Sigma Planning Corp’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

Sigma Planning Corp’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
2019 Q4	–	Sell	-6,157	Closed	-$343K	–	1094
2019 Q3	$343K	Sell	6,157 -4,612	-43%	-$256K	0.02%	714
2019 Q2	$611K	Buy	10,769 +30	+0.3%	+$1.7K	0.03%	488
2019 Q1	$605K	Sell	10,739 -4,006	-27%	-$222K	0.03%	463
2018 Q4	$755K	Sell	14,745 -3,444	-19%	-$190K	0.06%	313
2018 Q3	$1.12M	Buy	18,189 +993	+6%	+$61.2K	0.07%	278
2018 Q2	$1.05M	Buy	17,196 +8,634	+101%	+$554K	0.07%	270
2018 Q1	$547K	Buy	8,562 +3,968	+86%	+$260K	0.04%	418
2017 Q4	$294K	Buy	+4,594	New	+$292K	0.02%	616

Other funds holding RFDI

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

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return