Valeo Financial Advisors’s First Trust RiverFront Dynamic Emerging Markets ETF RFEM Stock Holding History

Valeo Financial 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
2019 Q2	–	Sell	-375	Closed	-$23K	–	1642
2019 Q1	$23K	Buy	375 +2	+0.5%	+$122	﹤0.01%	750
2018 Q4	$21K	Hold	373	–	–	﹤0.01%	698
2018 Q3	$21K	Buy	373 +4	+1%	+$257	﹤0.01%	763
2018 Q2	$24K	Buy	369 +102	+38%	+$7.32K	﹤0.01%	714
2018 Q1	$20K	Buy	267 +128	+92%	+$9.59K	﹤0.01%	716
2017 Q4	$10K	Buy	+139	New	+$9.61K	﹤0.01%	842

Other funds holding RFEM

RIG

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

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

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

WFG

Wills Financial Group Richmond, Virginia $265M AUM 16.97% 1-Year Est. Return

Valeo Financial Advisors's RFEM Position: Q2 2019 in Review

Valeo Financial Advisors sold out of First Trust RiverFront Dynamic Emerging Markets ETF (RFEM) in Q2 2019, closing a stake of 375 shares — an estimated $23K sold.

Valeo Financial Advisors first reported a position in RFEM in Q4 2017 and held it in 6 quarters. The position peaked at $24K in Q2 2018. 39 funds tracked by Wall St. Rank hold RFEM as of Q2 2019.

Valeo Financial Advisors reported no remaining First Trust RiverFront Dynamic Emerging Markets ETF position as of Q2 2019 after selling out during the quarter.
Valeo Financial Advisors sold 375 First Trust RiverFront Dynamic Emerging Markets ETF shares in Q2 2019, an estimated $23K.
Valeo Financial Advisors first reported a position in First Trust RiverFront Dynamic Emerging Markets ETF in Q4 2017 and held it in 6 quarters.
Valeo Financial Advisors's First Trust RiverFront Dynamic Emerging Markets ETF position peaked at $24K in Q2 2018.
39 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Emerging Markets ETF as of Q2 2019.

Based on Valeo Financial Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.