FHC
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First Heartland Consultants’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

First Heartland Consultants’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
Q2 		– Sell
-3,900
Closed -$219K – 394
2023
Q1 		$219K Sell
3,900
-495
-11% -$27.3K 0.03% 329
2022
Q4 		$234K Sell
4,395
-38,699
-90% -$1.98M 0.04% 325
2022
Q3 		$1.99K Sell
43,094
-7,041
-14% -$376K 0.17% 83
2022
Q2 		$2.68M Buy
50,135
+1,053
+2% +$63K 0.42% 56
2022
Q1 		$3.21M Sell
49,082
-20,746
-30% -$1.39M 0.5% 40
2021
Q4 		$5.11K Buy
69,828
+16,064
+30% +$1.16M 0.19% 36
2021
Q3 		$3.72M Buy
+53,764
New +$3.94M 0.57% 43

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 $74.1B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return