Institutional Ownership First Trust ETF Iii Riverfront (RFDI)
This table provides information about the institutional ownership of First Trust ETF Iii Riverfront (RFDI). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 1.48 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
367,032
shares
|
$27.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
205,166
shares
|
$15.6 Million
1.95% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
147,934
shares
|
$11.2 Million
0.0% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
129,880
shares
|
$9.86 Million
0.19% of portfolio
|
Q2 2025
Added 27.7%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
124,939
shares
|
$9.49 Million
0.19% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
93,760
shares
|
$7.12 Million
0.01% of portfolio
|
Q2 2025
Added 18.48%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
93,715
shares
|
$7.12 Million
0.01% of portfolio
|
Q2 2025
Added 14.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
68,975
shares
|
$5.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
25,467
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
18,723
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
17,813
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
17,578
shares
|
$1.33 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
14,573
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
13,898
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2024
Reduced 28.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
12,162
shares
|
$923,582
0.0% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
11,533
shares
|
$875,816
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
11,533
shares
|
$875,816
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
10,190
shares
|
$773,828
0.0% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,049
shares
|
$763,121
0.24% of portfolio
|
Q3 2023
Reduced 48.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,157
shares
|
$695,382
0.0% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
8,378
shares
|
$636,225
0.0% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
6,053
shares
|
$459,664
0.08% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
6,002
shares
|
$455,791
0.01% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,782
shares
|
$439,085
0.01% of portfolio
|
Q2 2020
Reduced 0.23%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
4,733
shares
|
$359,424
0.02% of portfolio
|
Q2 2025
Reduced 5.55%
|