emerging Markets ETF position peaked at $287K in Q3 2023.
  • 32 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Emerging Markets ETF as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.