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UCFA
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
Shares
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
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$299M AUM
27.65%
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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