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

Mariner Independent Advisor Network’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
-10,320
Closed -$619K – 395
2019
Q4 		$619K Sell
10,320
-1,190
-10% -$68.9K 0.04% 293
2019
Q3 		$636K Sell
11,510
-9,179
-44% -$509K 0.05% 294
2019
Q2 		$1.18M Sell
20,689
-5,352
-21% -$303K 0.09% 219
2019
Q1 		$1.49M Buy
26,041
+2,172
+9% +$120K 0.13% 179
2018
Q4 		$1.28M Sell
23,869
-696
-3% -$38.4K 0.11% 195
2018
Q3 		$1.52M Buy
24,565
+7,837
+47% +$483K 0.19% 114
2018
Q2 		$1.02M Sell
16,728
-9,324
-36% -$599K 0.18% 85
2018
Q1 		$1.66M Buy
26,052
+15,982
+159% +$1.05M 0.1% 155
2017
Q4 		$667K Buy
+10,070
New +$641K 0.07% 214

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 $528B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B 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 $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B 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