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Disclosery

TDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST TEC (fund)

84 managers (84 13F filers) reported a position in TDVI shares at 2026-06-30, 5,689,024 shares in all. 23 filers opened a position and 2 filers sold out during the quarter.

Managers
84
13F filers
84
New
23
Added
34
Reduced
22
Sold out
2
Shares held by filers
5,689,024

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Luken Investment Analytics, LLC797,531$25.3M8.85%-13,02613F-HRTimeline
LPL Financial LLC748,794$23.8M0.01%+287,91013F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV542,063$17.2M9.66%-17,45513F-HRTimeline
Cetera Investment Advisers444,365$14.1M0.01%+130,47713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA440,877$14M<0.01%+32,60013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC417,623$13.3M<0.01%+11,38913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.184,671$5.87M0.01%+27,08313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC140,181$4.45M0.08%-67,12813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP134,233$4.26M<0.01%-70,04313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC122,017$3.88M<0.01%-61,75913F-HRTimelineGroup
Triad Wealth Partners, LLC105,914$3.25M0.19%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP100,900$3.2M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC96,763$3.07M<0.01%+19,88913F-HRTimeline
Cambridge Investment Research Advisors,…85,807$2.73M0.01%-13,28113F-HR/ATimeline
Sequent Planning LLC84,555$2.69M0.57%-5,60213F-HRTimeline
Private Advisor Group, LLC82,774$2.63M0.01%+10,08313F-HRTimeline
Arax Advisory Partners80,508$2.56M0.02%+22,92213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP73,320$2.33M<0.01%+3,88313F-HRTimelineGroup
Gladstone Institutional Advisory LLC66,454$2.11M0.07%-64513F-HRTimeline
MGO ONE SEVEN LLC58,213$1.85M0.03%+49,08613F-HRTimeline
Integrated Wealth Concepts LLC45,267$1.44M0.01%+9,30413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…39,935$1.27M0.01%+8,05613F-HRTimelineGroup
Capital Investment Advisory Services, L…38,685$1.23M0.08%-12713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.36,522$1.16M0.01%+2,12713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.32,954$1.05M0.01%+11,71213F-HRTimeline
OLD MISSION CAPITAL LLC32,884$1.04M0.03%new13F-HRTimeline
Owen LaRue, LLC30,936$983K0.34%+14,27113F-HRTimeline
Intrua Financial, LLC30,151$958K0.09%+1,30713F-HRTimeline
Benson Wealth Management INC29,294$930K0.94%+23,90213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,042$922K<0.01%+4,15013F-HRTimelineGroup
RFG Advisory, LLC28,880$917K0.01%+17,73713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,755$850K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,875$790K0.01%+3,73513F-HRTimelineGroup
RiverTree Advisors, LLC23,437$744K0.44%-7,68413F-HRTimeline
Uniting Wealth Partners, LLC21,899$696K0.14%+13,98413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP21,374$679K<0.01%new13F-HRTimelineGroup
Advisory Advocates, LLC20,330$646K0.55%+7,60013F-HRTimeline
Accel Wealth Management20,266$644K0.14%+4,94613F-HRTimeline
IHT Wealth Management, LLC19,539$621K0.01%+3,52813F-HRTimeline
Triumph Capital Management19,421$617K0.11%+16,27813F-HRTimeline
NewEdge Advisors, LLC19,108$607K<0.01%+9,85513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,623$560K0.03%+8,00413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.16,210$515K0.13%+4,05213F-HRTimeline
Core Wealth Partners LLC13,300$422K0.18%-4,80913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,616$399K<0.01%-2,11213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.12,010$381K0.18%+42613F-HRTimeline
Aurora Private Wealth, Inc.11,808$375K0.24%new13F-HRTimeline
WCG Wealth Advisors LLC11,586$368K0.01%new13F-HRTimeline
Arkadios Wealth Advisors11,500$365K0.01%-10013F-HRTimeline
G&S Capital LLC11,309$359K0.1%+1213F-HRTimeline
CALTON & ASSOCIATES, INC.10,668$339K0.05%-3,63413F-HRTimeline
Janney Montgomery Scott LLC10,647$338K<0.01%-3,96013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC10,444$332K0.01%+2,56513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,908$315K<0.01%-20,31813F-HRTimelineGroup
NOVEM GROUP9,850$313K0.03%new13F-HRTimeline
Faithward Advisors, LLC9,657$307K0.04%+59213F-HRTimeline
Moors & Cabot, Inc.9,177$291K0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,890$282K<0.01%new13F-HRTimelineGroup
Mission Financial Group, LLC8,799$279K0.23%13F-HRTimeline
Convergence Financial, LLC8,632$274K0.02%new13F-HRTimeline
Balboa Wealth Partners8,284$263K0.04%-9913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC7,523$239K0.02%new13F-HRTimelineGroup
Snowden Capital Advisors LLC7,261$231K0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC6,853$218K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…6,573$209K<0.01%+1,10513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,525$207K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC6,470$205K0.01%new13F-HRTimeline
SteelPeak Wealth, LLC6,335$201K0.01%-2,75013F-HRTimeline
Larson Financial Group LLC4,570$145K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,491$109K0.01%new13F-HRTimeline
AE Wealth Management LLC3,195$101K<0.01%-213F-HRTimeline
CoreCap Advisors, LLC2,046$65K<0.01%-7,76713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,000$63.5K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC1,274$40.5K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV716$22.7K<0.01%new13F-HRTimeline
IFP Advisors, Inc600$19.1K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC523$16.6K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.299$9.5K<0.01%+22113F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC215$6.83K<0.01%new13F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC208$6.61K<0.01%new13F-HRTimeline
Rossby Financial, LCC149$4.73K<0.01%-14313F-HRTimeline
Smartleaf Asset Management LLC130$4.09K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18$558<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.15$477<0.01%-313F-HRTimeline