Evolution Wealth Management’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

Evolution Wealth Management’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	$38.7K	Buy	471 +7	+2%	+$589	0.03%	314
2025 Q4	$37.4K	Hold	464	–	–	0.03%	276
2025 Q3	$35.6K	Hold	464	–	–	0.04%	234
2025 Q2	$33.8K	Buy	+464	New	+$32.2K	0.04%	217

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

Evolution Wealth Management's RFDI Position: Q1 2026 in Review

Evolution Wealth Management increased its First Trust RiverFront Dynamic Developed International ETF (RFDI) stake by 1.5% in Q1 2026, buying an estimated $589 and bringing the position to 471 shares worth $38.7K. The position accounts for 0.03% of the portfolio, ranked #314.

Evolution Wealth Management first reported a position in RFDI in Q2 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold RFDI as of Q1 2026.

Evolution Wealth Management held 471 shares of First Trust RiverFront Dynamic Developed International ETF worth $38.7K as of Q1 2026.
Evolution Wealth Management bought 7 First Trust RiverFront Dynamic Developed International ETF shares in Q1 2026, an estimated $589.
First Trust RiverFront Dynamic Developed International ETF made up 0.03% of Evolution Wealth Management's portfolio in Q1 2026, its #314 holding.
Evolution Wealth Management first reported a position in First Trust RiverFront Dynamic Developed International ETF in Q2 2025 and has held it in 4 quarters since.
46 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Developed International ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.