First Allied Advisory Services’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-782	Closed	-$43K	–	1517
2019 Q3	$43K	Buy	+782	New	+$43.3K	﹤0.01%	1375
2018 Q3	–	Sell	-3,942	Closed	-$242K	–	1235
2018 Q2	$242K	Sell	3,942 -2,493	-39%	-$160K	0.01%	972
2018 Q1	$412K	Sell	6,435 -15,363	-70%	-$1.01M	0.02%	743
2017 Q4	$1.4M	Sell	21,798 -47,081	-68%	-$3M	0.06%	359
2017 Q3	$4.34M	Sell	68,879 -5,022	-7%	-$310K	0.19%	136
2017 Q2	$4.44M	Buy	73,901 +26,772	+57%	+$1.58M	0.2%	128
2017 Q1	$4.21M	Buy	47,129 +1,578	+3%	+$86.3K	0.22%	112
2016 Q4	$2.39M	Sell	45,551 -4,639	-9%	-$240K	0.12%	191
2016 Q3	$2.65M	Buy	+50,190	New	+$2.59M	0.14%	171

Other funds holding RFDI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada

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

Truist Financial

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

Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management

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