DI
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Disciplined Investments’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

Disciplined Investments’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
2023
Q1 		– Sell
-6
Closed -$319 – 1702
2022
Q4 		$319 Hold
6
– – ﹤0.01% 1319
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1540
2022
Q2 		$0 Hold
6
– – ﹤0.01% 1555
2022
Q1 		$0 Hold
6
– – ﹤0.01% 1568
2021
Q4 		$0 Hold
6
– – ﹤0.01% 498
2021
Q3 		$0 Hold
6
– – ﹤0.01% 447
2021
Q2 		$0 Hold
6
– – ﹤0.01% 436
2021
Q1 		$0 Hold
6
– – ﹤0.01% 411
2020
Q4 		$0 Hold
6
– – ﹤0.01% 393
2020
Q3 		$0 Hold
6
– – ﹤0.01% 438
2020
Q2 		$0 Hold
6
– – ﹤0.01% 436
2020
Q1 		$0 Sell
6
-156
-96% -$8.49K ﹤0.01% 459
2019
Q4 		$10K Buy
+162
New +$9.38K 0.01% 292

Other funds holding RFDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return