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Northwest Wealth Management’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

Northwest Wealth Management’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
2018
Q4 		– Sell
-385
Closed -$24K – 537
2018
Q3 		$24K Buy
+385
New +$23.7K 0.02% 285

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RIG
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northwest Wealth Management's RFDI Position: Q4 2018 in Review

Northwest Wealth Management sold out of First Trust RiverFront Dynamic Developed International ETF (RFDI) in Q4 2018, closing a stake of 385 shares — an estimated $24K sold.

Northwest Wealth Management first reported a position in RFDI in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 58 funds tracked by Wall St. Rank hold RFDI as of Q4 2018.

  • Northwest Wealth Management reported no remaining First Trust RiverFront Dynamic Developed International ETF position as of Q4 2018 after selling out during the quarter.
  • Northwest Wealth Management sold 385 First Trust RiverFront Dynamic Developed International ETF shares in Q4 2018, an estimated $24K.
  • Northwest Wealth Management first reported a position in First Trust RiverFront Dynamic Developed International ETF in Q3 2018 and held it in 1 quarter.
  • Northwest Wealth Management's First Trust RiverFront Dynamic Developed International ETF position peaked at $24K in Q3 2018.
  • 58 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Developed International ETF as of Q4 2018.

Based on Northwest Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.