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First Trst DYN Devel INT ETF (RFDI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Prospera Financial Services Inc
DECREASED
Shares62,386 from 129,472
Change-67,086 (-52%)
Value$5.5M (-$5.8M)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares23,836 from 88,344
Change-64,508 (-73%)
Value$2.1M (-$5.6M)
Filed 2026-10-30
Gamma Investing LLC
INCREASED
Shares8,197 from 3,471
Change+4,726 (+136%)
Value$728.6K (+$426.4K)
Filed 2026-10-08
Central Trust Co
DECREASED
Shares5,840 from 5,969
Change-129 (-2%)
Value$519.1K (-$672)
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares5,663 from 12,095
Change-6,432 (-53%)
Value$503.4K (-$549.9K)
Filed 2026-10-14
Walkner Condon Financial Advisors LLC
DECREASED
Shares4,557 from 6,182
Change-1,625 (-26%)
Value$405.1K (-$133.3K)
Filed 2026-11-02
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares2,658 from 2,658
Change0 (0%)
Value$236.3K (+$4.8K)
Filed 2026-11-03
Compass Financial Management LLC
UNCHANGED
Shares2,261 from 2,261
Change0 (0%)
Value$200.9K (+$4.0K)
Filed 2026-10-30
Blue Trust, Inc.
NEW
Shares1,498
Change+1,498
Value$133.2K
Filed 2026-10-15
Lanark Financial, Inc.
UNCHANGED
Shares624 from 624
Change0 (0%)
Value$55.5K (+$1.1K)
Filed 2026-10-26
Elevated Capital Advisors, LLC
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$37.1K (+$754)
Filed 2026-11-04
Evolution Wealth Management Inc.
DECREASED
Shares219 from 546
Change-327 (-60%)
Value$19.5K (-$28.1K)
Filed 2026-10-28
Assetmark, Inc
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$15.1K (+$307)
Filed 2026-10-21
Next Level Wealth Planning, LLC
NEW
Shares125
Change+125
Value$11.1K
Filed 2026-10-29
Downshift Financial, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$5.3K (+$108)
Filed 2026-10-13
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 3,798
Change-3,798 (-100%)
Value$0 (-$330.7K)
Filed 2026-11-06
Moneywise, Inc.
CLOSED
Shares0 from 3,458
Change-3,458 (-100%)
Value$0 (-$301.1K)
Filed 2026-10-30
Strategic Equity Management
CLOSED
Shares0 from 2,920
Change-2,920 (-100%)
Value$0 (-$254.3K)
Filed 2026-11-04
Bison Wealth, LLC
CLOSED
Shares0 from 2,354
Change-2,354 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-13
Golden State Wealth Management, LLC
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$14.8K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 99
Change-99 (-100%)
Value$0 (-$8.5K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$134)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 362,149
Change-362,149 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 202,982
Change-202,982 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 186,554
Change-186,554 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 171,614
Change-171,614 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 112,606
Change-112,606 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 48,096
Change-48,096 (-100%)
Value—
UBS Group AG
N/A
Shares— from 41,732
Change-41,732 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 22,875
Change-22,875 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 21,741
Change-21,741 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 17,909
Change-17,909 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 13,969
Change-13,969 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 13,194
Change-13,194 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 7,528
Change-7,528 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,651
Change-5,651 (-100%)
Value—
EWA, LLC
N/A
Shares— from 5,612
Change-5,612 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,532
Change-3,532 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,193
Change-3,193 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 946
Change-946 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 422
Change-422 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 414
Change-414 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 310
Change-310 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 130
Change-130 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 121
Change-121 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Prospera Financial Services Inc
DECREASED62,386129,472-67,086-52%$11.3M$5.5M-$5.8M2026-11-04
Truist Financial Corp
DECREASED23,83688,344-64,508-73%$7.7M$2.1M-$5.6M2026-10-30
Gamma Investing LLC
INCREASED8,1973,471+4,726+136%$302.3K$728.6K+$426.4K2026-10-08
Central Trust Co
DECREASED5,8405,969-129-2%$519.8K$519.1K-$6722026-11-05
Davenport & Co LLC
DECREASED5,66312,095-6,432-53%$1.1M$503.4K-$549.9K2026-10-14
Walkner Condon Financial Advisors LLC
DECREASED4,5576,182-1,625-26%$538.3K$405.1K-$133.3K2026-11-02
Fulton Breakefield Broenniman LLC
UNCHANGED2,6582,65800%$231.5K$236.3K+$4.8K2026-11-03
Compass Financial Management LLC
UNCHANGED2,2612,26100%$196.9K$200.9K+$4.0K2026-10-30
Blue Trust, Inc.
NEW1,498—+1,498——$133.2K—2026-10-15
Lanark Financial, Inc.
UNCHANGED62462400%$54.4K$55.5K+$1.1K2026-10-26
Elevated Capital Advisors, LLC
UNCHANGED41741700%$36.3K$37.1K+$7542026-11-04
Evolution Wealth Management Inc.
DECREASED219546-327-60%$47.5K$19.5K-$28.1K2026-10-28
Assetmark, Inc
UNCHANGED17017000%$14.8K$15.1K+$3072026-10-21
Next Level Wealth Planning, LLC
NEW125—+125——$11.1K—2026-10-29
Downshift Financial, LLC
UNCHANGED606000%$5.2K$5.3K+$1082026-10-13
Dana Investment Advisors, Inc.
CLOSED03,798-3,798-100%$330.7K$0-$330.7K2026-11-06
Moneywise, Inc.
CLOSED03,458-3,458-100%$301.1K$0-$301.1K2026-10-30
Strategic Equity Management
CLOSED02,920-2,920-100%$254.3K$0-$254.3K2026-11-04
Bison Wealth, LLC
CLOSED02,354-2,354-100%$208.0K$0-$208.0K2026-10-13
Golden State Wealth Management, LLC
CLOSED0170-170-100%$14.8K$0-$14.8K2026-11-02
International Assets Investment Management, LLC
CLOSED099-99-100%$8.5K$0-$8.5K2026-11-02
PNC Financial Services Group, Inc.
CLOSED02-2-100%$134$0-$1342026-11-06
Morgan Stanley
N/A—362,149-362,149-100%$31.5M———
Cetera Investment Advisers
N/A—202,982-202,982-100%$17.7M———
Per Stirling Capital Management, Llc.
N/A—186,554-186,554-100%$16.2M———
Envestnet Asset Management Inc
N/A—171,614-171,614-100%$14.9M———
RiverFront Investment Group, LLC
N/A—112,606-112,606-100%$9.8M———
Royal Bank of Canada
N/A—48,096-48,096-100%$4.2M———
UBS Group AG
N/A—41,732-41,732-100%$3.6M———
Jane Street Group, LLC
N/A—22,875-22,875-100%$2.0M———
Cerity Partners LLC
N/A—21,741-21,741-100%$1.9M———
LPL Financial LLC
N/A—17,909-17,909-100%$1.6M———
Baird Financial Group, Inc.
N/A—13,969-13,969-100%$1.2M———
Raymond James Financial Inc
N/A—13,194-13,194-100%$1.1M———
Stratos Wealth Advisors, LLC
N/A—7,528-7,528-100%$655.5K———
Janney Montgomery Scott LLC
N/A—5,651-5,651-100%$492.0K———
EWA, LLC
N/A—5,612-5,612-100%$488.7K———
Stifel Financial Corp
N/A—3,982-3,982-100%$346.8K———
Citadel Advisors LLC
N/A—3,532-3,532-100%$307.6K———
Osaic Holdings, Inc.
N/A—3,193-3,193-100%$278.8K———
Spartan Wealth Advisory Services LLC
N/A—2,770-2,770-100%$241.2K———
First Trust Advisors LP
N/A—2,551-2,551-100%$222.1K———
Fiduciary Financial Advisors
N/A—1,088-1,088-100%$94.5K———
Harbour Investments, Inc.
N/A—946-946-100%$82.4K———
Bank of Montreal
N/A—422-422-100%$36.7K———
BFC Planning, Inc.
N/A—414-414-100%$36.1K———
Rockefeller Capital Management L.P.
N/A—310-310-100%$27.0K———
Oakmont Advisory Group, LLC
N/A—289-289-100%$25.2K———
NewEdge Advisors, LLC
N/A—225-225-100%$19.6K———
AE Wealth Management LLC
N/A—185-185-100%$16.1K———
Geneos Wealth Management Inc.
N/A—150-150-100%$13.1K———
Jones Financial Companies Lllp
N/A—130-130-100%$11.2K———
Arax Advisory Partners
N/A—121-121-100%$10.5K———
Hantz Financial Services, Inc.
N/A—65-65-100%$6———
Wells Fargo & Company
N/A—1-1-100%$54———
Showing 55 of 55 institutions