Claris Financial’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

Claris Financial’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	$1.39M	Buy	16,924 +62	+0.4%	+$5.22K	0.76%	29
2025 Q4	$1.36M	Buy	16,862 +75	+0.4%	+$5.86K	0.72%	29
2025 Q3	$1.29M	Buy	+16,787	New	+$1.26M	0.73%	30
2025 Q2	–	Sell	-17,578	Closed	-$1.08M	–	159
2025 Q1	$1.08M	Hold	17,578	–	–	0.71%	35
2024 Q4	$1.08M	Buy	+17,578	New	+$1.13M	0.71%	35

Other funds holding RFDI

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Claris Financial's RFDI Position: Q1 2026 in Review

Claris Financial increased its First Trust RiverFront Dynamic Developed International ETF (RFDI) stake by 0.37% in Q1 2026, buying an estimated $5.22K and bringing the position to 16,924 shares worth $1.39M. The position accounts for 0.76% of the portfolio, ranked #29.

Claris Financial first reported a position in RFDI in Q4 2024 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold RFDI as of Q1 2026.

Claris Financial held 16,924 shares of First Trust RiverFront Dynamic Developed International ETF worth $1.39M as of Q1 2026.
Claris Financial bought 62 First Trust RiverFront Dynamic Developed International ETF shares in Q1 2026, an estimated $5.22K.
First Trust RiverFront Dynamic Developed International ETF made up 0.76% of Claris Financial's portfolio in Q1 2026, its #29 holding.
Claris Financial first reported a position in First Trust RiverFront Dynamic Developed International ETF in Q4 2024 and has held it in 5 quarters since.
46 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Developed International ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.