RFDI β€” FT RIVERFRONT DYNAMIC DEV INTER ETF

Ownership history in Claris Financial LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Claris Financial LLC reported a position in FT RIVERFRONT DYNAMIC DEV INTER ETF (RFDI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.72% (2025 Q4)
πŸ“Š Avg. % of fund
0.72%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    RFDI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 16,862 -716 -4.1% 0.72% $1.4M $80.51
2025 Q1 INITIATED 17,578 β€” β€” 0.71% $1.1M $64.34

🏒 Other funds also holding RFDI

As of 2025 Q4 β€” sorted by position size

Per Stirling Capital Management, LLC. 3Y 1.83% Prospera Financial Services Inc 3Y 7Y 0.19% RiverFront Investment Group, LLC 3Y 7Y 0.16% MONEYWISE, INC. 3Y 7Y 0.12% Strategic Equity Management 3Y 0.08% Walkner Condon Financial Advisors LLC 3Y 0.07% Elevated Capital Advisors, LLC 3Y 0.03% GAMMA Investing LLC 0.02% FULTON BREAKEFIELD BROENNIMAN LLC 3Y 7Y 0.01% Cetera Investment Advisers 3Y 7Y 0.01%
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