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TDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST TEC (fund)

19 managers (19 13F filers) reported a position in TDVI shares at 2024-12-31, 829,641 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
19
13F filers
19
New
6
Added
10
Reduced
2
Sold out
4
Shares held by filers
829,641

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

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Bullseye Investment Management, LLC237,876$5.73M3.79%+91,54813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC169,033$4.07M<0.01%+33,32813F-HRTimelineGroup
Snowden Capital Advisors LLC72,136$1.74M0.05%new13F-HRTimeline
Cetera Investment Advisers68,018$1.64M<0.01%+7,33113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC58,346$1.41M0.05%+19,77213F-HRTimeline
Cambridge Investment Research Advisors,…34,759$838K<0.01%+8,79213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.32,112$774K<0.01%new13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC29,385$708K0.23%new13F-HRTimeline
Arax Advisory Partners23,260$560K0.04%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC22,144$534K0.01%-27213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,611$424K0.01%new13F-HRTimelineGroup
Faithward Advisors, LLC16,520$398K0.07%new13F-HRTimeline
Capital Investment Advisory Services, L…13,753$331K0.03%+6,53713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,897$263K<0.01%+5,95713F-HR/ATimelineGroup
Arkadios Wealth Advisors10,308$248K0.01%+1,50613F-HRTimeline
HARBOUR INVESTMENTS, INC.6,096$147K<0.01%+3,82513F-HRTimeline
CoreCap Advisors, LLC4,502$108K<0.01%-1,18513F-HRTimeline
Wagner Wealth Management, LLC2,885$69.5K0.02%+4513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • FIRST TRUST PORTFOLIOS LP and 2 other reporting persons reported 10,854,250 TDVI shares, 54% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0001445546-26-007485

    Accepted , ingested