Latest close we have: $89.20 on Sep 24, 2026. Fund positions use it until a newer close arrives.
RFDI institutional ownership changes in Q2 2026: 13 institutions opened or added positions, 8 trimmed or exited. RFDI (FIRST TR EXCH TRADED FD III) is held by 24 institutional investors as of Q2 2026. Top institutional shareholders: Morgan Stanley ($31.5M), Cetera Investment Advisers ($17.7M), Envestnet Asset Management Inc. ($14.9M). Institutions were buying, on balance.
Who's Trading
Source dates: Price Sep 24, 2026 · Insiders none · Activists none · Congress none
No recent insider, activist, or congressional trades for RFDI.
Top Holders
| Action | ||||||
|---|---|---|---|---|---|---|
Increased | 362,149(+0.3%) | $31.5M | 0.0% | +51.10% | 29 | |
Increased | 202,982(+20.4%) | $17.7M | 0.0% | +23.16% | 34 | |
Increased | 171,614(+10.3%) | $14.9M | 0.0% | +51.20% | 31 | |
Increased | 88,344(+3.3%) | $7.7M | 0.0% | +71.57% | 28 | |
Increased | 48,096(+6.9%) | $4.2M | 0.0% | +39.52% | 29 | |
Increased | 41,732(+37.2%) | $3.6M | 0.0% | +43.42% | 35 | |
Decreased | 22,875(-7.7%) | $2M | 0.0% | +25.29% | 0 | |
Increased | 21,741(+2.8%) | $1.9M | 0.0% | +24.48% | 27 | |
Decreased | 17,909(-15.6%) | $1.6M | 0.0% | +69.88% | 0 | |
Decreased | 13,969(-2.8%) | $1.2M | 0.0% | +104.71% | 0 | |
Decreased | 13,194(-0.3%) | $1.1M | 0.0% | +45.18% | 0 | |
Increased | 12,095(+6.4%) | $1.1M | 0.0% | +56.80% | 27 | |
Increased | 3,982(+0.0%) | $346,802 | 0.0% | +32.47% | 24 | |
New | 3,532 | $307,570 | 0.0% | +4.56% | 36 | |
Increased | 3,193(+40.4%) | $278,771 | 0.0% | +51.65% | 31 | |
Unchanged | 2,551 | $222,143 | 0.0% | +12.59% | 0 | |
Unchanged | 422 | $36,748 | 0.0% | +40.23% | 0 | |
Unchanged | 310 | $26,995 | 0.0% | +20.30% | 0 | |
Unchanged | 225 | $19,594 | 0.0% | +91.73% | 0 | |
Unchanged | 185 | $16,110 | 0.0% | +8.09% | 0 |
Showing 1-20 of 26
RFDIFIRST TR EXCH TRADED FD IIIContinue exploring
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EFAISHARES TRQuestions investors ask about RFDI
Who owns RFDI?
24 institutional investors held RFDI on June 30, 2026, led by Morgan Stanley ($31.5M), Cetera Investment Advisers ($17.7M) and Envestnet Asset Management Inc. ($14.9M).
How many hedge funds hold RFDI?
24 institutional investors reported RFDI in their 13F filings for the quarter ended June 30, 2026, $89.8M in all. 2 of them are rated Elite.
Are institutions buying or selling RFDI?
Buying, on balance. In Q2 2026, 13 institutions opened or added to positions in RFDI and 8 institutions trimmed or exited.
Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer