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

IFP 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
2023
Q4 		– Sell
-641
Closed -$35.6K – 3285
2023
Q3 		$35.6K Hold
641
– – ﹤0.01% 1698
2023
Q2 		$36.6K Hold
641
– – ﹤0.01% 1739
2023
Q1 		$41.1K Hold
641
– – ﹤0.01% 1666
2022
Q4 		$41K Buy
+641
New +$32.9K ﹤0.01% 2376
2019
Q4 		– Sell
-810
Closed -$46.9K – 3074
2019
Q3 		$45K Buy
+810
New +$44.9K ﹤0.01% 1417
2019
Q1 		$88K Sell
1,565
-687
-31% -$38.1K 0.01% 738
2018
Q4 		$115K Sell
2,252
-908
-29% -$50.1K 0.01% 1123
2018
Q3 		$195K Sell
3,160
-1,523
-33% -$93.8K 0.01% 1094
2018
Q2 		$287K Buy
4,683
+3,022
+182% +$194K 0.01% 901
2018
Q1 		$106K Hold
1,661
– – ﹤0.01% 1351
2017
Q4 		$106K Buy
1,661
+1,174
+241% +$74.7K ﹤0.01% 1362
2017
Q3 		$31K Buy
487
+387
+387% +$23.9K ﹤0.01% 2318
2017
Q2 		$6K Hold
100
– – ﹤0.01% 3312
2017
Q1 		$6K Hold
100
– – ﹤0.01% 3208
2016
Q4 		$5K Hold
100
– – ﹤0.01% 3316
2016
Q3 		$5K Hold
100
– – ﹤0.01% 3248
2016
Q2 		$5K Buy
+100
New +$5.06K ﹤0.01% 3160

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFP Advisors's RFDI Position: Q4 2023 in Review

IFP Advisors sold out of First Trust RiverFront Dynamic Developed International ETF (RFDI) in Q4 2023, closing a stake of 641 shares — an estimated $35.6K sold.

IFP Advisors first reported a position in RFDI in Q2 2016 and held it in 17 quarters. The position peaked at $287K in Q2 2018. 44 funds tracked by Wall St. Rank hold RFDI as of Q4 2023.

  • IFP Advisors reported no remaining First Trust RiverFront Dynamic Developed International ETF position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 641 First Trust RiverFront Dynamic Developed International ETF shares in Q4 2023, an estimated $35.6K.
  • IFP Advisors first reported a position in First Trust RiverFront Dynamic Developed International ETF in Q2 2016 and held it in 17 quarters.
  • IFP Advisors's First Trust RiverFront Dynamic Developed International ETF position peaked at $287K in Q2 2018.
  • 44 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Developed International ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.