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RFDIRFDI
4 quarters

Position history for Cerity Partners LLCCerity Partners LLC's holdings in FIRST TR EXCH TRADED FD III

Cerity Partners LLC holds 21,140 shares of RFDI (FIRST TR EXCH TRADED FD III), worth $1.7M as of 2026-Q1. The position was increased (+6.3% shares). RFDI represents 0.0% of Cerity Partners LLC's portfolio.

Current Value

$1.7M

Current Shares

21,140

Total Value Change

+$436,859

Total Shares Change

+3,327

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
21,140
+6.3%
$1.7M0.0%$84.24
27
2025-Q4
Increased
19,893
+3.3%
$1.6M0.0%$80.87
26
2025-Q3
Increased
19,255
+8.1%
$1.5M0.0%$75.69
28
2025-Q2
New
17,813
-
$1.3M0.0%$71.42
35

Other major holders of RFDI: MORGAN STANLEY

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