Who Owns FIRST TR (RFDI)? -- Institutional Holders (2026-06-30)

56 institutions reported holding $132.3M of FIRST TR (RFDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($31.5M), Cetera Investment Advisers ($17.7M), Per Stirling Capital Management, LLC. ($16.2M), ENVESTNET ASSET MANAGEMENT INC ($14.9M), Prospera Financial Services Inc ($11.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$31.5M362,149Added
2Cetera Investment Advisers$17.7M202,982Added
3Per Stirling Capital Management, LLC.$16.2M186,554Added
4ENVESTNET ASSET MANAGEMENT INC$14.9M171,614Added
5Prospera Financial Services Inc$11.3M129,472Trimmed
6RiverFront Investment Group, LLC$9.8M112,606Trimmed
7TRUIST FINANCIAL CORP$7.7M88,344Added
8Royal Bank of Canada$4.2M48,096Added
9UBS Group AG$3.6M41,732Added
10JANE STREET GROUP, LLC$2.0M22,875Trimmed
11Cerity Partners LLC$1.9M21,741Added
12LPL Financial LLC$1.6M17,909Trimmed
13Baird Financial Group, Inc.$1.2M13,969Trimmed
14RAYMOND JAMES FINANCIAL INC$1.1M13,194Trimmed
15DAVENPORT & Co LLC$1.1M12,095Added
16Stratos Wealth Advisors, LLC$655,5477,528New
17Walkner Condon Financial Advisors LLC$538,3356,182Added
18CENTRAL TRUST Co$519,7885,969Hold
19Janney Montgomery Scott LLC$492,0005,651New
20EWA, LLC$488,6995,612New
21STIFEL FINANCIAL CORP$346,8023,982Added
22Dana Investment Advisors, Inc.$330,7343,798Hold
23CITADEL ADVISORS LLC$307,5703,532New
24GAMMA Investing LLC$302,2593,471Hold
25MONEYWISE, INC.$301,1293,458Hold

Source: SEC Form 13F filings · as of 2026-06-30