Wintrust Investments’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History

Wintrust Investments’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
2019 Q1	–	Sell	-6,070	Closed	-$311K	–	354
2018 Q4	$311K	Sell	6,070 -7,583	-56%	-$418K	0.06%	250
2018 Q3	$843K	Buy	13,653 +1,048	+8%	+$64.5K	0.14%	139
2018 Q2	$772K	Buy	12,605 +5,779	+85%	+$371K	0.13%	153
2018 Q1	$436K	Buy	+6,826	New	+$447K	0.11%	157

Other funds holding RFDI

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

RIG

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

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

BTS

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

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

RJA

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

RJFSA

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wintrust Investments's RFDI Position: Q1 2019 in Review

Wintrust Investments sold out of First Trust RiverFront Dynamic Developed International ETF (RFDI) in Q1 2019, closing a stake of 6,070 shares — an estimated $311K sold.

Wintrust Investments first reported a position in RFDI in Q1 2018 and held it in 4 quarters. The position peaked at $843K in Q3 2018. 60 funds tracked by Wall St. Rank hold RFDI as of Q1 2019.

Wintrust Investments reported no remaining First Trust RiverFront Dynamic Developed International ETF position as of Q1 2019 after selling out during the quarter.
Wintrust Investments sold 6,070 First Trust RiverFront Dynamic Developed International ETF shares in Q1 2019, an estimated $311K.
Wintrust Investments first reported a position in First Trust RiverFront Dynamic Developed International ETF in Q1 2018 and held it in 4 quarters.
Wintrust Investments's First Trust RiverFront Dynamic Developed International ETF position peaked at $843K in Q3 2018.
60 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Developed International ETF as of Q1 2019.

Based on Wintrust Investments's 13F filing for Q1 2019, filed 15 May 2019.