Larson Financial Group’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

Larson Financial Group’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
2021 Q2	–	Sell	-13	Closed	-$1K	–	924
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	787
2020 Q4	$1K	Buy	13 +1	+8%	+$60	﹤0.01%	715
2020 Q3	$1K	Buy	12 +3	+33%	+$169	﹤0.01%	678
2020 Q2	$1K	Buy	9 +1	+13%	+$50	﹤0.01%	642
2020 Q1	$0	Buy	8 +1	+14%	+$54	﹤0.01%	640
2019 Q4	$0	Buy	7 +4	+133%	+$232	﹤0.01%	650
2019 Q3	$0	Buy	3 +1	+50%	+$55	﹤0.01%	614
2019 Q2	$0	Buy	+2	New	+$113	﹤0.01%	564

Other funds holding RFDI

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return