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Kesler Norman & Wride’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

Kesler Norman & Wride’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
-30,092
Closed -$1.67M – 165
2023
Q3 		$1.67M Buy
+30,092
New +$1.72M 0.42% 71

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

Kesler Norman & Wride's RFDI Position: Q4 2023 in Review

Kesler Norman & Wride sold out of First Trust RiverFront Dynamic Developed International ETF (RFDI) in Q4 2023, closing a stake of 30,092 shares — an estimated $1.67M sold.

Kesler Norman & Wride first reported a position in RFDI in Q3 2023 and held it in 1 quarter. The position peaked at $1.67M in Q3 2023. 44 funds tracked by Wall St. Rank hold RFDI as of Q4 2023.

  • Kesler Norman & Wride reported no remaining First Trust RiverFront Dynamic Developed International ETF position as of Q4 2023 after selling out during the quarter.
  • Kesler Norman & Wride sold 30,092 First Trust RiverFront Dynamic Developed International ETF shares in Q4 2023, an estimated $1.67M.
  • Kesler Norman & Wride first reported a position in First Trust RiverFront Dynamic Developed International ETF in Q3 2023 and held it in 1 quarter.
  • Kesler Norman & Wride's First Trust RiverFront Dynamic Developed International ETF position peaked at $1.67M in Q3 2023.
  • 44 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Developed International ETF as of Q4 2023.

Based on Kesler Norman & Wride's 13F filing for Q4 2023, filed 10 Jan 2024.