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Independent Advisor Alliance’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-10,928
Closed -$655K – 760
2019
Q4 		$655K Buy
+10,928
New +$633K 0.03% 469

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independent Advisor Alliance's RFDI Position: Q1 2020 in Review

Independent Advisor Alliance sold out of First Trust RiverFront Dynamic Developed International ETF (RFDI) in Q1 2020, closing a stake of 10,928 shares — an estimated $655K sold.

Independent Advisor Alliance first reported a position in RFDI in Q4 2019 and held it in 1 quarter. The position peaked at $655K in Q4 2019. 46 funds tracked by Wall St. Rank hold RFDI as of Q1 2020.

  • Independent Advisor Alliance reported no remaining First Trust RiverFront Dynamic Developed International ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,928 First Trust RiverFront Dynamic Developed International ETF shares in Q1 2020, an estimated $655K.
  • Independent Advisor Alliance first reported a position in First Trust RiverFront Dynamic Developed International ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's First Trust RiverFront Dynamic Developed International ETF position peaked at $655K in Q4 2019.
  • 46 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Developed International ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.