Elevated Capital Advisors’s First Trust RiverFront Dynamic Emerging Markets ETF RFEM Stock Holding History

Elevated Capital Advisors’s Portfolio RFEM Stock Details RFEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.2K	Sell	112 -485	-81%	-$40.9K	﹤0.01%	473
2025 Q4	$47.3K	Buy	+597	New	+$46.5K	0.01%	348
2024 Q3	–	Sell	-7,415	Closed	-$485K	–	277
2024 Q2	$485K	Sell	7,415 -239	-3%	-$15.2K	0.14%	177
2024 Q1	$469K	Sell	7,654 -468	-6%	-$27.9K	0.13%	135
2023 Q4	$480K	Sell	8,122 -28	-0.3%	-$1.55K	0.15%	132
2023 Q3	$434K	Sell	8,150 -239	-3%	-$13.1K	0.15%	130
2023 Q2	$462K	Buy	8,389 +572	+7%	+$30.8K	0.15%	139
2023 Q1	$418K	Buy	+7,817	New	+$419K	0.15%	134
2022 Q1	$292K	Buy	+4,507	New	+$297K	0.1%	152
2021 Q3	$295K	Buy	+4,390	New	+$312K	0.1%	148
2021 Q1	$376K	Buy	5,123 +164	+3%	+$12.1K	0.15%	135
2020 Q4	$343K	Sell	4,959 -638	-11%	-$41.5K	0.15%	146
2020 Q3	$359K	Sell	5,597 -523	-9%	-$32.2K	0.17%	135
2020 Q2	$384K	Buy	+6,120	New	+$320K	0.18%	128
2019 Q1	$300K	Buy	+6,012	New	+$366K	0.2%	118

Other funds holding RFEM

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Elevated Capital Advisors reduced its First Trust RiverFront Dynamic Emerging Markets ETF (RFEM) stake by 81% in Q1 2026, selling an estimated $40.9K and leaving 112 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Elevated Capital Advisors first reported a position in RFEM in Q1 2019 and has held it in 15 quarters since. The position peaked at $485K in Q2 2024. 40 funds tracked by Wall St. Rank hold RFEM as of Q1 2026.

Elevated Capital Advisors held 112 shares of First Trust RiverFront Dynamic Emerging Markets ETF worth $9.2K as of Q1 2026.
Elevated Capital Advisors sold 485 First Trust RiverFront Dynamic Emerging Markets ETF shares in Q1 2026, an estimated $40.9K.
First Trust RiverFront Dynamic Emerging Markets ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #473 holding.
Elevated Capital Advisors first reported a position in First Trust RiverFront Dynamic Emerging Markets ETF in Q1 2019 and has held it in 15 quarters since.
Elevated Capital Advisors's First Trust RiverFront Dynamic Emerging Markets ETF position peaked at $485K in Q2 2024.
40 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Emerging Markets ETF as of Q1 2026.

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