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RFDI Institutional Ownership

First Trust RiverFront Dynamic Developed International ETF
1W: -1.2% 1M: -0.7% 3M: +5.4% YTD: +12.7% 1Y: +21.8% 3Y: +77.5% 5Y: +45.6%
$91.75
Last traded 2026-09-11 — delisted
ETF NASDAQ · AUM $159.1M

Top Institutional Holders (49 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 361,121 33M +9,551 +2.7% 37Q SEC ↗
2 Per Stirling Capital Management, LLC. 184,196 17M -17,747 -8.8% 14Q SEC ↗
3 Cetera Investment Advisers 168,550 15M +29,804 +21.5% 9Q SEC ↗
4 ENVESTNET ASSET MANAGEMENT INC 155,626 14M +7,940 +5.4% 29Q SEC ↗
5 Prospera Financial Services Inc 141,647 13M -1,326 -0.9% 22Q SEC ↗
6 RiverFront Investment Group, LLC 121,774 11M -1,677 -1.4% 39Q SEC ↗
7 TRUIST FINANCIAL CORP 85,511 8M -2,773 -3.1% 26Q SEC ↗
8 ROYAL BANK OF CANADA 44,973 4M +2,979 +7.1% 40Q SEC ↗
9 UBS Group AG 30,413 3M +2,897 +10.5% 37Q SEC ↗
10 JANE STREET GROUP, LLC 24,785 2M +2,421 +10.8% 4Q SEC ↗
11 LPL Financial LLC 21,222 2M +1,042 +5.2% 40Q SEC ↗
12 Cerity Partners LLC 21,140 2M +1,247 +6.3% 4Q SEC ↗
13 Claris Financial LLC 16,924 2M +62 +0.4% 3Q SEC ↗
14 Baird Financial Group, Inc. 14,372 1M — +0.0% 38Q SEC ↗
15 RAYMOND JAMES FINANCIAL INC 13,230 1M +1,880 +16.6% 6Q SEC ↗
16 DAVENPORT & Co LLC 11,363 1M +1,220 +12.0% 14Q SEC ↗
17 Orion Porfolio Solutions, LLC 9,742 894K -1,776 -15.4% 5Q SEC ↗
18 GTS SECURITIES LLC NEW 8,650 794K — +0.0% 1Q SEC ↗
19 Walkner Condon Financial Advisors LLC 6,177 567K +77 +1.3% 17Q SEC ↗
20 CENTRAL TRUST Co 5,969 548K -29 -0.5% 20Q SEC ↗
21 STIFEL FINANCIAL CORP 3,981 365K +538 +15.6% 5Q SEC ↗
22 Dana Investment Advisors, Inc. 3,798 348K — +0.0% 13Q SEC ↗
23 GAMMA Investing LLC 3,471 318K -1,262 -26.7% 8Q SEC ↗
24 MONEYWISE, INC. 3,458 317K — +0.0% 25Q SEC ↗
25 Strategic Equity Management 2,920 268K — +0.0% 5Q SEC ↗
26 Spartan Wealth Advisory Services LLC NEW 2,806 257K — +0.0% 1Q SEC ↗
27 FULTON BREAKEFIELD BROENNIMAN LLC 2,658 244K — +0.0% 3Q SEC ↗
28 FIRST TRUST ADVISORS LP 2,551 234K — +0.0% 2Q SEC ↗
29 Bison Wealth, LLC NEW 2,354 216K — +0.0% 1Q SEC ↗
30 OSAIC HOLDINGS, INC. 2,275 209K -1,936 -46.0% 25Q SEC ↗
31 WELLS FARGO & COMPANY/MN 1,283 118K -89 -6.5% 29Q SEC ↗
32 HARBOUR INVESTMENTS, INC. 946 87K — +0.0% 16Q SEC ↗
33 MAI Capital Management 791 73K — +0.0% 6Q SEC ↗
34 NBC SECURITIES, INC. 624 57K — +0.0% 11Q SEC ↗
35 EVOLUTION WEALTH MANAGEMENT INC. 471 43K +7 +1.5% 4Q SEC ↗
36 Western Wealth Management, LLC NEW 453 42K — +0.0% 1Q SEC ↗
37 BANK OF MONTREAL /CAN 422 39K -100 -19.2% 5Q SEC ↗
38 Elevated Capital Advisors, LLC 417 38K -961 -69.7% 2Q SEC ↗
39 Rockefeller Capital Management L.P. 310 28K — +0.0% 3Q SEC ↗
40 NewEdge Advisors, LLC 225 21K — +0.0% 14Q SEC ↗
41 ASSETMARK, INC 200 18K — +0.0% 5Q SEC ↗
42 AE Wealth Management LLC NEW 185 17K — +0.0% 1Q SEC ↗
43 Golden State Wealth Management, LLC 170 16K — +0.0% 6Q SEC ↗
44 Geneos Wealth Management Inc. 150 14K — +0.0% 4Q SEC ↗
45 Arax Advisory Partners NEW 121 11K — +0.0% 1Q SEC ↗
46 Advisory Services Network, LLC NEW 76 7K — +0.0% 1Q SEC ↗
47 HANTZ FINANCIAL SERVICES, INC. 65 6K — +0.0% 2Q SEC ↗
48 Janney Montgomery Scott LLC 0 0K -6,153 -100.0% 23Q SEC ↗
49 Qube Research & Technologies Ltd 0 0K -72 -100.0% 3Q SEC ↗

Recent Activity

Sold Out (2)
HolderPrev SharesPrev Value
Janney Montgomery Scott LLC 6,153 565K
Qube Research & Technologies Ltd 72 7K
Biggest Increases (14)
HolderAddedChange %Total Shares
Cetera Investment Advisers +29,804 +21.5% 168,550
MORGAN STANLEY +9,551 +2.7% 361,121
ENVESTNET ASSET MANAGEMENT INC +7,940 +5.4% 155,626
ROYAL BANK OF CANADA +2,979 +7.1% 44,973
UBS Group AG +2,897 +10.5% 30,413
JANE STREET GROUP, LLC +2,421 +10.8% 24,785
RAYMOND JAMES FINANCIAL INC +1,880 +16.6% 13,230
Cerity Partners LLC +1,247 +6.3% 21,140
DAVENPORT & Co LLC +1,220 +12.0% 11,363
LPL Financial LLC +1,042 +5.2% 21,222
STIFEL FINANCIAL CORP +538 +15.6% 3,981
Walkner Condon Financial Advisors L +77 +1.3% 6,177
Claris Financial LLC +62 +0.4% 16,924
EVOLUTION WEALTH MANAGEMENT INC. +7 +1.5% 471
Biggest Decreases (11)
HolderReducedChange %Total Shares
Per Stirling Capital Management, LL -17,747 -8.8% 184,196
TRUIST FINANCIAL CORP -2,773 -3.1% 85,511
OSAIC HOLDINGS, INC. -1,936 -46.0% 2,275
Orion Porfolio Solutions, LLC -1,776 -15.4% 9,742
RiverFront Investment Group, LLC -1,677 -1.4% 121,774
Prospera Financial Services Inc -1,326 -0.9% 141,647
GAMMA Investing LLC -1,262 -26.7% 3,471
Elevated Capital Advisors, LLC -961 -69.7% 417
BANK OF MONTREAL /CAN -100 -19.2% 422
WELLS FARGO & COMPANY/MN -89 -6.5% 1,283
CENTRAL TRUST Co -29 -0.5% 5,969

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms