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Flagship Harbor Advisors’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

Flagship Harbor 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
2019
Q4 		– Sell
-28
Closed -$1K – 1939
2019
Q3 		$1K Hold
28
– – ﹤0.01% 1778
2019
Q2 		$1K Hold
28
– – ﹤0.01% 1798
2019
Q1 		$1K Hold
28
– – ﹤0.01% 1777
2018
Q4 		$1K Sell
28
-100
-78% -$5.51K ﹤0.01% 1765
2018
Q3 		$8K Sell
128
-200
-61% -$12.3K ﹤0.01% 1535
2018
Q2 		$20K Buy
+328
New +$21.1K ﹤0.01% 1103

Other funds holding RFDI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
RJA
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 $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return
RJFSA
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 $424B AUM 22.96% 1-Year Est. Return

Flagship Harbor Advisors's RFDI Position: Q4 2019 in Review

Flagship Harbor Advisors sold out of First Trust RiverFront Dynamic Developed International ETF (RFDI) in Q4 2019, closing a stake of 28 shares — an estimated $1K sold.

Flagship Harbor Advisors first reported a position in RFDI in Q2 2018 and held it in 6 quarters. The position peaked at $20K in Q2 2018. 56 funds tracked by Wall St. Rank hold RFDI as of Q4 2019.

  • Flagship Harbor Advisors reported no remaining First Trust RiverFront Dynamic Developed International ETF position as of Q4 2019 after selling out during the quarter.
  • Flagship Harbor Advisors sold 28 First Trust RiverFront Dynamic Developed International ETF shares in Q4 2019, an estimated $1K.
  • Flagship Harbor Advisors first reported a position in First Trust RiverFront Dynamic Developed International ETF in Q2 2018 and held it in 6 quarters.
  • Flagship Harbor Advisors's First Trust RiverFront Dynamic Developed International ETF position peaked at $20K in Q2 2018.
  • 56 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Developed International ETF as of Q4 2019.

Based on Flagship Harbor Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.