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Independent Advisor Alliance’s First Trust RiverFront Dynamic Emerging Markets ETF RFEM Stock Holding History

Independent Advisor Alliance’s Portfolio RFEM Stock Details RFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-25,076
Closed -$1.62M – 761
2019
Q4 		$1.62M Buy
+25,076
New +$1.53M 0.07% 272

Other funds holding RFEM

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return

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

Independent Advisor Alliance sold out of First Trust RiverFront Dynamic Emerging Markets ETF (RFEM) in Q1 2020, closing a stake of 25,076 shares — an estimated $1.62M sold.

Independent Advisor Alliance first reported a position in RFEM in Q4 2019 and held it in 1 quarter. The position peaked at $1.62M in Q4 2019. 36 funds tracked by Wall St. Rank hold RFEM as of Q1 2020.

  • Independent Advisor Alliance reported no remaining First Trust RiverFront Dynamic Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 25,076 First Trust RiverFront Dynamic Emerging Markets ETF shares in Q1 2020, an estimated $1.62M.
  • Independent Advisor Alliance first reported a position in First Trust RiverFront Dynamic Emerging Markets ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's First Trust RiverFront Dynamic Emerging Markets ETF position peaked at $1.62M in Q4 2019.
  • 36 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Emerging Markets ETF as of Q1 2020.

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