O'Dell Group’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

O'Dell 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
2024 Q1	–	Sell	-15	Closed	-$948	–	388
2023 Q4	$948	Buy	+15	New	+$853	﹤0.01%	462
2023 Q3	–	Sell	-17	Closed	-$977	–	383
2023 Q2	$977	Buy	+17	New	+$973	﹤0.01%	459
2022 Q4	–	Sell	-42	Closed	-$2K	–	322
2022 Q3	$2K	Sell	42 -6	-13%	-$320	﹤0.01%	384
2022 Q2	$3K	Hold	48	–	–	﹤0.01%	384
2022 Q1	$3K	Hold	48	–	–	﹤0.01%	428
2021 Q4	$4K	Hold	48	–	–	﹤0.01%	418
2021 Q3	$3K	Buy	+48	New	+$3.52K	﹤0.01%	423

Other funds holding RFDI

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

PFS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

O'Dell Group's RFDI Position: Q1 2024 in Review

O'Dell Group sold out of First Trust RiverFront Dynamic Developed International ETF (RFDI) in Q1 2024, closing a stake of 15 shares — an estimated $948 sold.

O'Dell Group first reported a position in RFDI in Q3 2021 and held it in 7 quarters. The position peaked at $4K in Q4 2021. 44 funds tracked by Wall St. Rank hold RFDI as of Q1 2024.

O'Dell Group reported no remaining First Trust RiverFront Dynamic Developed International ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 15 First Trust RiverFront Dynamic Developed International ETF shares in Q1 2024, an estimated $948.
O'Dell Group first reported a position in First Trust RiverFront Dynamic Developed International ETF in Q3 2021 and held it in 7 quarters.
O'Dell Group's First Trust RiverFront Dynamic Developed International ETF position peaked at $4K in Q4 2021.
44 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Developed International ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.