Cerity Partners
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Cerity Partners’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

Cerity Partners’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
2026
Q1 		$1.74M Buy
21,140
+1,247
+6% +$105K ﹤0.01% 1563
2025
Q4 		$1.6M Buy
19,893
+638
+3% +$49.9K ﹤0.01% 1469
2025
Q3 		$1.48M Buy
19,255
+1,442
+8% +$108K ﹤0.01% 1424
2025
Q2 		$1.3M Buy
+17,813
New +$1.24M ﹤0.01% 1409

Other funds holding RFDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cerity Partners's RFDI Position: Q1 2026 in Review

Cerity Partners increased its First Trust RiverFront Dynamic Developed International ETF (RFDI) stake by 6.3% in Q1 2026, buying an estimated $105K and bringing the position to 21,140 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Cerity Partners first reported a position in RFDI in Q2 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold RFDI as of Q1 2026.

  • Cerity Partners held 21,140 shares of First Trust RiverFront Dynamic Developed International ETF worth $1.74M as of Q1 2026.
  • Cerity Partners bought 1,247 First Trust RiverFront Dynamic Developed International ETF shares in Q1 2026, an estimated $105K.
  • First Trust RiverFront Dynamic Developed International ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1563 holding.
  • Cerity Partners first reported a position in First Trust RiverFront Dynamic Developed International ETF in Q2 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Developed International ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.