United Capital Financial Advisors’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-4,732
| Closed | -$253K | – | 1213 |
|
2020
Q2 | $253K | Sell |
4,732
-1,424
| -23% | -$76.1K | ﹤0.01% | 1030 |
|
2020
Q1 | $280K | Sell |
6,156
-146
| -2% | -$6.64K | ﹤0.01% | 982 |
|
2019
Q4 | $378K | Sell |
6,302
-1,398
| -18% | -$83.9K | ﹤0.01% | 1054 |
|
2019
Q3 | $429K | Sell |
7,700
-483
| -6% | -$26.9K | ﹤0.01% | 981 |
|
2019
Q2 | $464K | Sell |
8,183
-600
| -7% | -$34K | ﹤0.01% | 1060 |
|
2019
Q1 | $495K | Sell |
8,783
-601
| -6% | -$33.9K | ﹤0.01% | 973 |
|
2018
Q4 | $481K | Sell |
9,384
-1,744
| -16% | -$89.4K | ﹤0.01% | 931 |
|
2018
Q3 | $687K | Sell |
11,128
-2,342
| -17% | -$145K | ﹤0.01% | 885 |
|
2018
Q2 | $825K | Sell |
13,470
-4,019
| -23% | -$246K | 0.01% | 811 |
|
2018
Q1 | $1.12M | Sell |
17,489
-5,913
| -25% | -$378K | 0.01% | 754 |
|
2017
Q4 | $1.5M | Sell |
23,402
-3,657
| -14% | -$234K | 0.01% | 671 |
|
2017
Q3 | $1.71M | Buy |
27,059
+575
| +2% | +$36.3K | 0.01% | 621 |
|
2017
Q2 | $1.59M | Buy |
+26,484
| New | +$1.59M | 0.01% | 634 |
|