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Capasso Planning Partners’s First Trust RiverFront Dynamic Emerging Markets ETF RFEM Stock Holding History

Capasso Planning Partners’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
2025
Q2 		– Sell
-6,036
Closed -$393K – 98
2025
Q1 		$393K Sell
6,036
-1,766
-23% -$115K 0.16% 78
2024
Q4 		$494K Buy
7,802
+894
+13% +$58.5K 0.2% 75
2024
Q3 		$471K Buy
+6,908
New +$452K 0.14% 100

Other funds holding RFEM

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 $83.7B AUM 27.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Capasso Planning Partners's RFEM Position: Q2 2025 in Review

Capasso Planning Partners sold out of First Trust RiverFront Dynamic Emerging Markets ETF (RFEM) in Q2 2025, closing a stake of 6,036 shares — an estimated $393K sold.

Capasso Planning Partners first reported a position in RFEM in Q3 2024 and held it in 3 quarters. The position peaked at $494K in Q4 2024. 33 funds tracked by Wall St. Rank hold RFEM as of Q2 2025.

  • Capasso Planning Partners reported no remaining First Trust RiverFront Dynamic Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Capasso Planning Partners sold 6,036 First Trust RiverFront Dynamic Emerging Markets ETF shares in Q2 2025, an estimated $393K.
  • Capasso Planning Partners first reported a position in First Trust RiverFront Dynamic Emerging Markets ETF in Q3 2024 and held it in 3 quarters.
  • Capasso Planning Partners's First Trust RiverFront Dynamic Emerging Markets ETF position peaked at $494K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Emerging Markets ETF as of Q2 2025.

Based on Capasso Planning Partners's 13F filing for Q2 2025, filed 6 Aug 2025.