FIRST TR EXCH TRADED FD III (RFDI) is held by 24 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q2 2026.

Are institutions buying or selling RFDI?

In Q2 2026, 13 institutions opened or increased positions in FIRST TR EXCH TRADED FD III while 8 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on RFDI?

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 Q2 2026, the institutional leg showed net inflows: 13 buying versus 8 selling.

How many hedge funds hold RFDI?

24 institutional investors report holding FIRST TR EXCH TRADED FD III (RFDI) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into RFDI?

As of Q2 2026, tracked institutions in FIRST TR EXCH TRADED FD III show 13 buyers versus 8 sellers — net inflows.

FIRST TR EXCH TRADED FD III

RFDI·33739P608·US·ETF·Unknown - Unknown

Holders

(4 Elite)

$89.8M

Total Value

62% (21)

Consensus

13 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 24 funds

4 elite

Who's Trading

Source dates: Price Sep 21, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for RFDI.

Checking access…

	Action
MORGAN STANLEY	Increased	362,149(+0.3%)	$31.5M	0.0%	+51.10%	29
Cetera Investment Advisers	Increased	202,982(+20.4%)	$17.7M	0.0%	+23.16%	34
ENVESTNET ASSET MANAGEMENT INC	Increased	171,614(+10.3%)	$14.9M	0.0%	+51.20%	31
TRUIST FINANCIAL CORP	Increased	88,344(+3.3%)	$7.7M	0.0%	+71.57%	28
ROYAL BANK OF CANADA	Increased	48,096(+6.9%)	$4.2M	0.0%	+39.52%	29
UBS Group AG	Increased	41,732(+37.2%)	$3.6M	0.0%	+43.42%	35
JANE STREET GROUP, LLC	Decreased	22,875(-7.7%)	$2M	0.0%	+25.29%	0
Cerity Partners LLC	Increased	21,741(+2.8%)	$1.9M	0.0%	+24.48%	27
LPL Financial LLC	Decreased	17,909(-15.6%)	$1.6M	0.0%	+69.88%	0
Baird Financial Group, Inc.	Decreased	13,969(-2.8%)	$1.2M	0.0%	+104.71%	0
RAYMOND JAMES FINANCIAL INC	Decreased	13,194(-0.3%)	$1.1M	0.0%	+45.18%	0
DAVENPORT & Co LLC	Increased	12,095(+6.4%)	$1.1M	0.0%	+56.80%	27
STIFEL FINANCIAL CORP	Increased	3,982(+0.0%)	$346,802	0.0%	+32.47%	24
CITADEL ADVISORS LLC	New	3,532	$307,570	0.0%	+4.56%	36
OSAIC HOLDINGS, INC.	Increased	3,193(+40.4%)	$278,771	0.0%	+51.65%	31
FIRST TRUST ADVISORS LP	Unchanged	2,551	$222,143	0.0%	+12.59%	0
BANK OF MONTREAL /CAN/	Unchanged	422	$36,748	0.0%	+40.23%	0
Rockefeller Capital Management L.P.	Unchanged	310	$26,995	0.0%	+20.30%	0
NewEdge Advisors, LLC	Unchanged	225	$19,594	0.0%	+91.73%	0
AE Wealth Management LLC	Unchanged	185	$16,110	0.0%	+8.09%	0

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RFDIFIRST TR EXCH TRADED FD III

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

FIRST TR EXCH TRADED FD III

Smart Money Verdict

Who's Trading

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