Who Owns FIRST TR EXCH TRADED FD III (RFDI)? -- Institutional Holders (2026-06-30)
56 institutions reported holding $132.3M of FIRST TR EXCH TRADED FD III (RFDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($31.5M), Cetera Investment Advisers ($17.7M), Per Stirling Capital Management, LLC. ($16.2M), ENVESTNET ASSET MANAGEMENT INC ($14.9M), Prospera Financial Services Inc ($11.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $31.5M | 362,149 | Added |
| 2 | Cetera Investment Advisers | $17.7M | 202,982 | Added |
| 3 | Per Stirling Capital Management, LLC. | $16.2M | 186,554 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $14.9M | 171,614 | Added |
| 5 | Prospera Financial Services Inc | $11.3M | 129,472 | Trimmed |
| 6 | RiverFront Investment Group, LLC | $9.8M | 112,606 | Trimmed |
| 7 | TRUIST FINANCIAL CORP | $7.7M | 88,344 | Added |
| 8 | Royal Bank of Canada | $4.2M | 48,096 | Added |
| 9 | UBS Group AG | $3.6M | 41,732 | Added |
| 10 | JANE STREET GROUP, LLC | $2.0M | 22,875 | Trimmed |
| 11 | Cerity Partners LLC | $1.9M | 21,741 | Added |
| 12 | LPL Financial LLC | $1.6M | 17,909 | Trimmed |
| 13 | Baird Financial Group, Inc. | $1.2M | 13,969 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $1.1M | 13,194 | Trimmed |
| 15 | DAVENPORT & Co LLC | $1.1M | 12,095 | Added |
| 16 | Stratos Wealth Advisors, LLC | $655,547 | 7,528 | New |
| 17 | Walkner Condon Financial Advisors LLC | $538,335 | 6,182 | Added |
| 18 | CENTRAL TRUST Co | $519,788 | 5,969 | Hold |
| 19 | Janney Montgomery Scott LLC | $492,000 | 5,651 | New |
| 20 | EWA, LLC | $488,699 | 5,612 | New |
| 21 | STIFEL FINANCIAL CORP | $346,802 | 3,982 | Added |
| 22 | Dana Investment Advisors, Inc. | $330,734 | 3,798 | Hold |
| 23 | CITADEL ADVISORS LLC | $307,570 | 3,532 | New |
| 24 | GAMMA Investing LLC | $302,259 | 3,471 | Hold |
| 25 | MONEYWISE, INC. | $301,129 | 3,458 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30