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RFDIRFDI
5 quarters

Position history for OPOrion Porfolio Solutions, LLC's holdings in FIRST TR EXCH TRADED FD III

Orion Porfolio Solutions, LLC holds 9,742 shares of RFDI (FIRST TR EXCH TRADED FD III), worth $799,918 as of 2026-Q1. The position was decreased (-15.4% shares). RFDI represents 0.0% of Orion Porfolio Solutions, LLC's portfolio.

Current Value

$799,918

Current Shares

9,742

Total Value Change

+$33,204

Total Shares Change

-1,791

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
9,742
-15.4%
$799,9180.0%$84.24
0
2025-Q4
Increased
11,518
+0.4%
$927,2690.0%$80.87
25
2025-Q3
Increased
11,470
+49.5%
$879,9020.0%$75.69
34
2025-Q2
Decreased
7,672
-33.5%
$559,4420.0%$71.42
0
2025-Q1
New
11,533
-
$766,7140.0%$64.93
34

Other major holders of RFDI: MORGAN STANLEY

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