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Disclosery

TDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST TEC (fund)

65 managers (65 13F filers) reported a position in TDVI shares at 2025-12-31, 4,855,066 shares in all. 18 filers opened a position and 4 filers sold out during the quarter.

Managers
65
13F filers
65
New
18
Added
26
Reduced
13
Sold out
4
Shares held by filers
4,855,066

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Luken Investment Analytics, LLC844,667$23.4M9.25%-180,36613F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV545,758$15.1M9.54%13F-HRTimeline
LPL Financial LLC406,776$11.3M<0.01%+124,78113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA389,270$10.8M<0.01%+330,15313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC342,300$9.5M<0.01%+79,55813F-HRTimelineGroup
Cetera Investment Advisers325,875$9.04M0.01%-109,56013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC193,138$5.36M0.12%+66,48713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC185,811$5.15M<0.01%-1,83913F-HRTimelineGroup
Bullseye Investment Management, LLC181,968$5.05M2.63%-54,59213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP180,299$5M<0.01%+156,75913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.155,442$4.31M0.01%+60,73413F-HRTimelineGroup
Cambridge Investment Research Advisors,…114,891$3.19M0.01%+79,06813F-HRTimeline
Sequent Planning LLC84,485$2.34M0.6%new13F-HRTimeline
Private Advisor Group, LLC66,375$1.84M0.01%+2,55913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC59,958$1.66M0.35%+4,12013F-HRTimeline
Arax Advisory Partners54,893$1.52M0.04%new13F-HRTimeline
RiverTree Advisors, LLC54,014$1.5M0.96%-47213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP53,327$1.48M<0.01%+22,72413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC42,613$1.18M<0.01%+24,97313F-HRTimeline
Capital Investment Advisory Services, L…34,696$962K0.07%+3,19713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,318$924K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.32,464$901K0.01%+7,27113F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC31,988$887K0.05%-10,68613F-HRTimeline
Intrua Financial, LLC29,950$831K0.09%+7,95413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…27,767$770K0.01%+43113F-HRTimelineGroup
Gladstone Institutional Advisory LLC24,575$682K0.03%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,976$627K<0.01%+3,25913F-HRTimeline
Integrated Wealth Concepts LLC22,141$614K0.01%+10,73313F-HRTimeline
HUB Investment Partners, LLC22,072$612K0.02%new13F-HRTimeline
SteelPeak Wealth, LLC20,450$567K0.02%-13,25013F-HRTimeline
Core Wealth Partners LLC18,792$521K0.23%+62013F-HRTimeline
Janney Montgomery Scott LLC15,430$428K<0.01%-2,57813F-HRTimeline
CALTON & ASSOCIATES, INC.15,080$418K0.06%+3,88613F-HRTimeline
Advisory Advocates, LLC12,530$348K0.35%13F-HRTimeline
Sunbelt Securities, Inc.12,304$341K0.02%+3,54113F-HRTimeline
Arkadios Wealth Advisors11,958$332K0.01%+1,95013F-HRTimeline
RFG Advisory, LLC11,343$315K0.01%-49013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,990$305K0.01%-59713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,761$299K<0.01%+3,70913F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.10,414$289K0.12%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.10,008$278K0.08%new13F-HRTimeline
G&S Capital LLC9,552$265K0.09%+2,47413F-HRTimeline
Faithward Advisors, LLC9,058$251K0.04%-6,16213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,914$249K0.02%+39313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,966$249K<0.01%-20,18413F-HRTimelineGroup
Benson Wealth Management INC8,895$247K0.27%13F-HRTimeline
IHT Wealth Management, LLC8,893$247K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC8,259$229K<0.01%new13F-HRTimelineGroup
Owen LaRue, LLC8,257$229K0.09%new13F-HRTimeline
Balboa Wealth Partners8,036$223K0.04%new13F-HRTimeline
MGO ONE SEVEN LLC8,004$222K<0.01%+78913F-HRTimeline
CoreCap Advisors, LLC7,949$221K0.01%+7,67913F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC7,879$219K0.01%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…7,599$211K0.03%-7613F-HRTimeline
GREENBERG FINANCIAL GROUP7,250$201K0.08%13F-HRTimeline
Larson Financial Group LLC4,570$127K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,457$95.9K<0.01%new13F-HRTimelineGroup
Triumph Capital Management3,343$92.7K0.02%new13F-HRTimeline
AE Wealth Management LLC2,085$57.8K<0.01%013F-HRTimeline
IFP Advisors, Inc600$16.6K<0.01%013F-HRTimeline
NewEdge Advisors, LLC402$11.2K<0.01%new13F-HRTimeline
Rossby Financial, LCC149$4.13K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.58$1.61K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.18$500<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC6$00%new13F-HRTimelineGroupValue 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