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

Golden State 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	$14K	Hold	170	–	–	﹤0.01%	1005
2025 Q4	$13.7K	Hold	170	–	–	﹤0.01%	1015
2025 Q3	$13K	Hold	170	–	–	﹤0.01%	1035
2025 Q2	$12.4K	Hold	170	–	–	﹤0.01%	1022
2025 Q1	$11.3K	Hold	170	–	–	﹤0.01%	968
2024 Q4	$10.4K	Buy	+170	New	+$10.9K	﹤0.01%	955
2019 Q3	–	Sell	-400	Closed	-$22K	–	1125
2019 Q2	$22K	Sell	400 -184	-32%	-$10.4K	0.01%	604
2019 Q1	$33K	Buy	+584	New	+$32.4K	0.01%	531

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

Golden State Wealth Management's RFDI Position: Q1 2026 in Review

Golden State Wealth Management held its First Trust RiverFront Dynamic Developed International ETF (RFDI) position steady in Q1 2026 at 170 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Golden State Wealth Management first reported a position in RFDI in Q1 2019 and has held it in 8 quarters since. The position peaked at $33K in Q1 2019. 46 funds tracked by Wall St. Rank hold RFDI as of Q1 2026.

Golden State Wealth Management held 170 shares of First Trust RiverFront Dynamic Developed International ETF worth $14K as of Q1 2026.
Golden State Wealth Management left its First Trust RiverFront Dynamic Developed International ETF share count unchanged in Q1 2026.
First Trust RiverFront Dynamic Developed International ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1005 holding.
Golden State Wealth Management first reported a position in First Trust RiverFront Dynamic Developed International ETF in Q1 2019 and has held it in 8 quarters since.
Golden State Wealth Management's First Trust RiverFront Dynamic Developed International ETF position peaked at $33K in Q1 2019.
46 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Developed International ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.