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CoreCap Advisors’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

CoreCap Advisors’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
2025
Q1 		– Sell
-20
Closed -$1.23K – 3280
2024
Q4 		$1.23K Hold
20
– – ﹤0.01% 2339
2024
Q3 		$1.35K Hold
20
– – ﹤0.01% 2230
2024
Q2 		$1.27K Hold
20
– – ﹤0.01% 1372
2024
Q1 		$1.28K Buy
+20
New +$1.24K ﹤0.01% 2193
2022
Q4 		$1.06K Buy
+20
New +$1.02K ﹤0.01% 2047
2022
Q3 		– Sell
-20
Closed -$1K – 1733
2022
Q2 		$1K Buy
+20
New +$1.2K ﹤0.01% 2044
2022
Q1 		– Sell
-20
Closed -$1K – 1728
2021
Q4 		$1K Buy
+20
New +$1.44K ﹤0.01% 2217

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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 $74.1B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return