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Regal Investment Advisors’s First Trust RiverFront Dynamic Emerging Markets ETF RFEM Stock Holding History

Regal Investment Advisors’s Portfolio RFEM Stock Details RFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-49,496
Closed -$3.21M – 245
2019
Q4 		$3.21M Buy
49,496
+10
+0% +$610 0.58% 49
2019
Q3 		$2.86M Sell
49,486
-3,220
-6% -$191K 0.56% 49
2019
Q2 		$3.25M Sell
52,706
-657
-1% -$40.2K 0.63% 40
2019
Q1 		$3.34M Buy
53,363
+2,381
+5% +$145K 0.68% 42
2018
Q4 		$2.85M Buy
50,982
+12,614
+33% +$724K 0.63% 44
2018
Q3 		$2.39M Sell
38,368
-7,656
-17% -$492K 0.5% 54
2018
Q2 		$3.05M Sell
46,024
-8,924
-16% -$641K 0.93% 27
2018
Q1 		$4.09M Buy
54,948
+947
+2% +$71K 0.91% 29
2017
Q4 		$3.8M Buy
54,001
+14,277
+36% +$987K 0.85% 29
2017
Q3 		$2.67M Buy
39,724
+2,895
+8% +$192K 0.62% 45
2017
Q2 		$2.29M Buy
36,829
+21,959
+148% +$1.35M 0.57% 61
2017
Q1 		$893K Hold
14,870
– – 0.23% 117
2016
Q4 		$785K Buy
+14,870
New +$817K 0.22% 125

Other funds holding RFEM

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return

Regal Investment Advisors's RFEM Position: Q1 2020 in Review

Regal Investment Advisors sold out of First Trust RiverFront Dynamic Emerging Markets ETF (RFEM) in Q1 2020, closing a stake of 49,496 shares — an estimated $3.21M sold.

Regal Investment Advisors first reported a position in RFEM in Q4 2016 and held it in 13 quarters. The position peaked at $4.09M in Q1 2018. 36 funds tracked by Wall St. Rank hold RFEM as of Q1 2020.

  • Regal Investment Advisors reported no remaining First Trust RiverFront Dynamic Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
  • Regal Investment Advisors sold 49,496 First Trust RiverFront Dynamic Emerging Markets ETF shares in Q1 2020, an estimated $3.21M.
  • Regal Investment Advisors first reported a position in First Trust RiverFront Dynamic Emerging Markets ETF in Q4 2016 and held it in 13 quarters.
  • Regal Investment Advisors's First Trust RiverFront Dynamic Emerging Markets ETF position peaked at $4.09M in Q1 2018.
  • 36 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Emerging Markets ETF as of Q1 2020.

Based on Regal Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.