United Capital Financial Advisors’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

United Capital Financial Advisors’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
2020 Q3	–	Sell	-4,732	Closed	-$253K	–	1220
2020 Q2	$253K	Sell	4,732 -1,424	-23%	-$71.3K	﹤0.01%	1036
2020 Q1	$280K	Sell	6,156 -146	-2%	-$7.95K	﹤0.01%	987
2019 Q4	$378K	Sell	6,302 -1,398	-18%	-$80.9K	﹤0.01%	1064
2019 Q3	$429K	Sell	7,700 -483	-6%	-$26.8K	﹤0.01%	990
2019 Q2	$464K	Sell	8,183 -600	-7%	-$34K	﹤0.01%	1071
2019 Q1	$495K	Sell	8,783 -601	-6%	-$33.3K	﹤0.01%	981
2018 Q4	$481K	Sell	9,384 -1,744	-16%	-$96.2K	﹤0.01%	931
2018 Q3	$687K	Sell	11,128 -2,342	-17%	-$144K	﹤0.01%	885
2018 Q2	$825K	Sell	13,470 -4,019	-23%	-$258K	0.01%	811
2018 Q1	$1.12M	Sell	17,489 -5,913	-25%	-$387K	0.01%	754
2017 Q4	$1.5M	Sell	23,402 -3,657	-14%	-$233K	0.01%	671
2017 Q3	$1.71M	Buy	27,059 +575	+2%	+$35.5K	0.01%	621
2017 Q2	$1.59M	Buy	+26,484	New	+$1.56M	0.01%	634

Other funds holding RFDI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

United Capital Financial Advisors's RFDI Position: Q3 2020 in Review

United Capital Financial Advisors sold out of First Trust RiverFront Dynamic Developed International ETF (RFDI) in Q3 2020, closing a stake of 4,732 shares — an estimated $253K sold.

United Capital Financial Advisors first reported a position in RFDI in Q2 2017 and held it in 13 quarters. The position peaked at $1.71M in Q3 2017. 44 funds tracked by Wall St. Rank hold RFDI as of Q3 2020.

United Capital Financial Advisors reported no remaining First Trust RiverFront Dynamic Developed International ETF position as of Q3 2020 after selling out during the quarter.
United Capital Financial Advisors sold 4,732 First Trust RiverFront Dynamic Developed International ETF shares in Q3 2020, an estimated $253K.
United Capital Financial Advisors first reported a position in First Trust RiverFront Dynamic Developed International ETF in Q2 2017 and held it in 13 quarters.
United Capital Financial Advisors's First Trust RiverFront Dynamic Developed International ETF position peaked at $1.71M in Q3 2017.
44 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Developed International ETF as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.