LPL Financial
RFFC icon

LPL Financial’s ALPS Active Equity Opportunity ETF RFFC Stock Holding History

LPL Financial’s Portfolio RFFC Stock Details RFFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,961
Closed -$229K – 5485
2024
Q4 		$229K Buy
+3,961
New +$233K ﹤0.01% 4731

Other funds holding RFFC

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LPL Financial's RFFC Position: Q1 2025 in Review

LPL Financial sold out of ALPS Active Equity Opportunity ETF (RFFC) in Q1 2025, closing a stake of 3,961 shares — an estimated $229K sold.

LPL Financial first reported a position in RFFC in Q4 2024 and held it in 1 quarter. The position peaked at $229K in Q4 2024. 13 funds tracked by Wall St. Rank hold RFFC as of Q1 2025.

  • LPL Financial reported no remaining ALPS Active Equity Opportunity ETF position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 3,961 ALPS Active Equity Opportunity ETF shares in Q1 2025, an estimated $229K.
  • LPL Financial first reported a position in ALPS Active Equity Opportunity ETF in Q4 2024 and held it in 1 quarter.
  • LPL Financial's ALPS Active Equity Opportunity ETF position peaked at $229K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held ALPS Active Equity Opportunity ETF as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.