Question 1

Who owns RFDI?

Accepted Answer

FIRST TR EXCH TRADED FD III (RFDI) is held by 23 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Question 2

Are institutions buying or selling RFDI?

Accepted Answer

In Q1 2026, 12 institutions opened or increased positions in FIRST TR EXCH TRADED FD III while 6 reduced or exited — a net buying quarter.

Question 3

What is the Smart Money Verdict on RFDI?

Accepted Answer

HoldingsIntel scores FIRST TR EXCH TRADED FD III across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for RFDI. In Q1 2026, the institutional leg showed net inflows: 12 buying versus 6 selling.

Question 4

How many hedge funds hold RFDI?

Accepted Answer

23 institutional investors report holding FIRST TR EXCH TRADED FD III (RFDI) as of Q1 2026, based on SEC 13F filings.

Question 5

Is institutional money flowing into RFDI?

Accepted Answer

As of Q1 2026, tracked institutions in FIRST TR EXCH TRADED FD III show 12 buyers versus 6 sellers — net inflows.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	361,121(+2.7%)	$29.7M	0.0%	+53.20%	30
Cetera Investment Advisers	Increased	168,550(+21.5%)	$13.8M	0.0%	+29.42%	34
ENVESTNET ASSET MANAGEMENT INC	Increased	155,626(+5.4%)	$12.8M	0.0%	+60.45%	29
TRUIST FINANCIAL CORP	Decreased	85,511(-3.1%)	$7M	0.0%	+77.50%	0
ROYAL BANK OF CANADA	Increased	44,973(+7.1%)	$3.7M	0.0%	+44.28%	29
UBS Group AG	Increased	30,413(+10.5%)	$2.5M	0.0%	+68.53%	29
JANE STREET GROUP, LLC	Increased	24,785(+10.8%)	$2M	0.0%	+26.87%	29
LPL Financial LLC	Increased	21,222(+5.2%)	$1.7M	0.0%	+72.02%	27
Cerity Partners LLC	Increased	21,140(+6.3%)	$1.7M	0.0%	+26.73%	27
Baird Financial Group, Inc.	Unchanged	14,372	$1.2M	0.0%	+107.63%	0
RAYMOND JAMES FINANCIAL INC	Increased	13,230(+16.6%)	$1.1M	0.0%	+47.00%	29
DAVENPORT & Co LLC	Increased	11,363(+12.0%)	$933,019	0.0%	+64.05%	28
OPOrion Porfolio Solutions, LLC	Decreased	9,742(-15.4%)	$799,918	0.0%	+34.51%	0
STIFEL FINANCIAL CORP	Increased	3,981(+15.6%)	$326,848	0.0%	+34.14%	27
FIRST TRUST ADVISORS LP	Unchanged	2,551	$209,463	0.0%	+14.01%	0
OSAIC HOLDINGS, INC.	Decreased	2,275(-46.0%)	$187,516	0.0%	+87.66%	0
WELLS FARGO & COMPANY/MN	Decreased	1,283(-6.5%)	$105,376	0.0%	+14.02%	0
MAI Capital Management	Unchanged	791	$64,950	0.0%	+56.16%	0
BANK OF MONTREAL /CAN/	Decreased	422(-19.2%)	$34,651	0.0%	+42.00%	0
Rockefeller Capital Management L.P.	Unchanged	310	$25,454	0.0%	+21.81%	0

FIRST TR EXCH TRADED FD III

Smart Money Verdict

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FIRST TR EXCH TRADED FD III

Smart Money Verdict

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Other Unknown stocks held by institutions