WIM
RFEU

WealthPlan Investment Management’s First Trust RiverFront Dynamic Europe ETF RFEU Stock Holding History

WealthPlan Investment Management’s Portfolio RFEU Stock Details RFEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-38
Closed -$2.28K – 306
2023
Q2 		$2.28K Sell
38
-61
-62% -$3.73K ﹤0.01% 316
2023
Q1 		$5.99K Buy
+99
New +$5.8K ﹤0.01% 354
2022
Q1 		$9.01M Buy
+138,216
New +$9.87M 0.63% 59

Other funds holding RFEU

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthPlan Investment Management's RFEU Position: Q3 2023 in Review

WealthPlan Investment Management sold out of First Trust RiverFront Dynamic Europe ETF (RFEU) in Q3 2023, closing a stake of 38 shares — an estimated $2.28K sold.

WealthPlan Investment Management first reported a position in RFEU in Q1 2022 and held it in 3 quarters. The position peaked at $9.01M in Q1 2022. 9 funds tracked by Wall St. Rank hold RFEU as of Q3 2023.

  • WealthPlan Investment Management reported no remaining First Trust RiverFront Dynamic Europe ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 38 First Trust RiverFront Dynamic Europe ETF shares in Q3 2023, an estimated $2.28K.
  • WealthPlan Investment Management first reported a position in First Trust RiverFront Dynamic Europe ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's First Trust RiverFront Dynamic Europe ETF position peaked at $9.01M in Q1 2022.
  • 9 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Europe ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.