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Triad Wealth Partners’s First Trust RiverFront Dynamic Emerging Markets ETF RFEM Stock Holding History

Triad Wealth Partners’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
2026
Q1 		$401K Sell
4,882
-1,079
-18% -$91.1K 0.03% 327
2025
Q4 		$472K Buy
+5,961
New +$464K 0.04% 282

Other funds holding RFEM

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Triad Wealth Partners's RFEM Position: Q1 2026 in Review

Triad Wealth Partners reduced its First Trust RiverFront Dynamic Emerging Markets ETF (RFEM) stake by 18% in Q1 2026, selling an estimated $91.1K and leaving 4,882 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #327.

Triad Wealth Partners first reported a position in RFEM in Q4 2025 and has held it in 2 quarters since. The position peaked at $472K in Q4 2025. 40 funds tracked by Wall St. Rank hold RFEM as of Q1 2026.

  • Triad Wealth Partners held 4,882 shares of First Trust RiverFront Dynamic Emerging Markets ETF worth $401K as of Q1 2026.
  • Triad Wealth Partners sold 1,079 First Trust RiverFront Dynamic Emerging Markets ETF shares in Q1 2026, an estimated $91.1K.
  • First Trust RiverFront Dynamic Emerging Markets ETF made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #327 holding.
  • Triad Wealth Partners first reported a position in First Trust RiverFront Dynamic Emerging Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • Triad Wealth Partners's First Trust RiverFront Dynamic Emerging Markets ETF position peaked at $472K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Emerging Markets ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.