Patriot Financial Group Insurance Agency’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-221	Closed	-$14K	–	853
2018 Q1	$14K	Hold	221	–	–	0.01%	544
2017 Q4	$15K	Hold	221	–	–	0.01%	515
2017 Q3	$14K	Buy	221 +88	+66%	+$5.44K	0.01%	490
2017 Q2	$8K	Buy	+133	New	+$7.85K	0.01%	584

Other funds holding RFDI

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

CWM

Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RFDI Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of First Trust RiverFront Dynamic Developed International ETF (RFDI) in Q2 2018, closing a stake of 221 shares — an estimated $14K sold.

Patriot Financial Group Insurance Agency first reported a position in RFDI in Q2 2017 and held it in 4 quarters. The position peaked at $15K in Q4 2017. 62 funds tracked by Wall St. Rank hold RFDI as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining First Trust RiverFront Dynamic Developed International ETF position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 221 First Trust RiverFront Dynamic Developed International ETF shares in Q2 2018, an estimated $14K.
Patriot Financial Group Insurance Agency first reported a position in First Trust RiverFront Dynamic Developed International ETF in Q2 2017 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's First Trust RiverFront Dynamic Developed International ETF position peaked at $15K in Q4 2017.
62 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Developed International ETF as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.