TRUE Private Wealth Advisors’s First Trust RiverFront Dynamic Emerging Markets ETF RFEM Stock Holding History

TRUE Private Wealth 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	-442	Closed	-$28K	–	802
2019 Q4	$28K	Buy	+442	New	+$27K	﹤0.01%	438
2019 Q3	–	Sell	-526	Closed	-$32K	–	608
2019 Q2	$32K	Buy	+526	New	+$32.2K	0.01%	395
2018 Q4	–	Sell	-755	Closed	-$47.1K	–	762
2018 Q3	$47.1K	Buy	+755	New	+$48.5K	0.01%	471

Other funds holding RFEM

RIG

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TRUE Private Wealth Advisors's RFEM Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of First Trust RiverFront Dynamic Emerging Markets ETF (RFEM) in Q1 2020, closing a stake of 442 shares — an estimated $28K sold.

TRUE Private Wealth Advisors first reported a position in RFEM in Q3 2018 and held it in 3 quarters. The position peaked at $47.1K in Q3 2018. 36 funds tracked by Wall St. Rank hold RFEM as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining First Trust RiverFront Dynamic Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 442 First Trust RiverFront Dynamic Emerging Markets ETF shares in Q1 2020, an estimated $28K.
TRUE Private Wealth Advisors first reported a position in First Trust RiverFront Dynamic Emerging Markets ETF in Q3 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's First Trust RiverFront Dynamic Emerging Markets ETF position peaked at $47.1K in Q3 2018.
36 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Emerging Markets ETF as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.