FIRST TRST DYN DEVEL INT ETF (RFDI) Institutional Shareholders
FIRST TRST DYN DEVEL INT ETF (RFDI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $133.48M in RFDI holdings during the latest filing period.
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
51
Total Reported Value
$133.48M
Largest Holder
Morgan Stanley
Largest Position
$31.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
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% | |
| Truist Financial Corp | 0.01% | 88,344 | $7,693,132 | $8,105,668 | +$412,536 | +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% | |
| 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% | |
| Davenport & Co Llc | 0.01% | 12,095 | $1,053,246 | $1,109,731 | +$56,485 | +5.36% | |
| Stratos Wealth Advisors, Llc | 0.04% | 7,528 | $655,547 | $690,703 | +$35,156 | +5.36% | |
| Walkner Condon Financial Advisors Llc | 0.06% | 6,182 | $538,335 | $567,206 | +$28,871 | +5.36% | |
| Central Trust Co | 0.01% | 5,969 | $519,788 | $547,663 | +$27,875 | +5.36% | |
| 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% | |
| 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% | |
| Gamma Investing Llc | 0.01% | 3,471 | $302,259 | $318,468 | +$16,209 | +5.36% | |
| Moneywise, Inc. | 0.11% | 3,458 | $301,129 | $317,276 | +$16,147 | +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 | $231,462 | $243,875 | +$12,413 | +5.36% | |
| First Trust Advisors Lp | 0.00% | 2,551 | $222,143 | $234,057 | +$11,914 | +5.36% | |
| Bison Wealth, Llc | 0.02% | 2,354 | $207,979 | $215,982 | +$8,003 | +3.85% | |
| 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 | $54,367 | $57,253 | +$2,886 | +5.31% | |
| Evolution Wealth Management Inc. | 0.03% | 546 | $47,546 | $50,096 | +$2,550 | +5.36% | |
| 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% | |
| Assetmark, Inc | 0.00% | 170 | $14,804 | $15,598 | +$794 | +5.36% | |
| Golden State Wealth Management, Llc | 0.00% | 170 | $14,804 | $15,598 | +$794 | +5.36% | |
| 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% | |
| Arax Advisory Partners | 0.00% | 121 | $10,537 | $11,102 | +$565 | +5.36% | |
| International Assets Investment Management, Llc | 0.00% | 99 | $8,515 | $9,083 | +$568 | +6.67% | |
| Hantz Financial Services, Inc. | 0.00% | 65 | $6,000 | $5,964 | -$36 | -0.60% | |
| Downshift Financial, Llc | 0.00% | 60 | $5,225 | $5,505 | +$280 | +5.36% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2 | $134 | $184 | +$50 | +36.94% |
Frequently asked questions about RFDI
Who owns the most RFDI stock?
The largest holders of RFDI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRST DYN DEVEL INT ETF (RFDI).
Is RFDI widely held by superinvestors?
Many widely followed stocks like RFDI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RFDI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.