Who Owns FIRST TR EXCH TRADED FD III (RFDI)? -- Institutional Holders (2026-03-31)
49 institutions reported holding $121.9M of FIRST TR EXCH TRADED FD III (RFDI) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($29.7M), Per Stirling Capital Management, LLC. ($15.1M), Cetera Investment Advisers ($13.8M), ENVESTNET ASSET MANAGEMENT INC ($12.8M), Prospera Financial Services Inc ($11.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $29.7M | 361,121 | Added |
| 2 | Per Stirling Capital Management, LLC. | $15.1M | 184,196 | Trimmed |
| 3 | Cetera Investment Advisers | $13.8M | 168,550 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $12.8M | 155,626 | Added |
| 5 | Prospera Financial Services Inc | $11.6M | 141,647 | Trimmed |
| 6 | RiverFront Investment Group, LLC | $10.0M | 121,774 | Trimmed |
| 7 | TRUIST FINANCIAL CORP | $7.0M | 85,511 | Trimmed |
| 8 | Royal Bank of Canada | $3.7M | 44,973 | Added |
| 9 | UBS Group AG | $2.5M | 30,413 | Added |
| 10 | JANE STREET GROUP, LLC | $2.0M | 24,785 | Added |
| 11 | LPL Financial LLC | $1.7M | 21,222 | Added |
| 12 | Cerity Partners LLC | $1.7M | 21,140 | Added |
| 13 | Claris Financial LLC | $1.4M | 16,924 | Added |
| 14 | Baird Financial Group, Inc. | $1.2M | 14,372 | Hold |
| 15 | RAYMOND JAMES FINANCIAL INC | $1.1M | 13,230 | Added |
| 16 | DAVENPORT & Co LLC | $933,019 | 11,363 | Added |
| 17 | Orion Porfolio Solutions, LLC | $799,918 | 9,742 | Trimmed |
| 18 | GTS SECURITIES LLC | $710,252 | 8,650 | New |
| 19 | Walkner Condon Financial Advisors LLC | $507,195 | 6,177 | Added |
| 20 | CENTRAL TRUST Co | $490,117 | 5,969 | Trimmed |
| 21 | STIFEL FINANCIAL CORP | $326,848 | 3,981 | Added |
| 22 | Dana Investment Advisors, Inc. | $311,855 | 3,798 | Hold |
| 23 | GAMMA Investing LLC | $285,005 | 3,471 | Trimmed |
| 24 | MONEYWISE, INC. | $283,940 | 3,458 | Hold |
| 25 | Strategic Equity Management | $239,762 | 2,920 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31