Latest close we have: $98.64 on Sep 24, 2026. Fund positions use it until a newer close arrives.

RFEM

FIRST TR EXCH TRADED FD III

TickerRFEM
Sector · IndustryUnknownUnknown
13D/G
SecurityETF · US
CUSIP33739P707

RFEM institutional ownership changes in Q2 2026: 8 institutions opened or added positions, 11 trimmed or exited. RFEM (FIRST TR EXCH TRADED FD III) is held by 20 institutional investors as of Q2 2026. Top institutional shareholders: LPL Financial LLC ($11.2M), Envestnet Asset Management Inc. ($5.7M), Baird Financial Group, Inc. ($3.8M). Institutions were selling, on balance.

20
Holders
(2 Elite)
$29.3M
Total Value
42% (19)
Consensus
8 buying11 selling
Fund holdings as of
RFEM

Smart Money Verdict

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Held by 20 funds
2 elite

Who's Trading

Source dates: Price Sep 24, 2026 · Insiders none · Activists Aug 13, 2026 · Congress none

ActivistRWRobert W. Baird & Co. Inc4.8%
ActivistRWRobert W. Baird & Co. Inc6.9%
ActivistTRUIST FINANCIAL CORPTRUIST FINANCIAL CORP4.7%

Top Holders

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Action
Increased
119,247(+16.7%)$11.2M0.0%+25.90%
32
Decreased
60,193(-0.3%)$5.7M0.0%+59.44%
0
Decreased
40,840(-10.2%)$3.8M0.0%+93.35%
0
Increased
27,179(+2.9%)$2.6M0.0%+80.95%
27
Increased
17,925(+10.1%)$1.7M0.0%+38.24%
28
Decreased
12,539(-56.1%)$1.2M0.0%+37.51%
0
Decreased
12,517(-13.4%)$1.2M0.0%+21.46%
0
Decreased
6,153(-0.4%)$577,8670.0%+31.87%
0
Increased
5,344(+102.9%)$501,8970.0%+8.06%
27
Increased
3,498(+9.3%)$328,5600.0%+21.15%
26
Decreased
3,090(-20.9%)$290,2060.0%+14.30%
0
Decreased
2,690(-9.4%)$252,6320.0%+14.30%
0
Unchanged
75$7,0440.0%+54.02%
0
Unchanged
52$4,8840.0%+65.90%
0
Unchanged
48$4,5080.0%+86.63%
0
New
32$2,9110.0%+2.61%
20
New
16$1,5030.0%+2.61%
17
Unchanged
14$1,3010.0%+40.62%
0
New
0$430.0%+2.61%
17
Decreased
0(-100.0%)$150.0%+21.46%
0

Showing 1-20 of 23

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RFEMRFEMFIRST TR EXCH TRADED FD III

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Questions investors ask about RFEM

Who owns RFEM?

20 institutional investors held RFEM on June 30, 2026, led by LPL Financial LLC ($11.2M), Envestnet Asset Management Inc. ($5.7M) and Baird Financial Group, Inc. ($3.8M).

How many hedge funds hold RFEM?

20 institutional investors reported RFEM in their 13F filings for the quarter ended June 30, 2026, $29.3M in all. 2 of them are rated Elite.

Are institutions buying or selling RFEM?

Selling, on balance. In Q2 2026, 11 institutions trimmed or exited RFEM and 8 institutions opened or added to positions.

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

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