Zimmermann Investment Management & Planning’s First Trust RiverFront Dynamic Europe ETF RFEU Stock Holding History

Zimmermann Investment Management & Planning’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
2022 Q3	–	Sell	-28,738	Closed	-$1.64M	–	104
2022 Q2	$1.64M	Sell	28,738 -13,962	-33%	-$890K	1.13%	27
2022 Q1	$2.99M	Sell	42,700 -11,949	-22%	-$853K	1.77%	20
2021 Q4	$4.28M	Buy	+54,649	New	+$4.17M	2.4%	17

Other funds holding RFEU

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zimmermann Investment Management & Planning's RFEU Position: Q3 2022 in Review

Zimmermann Investment Management & Planning sold out of First Trust RiverFront Dynamic Europe ETF (RFEU) in Q3 2022, closing a stake of 28,738 shares — an estimated $1.64M sold.

Zimmermann Investment Management & Planning first reported a position in RFEU in Q4 2021 and held it in 3 quarters. The position peaked at $4.28M in Q4 2021. 11 funds tracked by Wall St. Rank hold RFEU as of Q3 2022.

Zimmermann Investment Management & Planning reported no remaining First Trust RiverFront Dynamic Europe ETF position as of Q3 2022 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 28,738 First Trust RiverFront Dynamic Europe ETF shares in Q3 2022, an estimated $1.64M.
Zimmermann Investment Management & Planning first reported a position in First Trust RiverFront Dynamic Europe ETF in Q4 2021 and held it in 3 quarters.
Zimmermann Investment Management & Planning's First Trust RiverFront Dynamic Europe ETF position peaked at $4.28M in Q4 2021.
11 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Europe ETF as of Q3 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2022, filed 1 Nov 2022.