FIRST TRST DYN DEVEL INT ETF (RFDI) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $121.89M 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 $29.65M in its March 31, 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 $31.82M, representing an estimated gain of +7.31% 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, Per Stirling Capital Management, Llc., Cetera Investment Advisers, 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
46
Total Reported Value
$121.89M
Largest Holder
Morgan Stanley
Largest Position
$29.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
49
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% | 361,121 | $29,651,823 | $31,819,491 | +$2,167,668 | +7.31% | |
| Per Stirling Capital Management, Llc. | 1.67% | 184,196 | $15,124,372 | $16,230,081 | +$1,105,709 | +7.31% | |
| Cetera Investment Advisers | 0.01% | 168,550 | $13,839,672 | $14,851,463 | +$1,011,791 | +7.31% | |
| Envestnet Asset Management Inc | 0.00% | 155,626 | $12,778,488 | $13,712,689 | +$934,201 | +7.31% | |
| Prospera Financial Services Inc | 0.19% | 141,647 | $11,630,974 | $12,480,956 | +$849,982 | +7.31% | |
| Riverfront Investment Group, Llc | 0.15% | 121,774 | $9,998,900 | $10,729,885 | +$730,985 | +7.31% | |
| Truist Financial Corp | 0.01% | 85,511 | $7,021,343 | $7,534,639 | +$513,296 | +7.31% | |
| Royal Bank Of Canada | 0.00% | 44,973 | $3,693,000 | $3,962,710 | +$269,710 | +7.30% | |
| Ubs Group Ag | 0.00% | 30,413 | $2,497,211 | $2,679,784 | +$182,573 | +7.31% | |
| Jane Street Group, Llc | 0.00% | 24,785 | $2,035,104 | $2,183,883 | +$148,779 | +7.31% | |
| Lpl Financial Llc | 0.00% | 21,222 | $1,742,585 | $1,869,936 | +$127,351 | +7.31% | |
| Cerity Partners Llc | 0.00% | 21,140 | $1,735,817 | $1,862,711 | +$126,894 | +7.31% | |
| Claris Financial Llc | 0.76% | 16,924 | $1,389,630 | $1,491,226 | +$101,596 | +7.31% | |
| Baird Financial Group, Inc. | 0.00% | 14,372 | $1,180,089 | $1,266,361 | +$86,272 | +7.31% | |
| Raymond James Financial Inc | 0.00% | 13,230 | $1,086,323 | $1,165,736 | +$79,413 | +7.31% | |
| Davenport & Co Llc | 0.01% | 11,363 | $933,019 | $1,001,229 | +$68,210 | +7.31% | |
| Orion Porfolio Solutions, Llc | 0.01% | 9,742 | $799,918 | $858,398 | +$58,480 | +7.31% | |
| Gts Securities Llc | 0.03% | 8,650 | $710,252 | $762,178 | +$51,926 | +7.31% | |
| Walkner Condon Financial Advisors Llc | 0.07% | 6,177 | $507,195 | $544,275 | +$37,080 | +7.31% | |
| Central Trust Co | 0.01% | 5,969 | $490,117 | $525,947 | +$35,830 | +7.31% | |
| Stifel Financial Corp | 0.00% | 3,981 | $326,848 | $350,778 | +$23,930 | +7.32% | |
| Dana Investment Advisors, Inc. | 0.01% | 3,798 | $311,855 | $334,654 | +$22,799 | +7.31% | |
| Gamma Investing Llc | 0.01% | 3,471 | $285,005 | $305,841 | +$20,836 | +7.31% | |
| Moneywise, Inc. | 0.12% | 3,458 | $283,940 | $304,695 | +$20,755 | +7.31% | |
| Strategic Equity Management | 0.09% | 2,920 | $239,762 | $257,290 | +$17,528 | +7.31% | |
| Spartan Wealth Advisory Services Llc | 0.02% | 2,806 | $230,402 | $247,245 | +$16,843 | +7.31% | |
| Fulton Breakefield Broenniman Llc | 0.01% | 2,658 | $218,249 | $234,205 | +$15,956 | +7.31% | |
| First Trust Advisors Lp | 0.00% | 2,551 | $209,463 | $224,777 | +$15,314 | +7.31% | |
| Bison Wealth, Llc | 0.02% | 2,354 | $204,434 | $207,418 | +$2,984 | +1.46% | |
| Osaic Holdings, Inc. | 0.00% | 2,275 | $187,516 | $200,457 | +$12,941 | +6.90% | |
| Wells Fargo & Company/Mn | 0.00% | 1,283 | $105,376 | $113,049 | +$7,673 | +7.28% | |
| Harbour Investments, Inc. | 0.00% | 946 | $77,682 | $83,355 | +$5,673 | +7.30% | |
| Mai Capital Management | 0.00% | 791 | $64,950 | $69,697 | +$4,747 | +7.31% | |
| Nbc Securities, Inc. | 0.00% | 624 | $51,263 | $54,983 | +$3,720 | +7.26% | |
| Evolution Wealth Management Inc. | 0.03% | 471 | $38,674 | $41,501 | +$2,827 | +7.31% | |
| Western Wealth Management, Llc | 0.00% | 453 | $37,196 | $39,915 | +$2,719 | +7.31% | |
| Bank Of Montreal | 0.00% | 422 | $34,651 | $37,184 | +$2,533 | +7.31% | |
| Elevated Capital Advisors, Llc | 0.01% | 417 | $34,240 | $36,743 | +$2,503 | +7.31% | |
| Rockefeller Capital Management L.P. | 0.00% | 310 | $25,454 | $27,315 | +$1,861 | +7.31% | |
| Assetmark, Inc | 0.00% | 200 | $16,422 | $17,623 | +$1,201 | +7.31% | |
| Ae Wealth Management Llc | 0.00% | 185 | $15,190 | $16,301 | +$1,111 | +7.31% | |
| Golden State Wealth Management, Llc | 0.00% | 170 | $13,959 | $14,979 | +$1,020 | +7.31% | |
| Geneos Wealth Management Inc. | 0.00% | 150 | $12,317 | $13,217 | +$900 | +7.31% | |
| Arax Advisory Partners | 0.00% | 121 | $9,936 | $10,662 | +$726 | +7.30% | |
| Advisory Services Network, Llc | 0.00% | 76 | $6,240 | $6,697 | +$457 | +7.32% | |
| Hantz Financial Services, Inc. | 0.00% | 65 | $5 | $5,727 | +$5,722 | +114447.03% |
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.