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

Elevated Capital 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
2026 Q1	$34.2K	Sell	417 -961	-70%	-$80.9K	0.01%	377
2025 Q4	$111K	Buy	+1,378	New	+$108K	0.03%	289
2024 Q3	–	Sell	-26,370	Closed	-$1.68M	–	276
2024 Q2	$1.68M	Sell	26,370 -891	-3%	-$57.2K	0.47%	56
2024 Q1	$1.75M	Sell	27,261 -1,633	-6%	-$101K	0.5%	62
2023 Q4	$1.77M	Sell	28,894 -14	-0%	-$796	0.55%	59
2023 Q3	$1.61M	Buy	28,908 +311	+1%	+$17.8K	0.55%	63
2023 Q2	$1.63M	Buy	28,597 +1,907	+7%	+$109K	0.54%	68
2023 Q1	$1.5M	Buy	26,690 +3,516	+15%	+$194K	0.54%	69
2022 Q4	$1.23M	Buy	23,174 +1,262	+6%	+$64.7K	0.47%	74
2022 Q3	$1.01M	Buy	+21,912	New	+$1.17M	0.4%	90
2022 Q1	$1.48M	Buy	+22,618	New	+$1.51M	0.49%	62
2021 Q3	$1.58M	Buy	+22,825	New	+$1.67M	0.55%	52
2021 Q1	$1.69M	Buy	24,697 +9,631	+64%	+$632K	0.65%	47
2020 Q4	$970K	Sell	15,066 -1,424	-9%	-$85K	0.42%	75
2020 Q3	$971K	Sell	16,490 -1,835	-10%	-$103K	0.45%	70
2020 Q2	$1.07M	Buy	+18,325	New	+$917K	0.5%	69
2019 Q4	$555K	Buy	+9,255	New	+$536K	0.62%	45
2019 Q1	$968K	Buy	+20,718	New	+$1.15M	0.64%	43

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

Elevated Capital Advisors's RFDI Position: Q1 2026 in Review

Elevated Capital Advisors reduced its First Trust RiverFront Dynamic Developed International ETF (RFDI) stake by 70% in Q1 2026, selling an estimated $80.9K and leaving 417 shares worth $34.2K. The position accounts for 0.01% of the portfolio, ranked #377.

Elevated Capital Advisors first reported a position in RFDI in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.77M in Q4 2023. 46 funds tracked by Wall St. Rank hold RFDI as of Q1 2026.

Elevated Capital Advisors held 417 shares of First Trust RiverFront Dynamic Developed International ETF worth $34.2K as of Q1 2026.
Elevated Capital Advisors sold 961 First Trust RiverFront Dynamic Developed International ETF shares in Q1 2026, an estimated $80.9K.
First Trust RiverFront Dynamic Developed International ETF made up 0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #377 holding.
Elevated Capital Advisors first reported a position in First Trust RiverFront Dynamic Developed International ETF in Q1 2019 and has held it in 18 quarters since.
Elevated Capital Advisors's First Trust RiverFront Dynamic Developed International ETF position peaked at $1.77M in Q4 2023.
46 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Developed International ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.