13F Insight
DOSSIER · 13F Holders · Q1 2026
RFDI

FIRST TR EXCH TRADED FD III

51 institutions still hold FIRST TR EXCH TRADED FD III as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33739P608·51 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$121M
visible holders
Holders
51
filers reporting
Concentration
24.43%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

51 institutions reported RFDI in Q1 2026. MORGAN STANLEY leads at 24.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$30M361K0.00%Q1 202602
Per Stirling Capital Management, LLC.
CIK 0001689933
$15M184K1.67%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M172K0.00%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$14M169K0.01%Q1 202605
Prospera Financial Services Inc
CIK 0001541625
$11M129K0.16%Q2 202606
RiverFront Investment Group, LLC
CIK 0001469751
$10M113K0.13%Q2 202607
TRUIST FINANCIAL CORP
CIK 0000092230
$8M88K0.01%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$4M45K0.00%Q1 202609
UBS Group AG
CIK 0001610520
$2M30K0.00%Q1 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M25K0.00%Q1 202611
Cerity Partners LLC
CIK 0001566475
$2M21K0.00%Q1 202612
LPL Financial LLC
CIK 0001403438
$2M18K0.00%Q2 202613
Claris Financial LLC
CIK 0002060278
$1M17K0.76%Q1 202614
Baird Financial Group, Inc.
CIK 0001648711
$1M14K0.00%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M13K0.00%Q1 202616
DAVENPORT & Co LLC
CIK 0000887777
$1M12K0.01%Q2 202617
Orion Porfolio Solutions, LLC
CIK 0001360533
$800K10K0.01%Q1 202618
Orion Portfolio Solutions, LLC
CIK 0001802647
$767K12K0.00%Q1 202519
GTS SECURITIES LLC
CIK 0001452765· Market maker
$710K9K0.03%Q1 202620
Walkner Condon Financial Advisors LLC
CIK 0001817494
$538K6K0.06%Q2 2026
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