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Disclosery

TDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST TEC (fund)

47 managers (47 13F filers) reported a position in TDVI shares at 2025-09-30, 3,419,685 shares in all. 15 filers opened a position and 3 filers sold out during the quarter.

Managers
47
13F filers
47
New
15
Added
21
Reduced
6
Sold out
3
Shares held by filers
3,419,685

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,025,033$29.4M11.48%+124,40213F-HRTimeline
Cetera Investment Advisers435,435$12.5M0.01%+125,93913F-HRTimeline
LPL Financial LLC281,995$8.08M<0.01%+199,78913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC262,742$7.53M<0.01%+262,71913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC187,650$5.38M<0.01%+14,14413F-HRTimelineGroup
Bullseye Investment Management, LLC236,560$5.28M3.22%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC126,651$3.63M0.09%+50,50513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.94,708$2.56M<0.01%+77,96313F-HRTimelineGroup
Private Advisor Group, LLC63,816$1.83M0.01%+1,12513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,117$1.69M<0.01%+45,41713F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC55,838$1.6M0.35%+4,38613F-HRTimeline
RiverTree Advisors, LLC54,486$1.56M1%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC42,674$1.22M0.07%+4,87513F-HRTimeline
Cambridge Investment Research Advisors,…35,823$1.03M<0.01%+2,43513F-HRTimeline
SteelPeak Wealth, LLC33,700$966K0.03%new13F-HRTimeline
Capital Investment Advisory Services, L…31,499$902K0.07%+6,87913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP30,603$877K<0.01%+17,76313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,150$835K<0.01%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…27,336$783K0.01%+5,00013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,193$722K0.01%+13,40213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,540$674K<0.01%new13F-HRTimelineGroup
Intrua Financial, LLC21,996$630K0.07%new13F-HRTimeline
OLD MISSION CAPITAL LLC21,578$618K0.02%-51,56513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,717$541K<0.01%+8,85413F-HRTimeline
Core Wealth Partners LLC18,172$521K0.24%+3,26113F-HRTimeline
Janney Montgomery Scott LLC18,008$516K<0.01%-16,85713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,640$505K<0.01%new13F-HRTimeline
Prospera Financial Services Inc16,098$461K0.01%-30613F-HRTimeline
Faithward Advisors, LLC15,220$436K0.06%-2,93413F-HRTimeline
RFG Advisory, LLC11,833$339K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.11,587$332K0.01%+2,51313F-HRTimeline
Integrated Wealth Concepts LLC11,408$327K<0.01%+3,69013F-HRTimeline
CALTON & ASSOCIATES, INC.11,194$321K0.05%+2,15013F-HRTimeline
Arkadios Wealth Advisors10,008$287K0.01%-1,25013F-HRTimeline
Sunbelt Securities, Inc.8,763$251K0.02%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,521$244K0.02%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…7,675$220K0.03%new13F-HRTimeline
MGO ONE SEVEN LLC7,215$207K<0.01%-1,68513F-HRTimeline
G&S Capital LLC7,078$203K0.07%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,052$202K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC2,085$59.7K<0.01%new13F-HRTimeline
Advisory Services Network, LLC1,774$50.8K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,477$42.3K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc600$17.2K<0.01%013F-HR/ATimeline
CoreCap Advisors, LLC270$7.75K<0.01%013F-HRTimeline
Rossby Financial, LCC149$4.3K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.18$516<0.01%013F-HRTimeline

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