FIRST TRST DYN DEVEL INT ETF RFDI
$87.60
+1.4% 52w: $68.18 – $87.69
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data68.1877.9387.69
Jun 20, 2025 Jul 2, 2026
Institutional holders
46
+4 QoQ
13F value
$121.9M
+4.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns RFDI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 361.1K | $29.7M | 0.0% | +2.7% |
| Per Stirling Capital Management, LLC. | Wealth advisor | 184.2K | $15.1M | 1.7% | -8.8% |
| Cetera Investment Advisers | Wealth advisor | 168.6K | $13.8M | 0.0% | +21.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 155.6K | $12.8M | 0.0% | +5.4% |
| Prospera Financial Services Inc | Diversified mechanical | 141.6K | $11.6M | 0.2% | -0.9% |
| RiverFront Investment Group, LLC | Wealth advisor | 121.8K | $10.0M | 0.2% | -1.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 85.5K | $7.0M | 0.0% | -3.1% |
| ROYAL BANK OF CANADA | Bank broker | 45.0K | $3.7M | 0.0% | +7.1% |
| UBS Group AG | Bank broker | 30.4K | $2.5M | 0.0% | +10.5% |
| JANE STREET GROUP, LLC | Market maker | 24.8K | $2.0M | 0.0% | +10.8% |
| LPL Financial LLC | Bank broker | 21.2K | $1.7M | 0.0% | +5.2% |
| Cerity Partners LLC | Diversified mechanical | 21.1K | $1.7M | 0.0% | +6.3% |
| Claris Financial LLC | Wealth advisor | 16.9K | $1.4M | 0.8% | +0.4% |
| Baird Financial Group, Inc. | Diversified mechanical | 14.4K | $1.2M | 0.0% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 13.2K | $1.1M | 0.0% | +16.6% |
| DAVENPORT & Co LLC | Diversified mechanical | 11.4K | $933K | 0.0% | +12.0% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 9.7K | $800K | 0.0% | -15.4% |
| GTS SECURITIES LLC | Market maker | 8.7K | $710K | 0.0% | New |
| Walkner Condon Financial Advisors LLC | Wealth advisor | 6.2K | $507K | 0.1% | +1.3% |
| CENTRAL TRUST Co | Diversified mechanical | 6.0K | $490K | 0.0% | -0.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 4.0K | $327K | 0.0% | +15.6% |
| Dana Investment Advisors, Inc. | Other | 3.8K | $312K | 0.0% | Held |
| GAMMA Investing LLC | Diversified mechanical | 3.5K | $285K | 0.0% | -26.7% |
| MONEYWISE, INC. | Wealth advisor | 3.5K | $284K | 0.1% | Held |
| Strategic Equity Management | Wealth advisor | 2.9K | $240K | 0.1% | Held |
| Spartan Wealth Advisory Services LLC | Other | 2.8K | $230K | 0.0% | — |
| FULTON BREAKEFIELD BROENNIMAN LLC | Other | 2.7K | $218K | 0.0% | Held |
| FIRST TRUST ADVISORS LP | Index provider | 2.6K | $209K | 0.0% | Held |
| Bison Wealth, LLC | Wealth advisor | 2.4K | $204K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.3K | $188K | 0.0% | -46.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.3K | $105K | 0.0% | -6.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 946 | $78K | 0.0% | Held |
| MAI Capital Management | Wealth advisor | 791 | $65K | 0.0% | Held |
| NBC SECURITIES, INC. | Diversified mechanical | 624 | $51K | 0.0% | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | Wealth advisor | 471 | $39K | 0.0% | +1.5% |
| BANK OF MONTREAL /CAN/ | Bank broker | 422 | $35K | 0.0% | -19.2% |
| Elevated Capital Advisors, LLC | Wealth advisor | 417 | $34K | 0.0% | -69.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 310 | $25K | 0.0% | Held |
| NewEdge Advisors, LLC | Diversified mechanical | 225 | $18K | 0.0% | Held |
| ASSETMARK, INC | Wealth advisor | 200 | $16K | 0.0% | Held |
| AE Wealth Management LLC | Wealth advisor | 185 | $15K | 0.0% | New |
| Golden State Wealth Management, LLC | Wealth advisor | 170 | $14K | 0.0% | Held |
| Geneos Wealth Management Inc. | Wealth advisor | 150 | $12K | 0.0% | Held |
| Arax Advisory Partners | Wealth advisor | 121 | $10K | 0.0% | New |
| Advisory Services Network, LLC | Diversified mechanical | 76 | $6K | 0.0% | New |
| HANTZ FINANCIAL SERVICES, INC. | Wealth advisor | 65 | $5K | 0.0% | Held |
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