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TDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST TEC (fund)

38 managers (38 13F filers) reported a position in TDVI shares at 2025-06-30, 2,496,545 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
38
13F filers
38
New
12
Added
18
Reduced
5
Sold out
5
Shares held by filers
2,496,545

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC900,631$24.1M10.57%+588,47713F-HRTimeline
Cetera Investment Advisers309,496$8.29M0.01%+33,20113F-HRTimeline
Bullseye Investment Management, LLC236,560$5.28M3.22%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC173,506$4.65M<0.01%+4,25313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.132,510$3.55M0.02%+11,93413F-HRTimeline
LPL Financial LLC82,206$2.2M<0.01%+57,77513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC76,146$2.04M0.06%+22,21013F-HRTimeline
OLD MISSION CAPITAL LLC73,143$1.96M0.05%new13F-HRTimeline
Private Advisor Group, LLC62,691$1.68M0.01%+87013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC51,452$1.38M0.34%+11,36813F-HRTimeline
Arax Advisory Partners41,778$1.12M0.05%+10,80913F-HRTimeline
Jaffetilchin Investment Partners, LLC37,799$1.01M0.07%new13F-HRTimeline
Janney Montgomery Scott LLC34,865$934K<0.01%+4,67113F-HRTimeline
Cambridge Investment Research Advisors,…33,388$894K<0.01%-3,11213F-HRTimeline
Capital Investment Advisory Services, L…24,620$659K0.05%+5,00913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…22,336$598K0.01%+13,30613F-HRTimelineGroup
GREENBERG FINANCIAL GROUP18,820$598K0.22%+5,25513F-HRTimeline
Faithward Advisors, LLC18,154$486K0.08%+25313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,745$448K<0.01%+30313F-HR/ATimelineGroup
Prospera Financial Services Inc16,404$439K0.01%+2,34313F-HRTimeline
Core Wealth Partners LLC14,911$399K0.2%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,955$374K<0.01%-22,06913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,700$367K<0.01%-3,20113F-HR/ATimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,840$344K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,791$316K<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors11,258$301K0.01%+95013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,863$270K<0.01%-1,61313F-HRTimeline
HARBOUR INVESTMENTS, INC.9,074$243K0.01%+1,31013F-HRTimeline
CALTON & ASSOCIATES, INC.9,044$242K0.04%new13F-HRTimeline
MGO ONE SEVEN LLC8,900$238K0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC7,853$210K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC7,718$207K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,477$39.6K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc600$16.1K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC270$7.24K<0.01%-913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23$616<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.18$483<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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