FIRST TRST DYN DEVEL INT ETF (RFDI) Institutional Ownership Changes & 13F Activity

FIRST TRST DYN DEVEL INT ETF (RFDI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cetera Investment Advisers, Envestnet Asset Management Inc, Ubs Group Ag, Riverfront Investment Group, Llc, and Stratos Wealth Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+3,5323,532$307.57KQ2 2026Sep 02, 2026
Royal Bank Of CanadaBuy+3,123+6.9%48,096$4.19MQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Buy+2,358+1.3%186,554$16.25MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-1,910-7.7%22,875$1.99MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1,282-99.9%1$54.00Q2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+1,0881,088$94.48KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+918+40.4%3,193$278.77KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+601+2.8%21,741$1.89MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+130130$11.23KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-36-0.3%13,194$1.15MQ2 2026Aug 14, 2026
Ubs Group AgBuy+11,319+37.2%41,732$3.63MQ2 2026Aug 13, 2026
Morgan StanleyBuy+1,028+0.3%362,149$31.54MQ2 2026Aug 13, 2026
Downshift Financial, LlcBuy+6060$5.22KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+34,432+20.4%202,982$17.68MQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Sell-403-2.8%13,969$1.22MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+225225$19.59KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+1+0.0%3,982$346.80KQ2 2026Aug 12, 2026
Stratos Wealth Advisors, LlcBuy+7,5287,528$655.55KQ2 2026Aug 11, 2026
Lpl Financial LlcSell-3,313-15.6%17,909$1.56MQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Buy+22$134.00Q2 2026Aug 07, 2026
Janney Montgomery Scott LlcBuy+5,6515,651$492.00KQ2 2026Aug 05, 2026
Spartan Wealth Advisory Services LlcSell-36-1.3%2,770$241.22KQ2 2026Aug 05, 2026
Envestnet Asset Management IncBuy+15,988+10.3%171,614$14.94MQ2 2026Aug 03, 2026
Oakmont Advisory Group, LlcBuy+289289$25.19KQ2 2026Aug 03, 2026
Assetmark, IncSell-30-15.0%170$14.80KQ2 2026Jul 30, 2026
Riverfront Investment Group, LlcSell-9,168-7.5%112,606$9.81MQ2 2026Jul 29, 2026
Truist Financial CorpBuy+2,833+3.3%88,344$7.69MQ2 2026Jul 28, 2026
Walkner Condon Financial Advisors LlcBuy+5+0.1%6,182$538.34KQ2 2026Jul 27, 2026
International Assets Investment Management, LlcBuy+9999$8.52KQ2 2026Jul 22, 2026
Evolution Wealth Management Inc.Buy+75+15.9%546$47.55KQ2 2026Jul 21, 2026
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Frequently asked questions about RFDI activity

  • Which institutional owners are buying RFDI?

    Institutional owners buying RFDI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in RFDI activity?

    "Buy" means an investor increased their reported position in RFDI compared to the prior reporting period. This reflects growing exposure to FIRST TRST DYN DEVEL INT ETF (RFDI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RFDI increasing?

    Institutional interest in RFDI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.