RFDI Institutional Ownership & Shareholders
FIRST TRST DYN DEVEL INT ETF (RFDI) is currently held by 49 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $127.23M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of RFDI tracked by InsiderSet, reporting ownership valued at approximately $31.54M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $33.23M, representing an estimated gain of +5.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed RFDI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Cetera Investment Advisers, Per Stirling Capital Management, Llc., and several other long-term asset managers with concentrated positions in FIRST TRST DYN DEVEL INT ETF (RFDI).
This page ranks the largest institutional RFDI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
49
Total Reported Value
$127.23M
Largest Holder
Morgan Stanley
Largest Position
$31.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 362,149 | $31,536,421 | $33,227,605 | +$1,691,184 | +5.36% | |
| Cetera Investment Advisers | 0.02% | 202,982 | $17,675,954 | $18,623,842 | +$947,888 | +5.36% | |
| Per Stirling Capital Management, Llc. | 1.55% | 186,554 | $16,245,354 | $17,116,553 | +$871,199 | +5.36% | |
| Envestnet Asset Management Inc | 0.00% | 171,614 | $14,944,301 | $15,745,790 | +$801,489 | +5.36% | |
| Prospera Financial Services Inc | 0.16% | 129,472 | $11,274,905 | $11,879,211 | +$604,306 | +5.36% | |
| Riverfront Investment Group, Llc | 0.13% | 112,606 | $9,805,854 | $10,331,736 | +$525,882 | +5.36% | |
| Royal Bank Of Canada | 0.00% | 48,096 | $4,188,000 | $4,412,866 | +$224,866 | +5.37% | |
| Ubs Group Ag | 0.00% | 41,732 | $3,634,064 | $3,828,961 | +$194,897 | +5.36% | |
| Truist Financial Corp | 0.00% | 23,836 | $2,118,728 | $2,186,982 | +$68,254 | +3.22% | |
| Jane Street Group, Llc | 0.00% | 22,875 | $1,991,980 | $2,098,809 | +$106,829 | +5.36% | |
| Cerity Partners Llc | 0.00% | 21,741 | $1,893,227 | $1,994,763 | +$101,536 | +5.36% | |
| Lpl Financial Llc | 0.00% | 17,909 | $1,559,568 | $1,643,172 | +$83,604 | +5.36% | |
| Claris Financial Llc | 0.76% | 16,924 | $1,389,630 | $1,552,797 | +$163,167 | +11.74% | |
| Baird Financial Group, Inc. | 0.00% | 13,969 | $1,216,436 | $1,281,673 | +$65,237 | +5.36% | |
| Raymond James Financial Inc | 0.00% | 13,194 | $1,148,944 | $1,210,565 | +$61,621 | +5.36% | |
| Gamma Investing Llc | 0.02% | 8,197 | $728,628 | $752,085 | +$23,457 | +3.22% | |
| Stratos Wealth Advisors, Llc | 0.04% | 7,528 | $655,547 | $690,703 | +$35,156 | +5.36% | |
| Central Trust Co | 0.01% | 5,969 | $519,788 | $547,663 | +$27,875 | +5.36% | |
| Davenport & Co Llc | 0.00% | 5,663 | $503,382 | $519,587 | +$16,205 | +3.22% | |
| Janney Montgomery Scott Llc | 0.00% | 5,651 | $492,000 | $518,486 | +$26,486 | +5.38% | |
| Ewa, Llc | 0.09% | 5,612 | $488,699 | $514,908 | +$26,209 | +5.36% | |
| Walkner Condon Financial Advisors Llc | 0.04% | 4,557 | $405,069 | $418,110 | +$13,041 | +3.22% | |
| Stifel Financial Corp | 0.00% | 3,982 | $346,802 | $365,353 | +$18,551 | +5.35% | |
| Dana Investment Advisors, Inc. | 0.01% | 3,798 | $330,734 | $348,471 | +$17,737 | +5.36% | |
| Citadel Advisors Llc | 0.00% | 3,532 | $307,570 | $324,065 | +$16,495 | +5.36% | |
| Osaic Holdings, Inc. | 0.00% | 3,193 | $278,771 | $292,962 | +$14,191 | +5.09% | |
| Strategic Equity Management | 0.09% | 2,920 | $254,277 | $267,914 | +$13,637 | +5.36% | |
| Spartan Wealth Advisory Services Llc | 0.02% | 2,770 | $241,215 | $254,151 | +$12,936 | +5.36% | |
| Fulton Breakefield Broenniman Llc | 0.01% | 2,658 | $236,269 | $243,875 | +$7,606 | +3.22% | |
| First Trust Advisors Lp | 0.00% | 2,551 | $222,143 | $234,057 | +$11,914 | +5.36% | |
| Blue Trust, Inc. | 0.00% | 1,498 | $133,160 | $137,443 | +$4,283 | +3.22% | |
| Action Point Financial Planning, Llc | 0.01% | 1,088 | $94,482 | $99,825 | +$5,343 | +5.66% | |
| Harbour Investments, Inc. | 0.00% | 946 | $82,398 | $86,797 | +$4,399 | +5.34% | |
| Nbc Securities, Inc. | 0.00% | 624 | $55,496 | $57,253 | +$1,757 | +3.17% | |
| Bank Of Montreal | 0.00% | 422 | $36,748 | $38,719 | +$1,971 | +5.36% | |
| Elevated Capital Advisors, Llc | 0.01% | 417 | $36,313 | $38,260 | +$1,947 | +5.36% | |
| Rockefeller Capital Management L.P. | 0.00% | 310 | $26,995 | $28,443 | +$1,448 | +5.36% | |
| Oakmont Advisory Group, Llc | 0.02% | 289 | $25,187 | $26,516 | +$1,329 | +5.28% | |
| Newedge Advisors, Llc | 0.00% | 225 | $19,594 | $20,644 | +$1,050 | +5.36% | |
| Evolution Wealth Management Inc. | 0.01% | 219 | $19,467 | $20,094 | +$627 | +3.22% | |
| Assetmark, Inc | 0.00% | 170 | $15,111 | $15,598 | +$487 | +3.22% | |
| Geneos Wealth Management Inc. | 0.00% | 150 | $13,062 | $13,763 | +$701 | +5.36% | |
| Jones Financial Companies Lllp | 0.00% | 130 | $11,233 | $11,928 | +$695 | +6.18% | |
| Next Level Wealth Planning, Llc | 0.00% | 125 | $11,111 | $11,469 | +$358 | +3.22% | |
| Arax Advisory Partners | 0.00% | 121 | $10,537 | $11,102 | +$565 | +5.36% | |
| Hantz Financial Services, Inc. | 0.00% | 65 | $6,000 | $5,964 | -$36 | -0.60% | |
| Downshift Financial, Llc | 0.00% | 60 | $5,333 | $5,505 | +$172 | +3.23% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2 | $134 | $184 | +$50 | +36.94% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $54 | $92 | +$38 | +69.91% |
Frequently asked questions about RFDI
Who are the largest institutional holders of RFDI?
The largest institutional holders of RFDI reported in the latest SEC Form 13F filings include Morgan Stanley, Cetera Investment Advisers, Per Stirling Capital Management, Llc., Envestnet Asset Management Inc, and Prospera Financial Services Inc. InsiderSet ranks institutional holders by their latest reported RFDI position.
What is RFDI institutional ownership?
This page tracks RFDI positions reported by institutional investment managers through SEC Form 13F. FIRST TRST DYN DEVEL INT ETF (RFDI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RFDI?
InsiderSet currently tracks 49 institutional managers reporting RFDI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RFDI shareholders.
How much RFDI stock do institutions own?
Institutional investment managers disclosed approximately $127.23M in RFDI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RFDI institutional ownership last updated?
The latest RFDI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RFDI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RFDI position after the reporting date.
Are institutions buying or selling RFDI?
Institutional buying and selling can be analyzed by comparing RFDI positions across consecutive 13F reporting periods. InsiderSet's RFDI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RFDI ownership changes.
How has RFDI institutional ownership changed over time?
InsiderSet tracks RFDI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.