Tyler-Stone Wealth Management’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

Tyler-Stone Wealth Management’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
2023 Q3	–	Sell	-425	Closed	-$24K	–	943
2023 Q2	$24K	Buy	+425	New	+$24.3K	0.01%	453
2022 Q4	$23K	Hold	425	–	–	0.02%	429
2022 Q3	$20K	Hold	425	–	–	0.02%	439
2022 Q2	$23K	Hold	425	–	–	0.02%	427
2022 Q1	$28K	Hold	425	–	–	0.02%	424
2021 Q4	$31K	Buy	+425	New	+$30.7K	0.02%	431

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

Envestnet Asset Management

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

Truist Financial

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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Royal Bank of Canada

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

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

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

Kesler Norman & Wride Ogden, Utah $581M AUM 17.6% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return