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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 2026-03-31, 5,068,329 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
65
13F filers
65
New
6
Added
38
Reduced
16
Sold out
5
Shares held by filers
5,068,329

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC810,557$21.5M8.24%-34,11013F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV559,518$14.9M9.55%+13,76013F-HRTimeline
LPL Financial LLC460,884$12.2M<0.01%+54,10813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA408,277$10.8M<0.01%+19,00713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC406,234$10.8M<0.01%+63,93413F-HRTimelineGroup
Cetera Investment Advisers313,888$8.34M0.01%-11,98713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC207,309$5.51M0.12%+14,17113F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP204,276$5.43M<0.01%+23,97713F-HRTimelineGroup
Bullseye Investment Management, LLC203,766$5.41M2.91%+21,79813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC183,776$4.88M<0.01%-2,03513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.157,588$4.19M0.01%+2,14613F-HRTimelineGroup
Cambridge Investment Research Advisors,…99,088$2.63M0.01%-15,80313F-HRTimeline
Sequent Planning LLC90,157$2.39M0.58%+5,67213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC76,874$2.04M<0.01%+34,26113F-HRTimeline
Private Advisor Group, LLC72,691$1.93M0.01%+6,31613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP69,437$1.84M<0.01%+16,11013F-HRTimelineGroup
Gladstone Institutional Advisory LLC67,099$1.78M0.07%+42,52413F-HRTimeline
Arax Advisory Partners57,586$1.53M0.04%+2,69313F-HRTimeline
Capital Investment Advisory Services, L…38,812$1.03M0.08%+4,11613F-HRTimeline
Integrated Wealth Concepts LLC35,963$955K0.01%+13,82213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.34,395$914K0.01%+1,93113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…31,879$847K0.01%+4,11213F-HRTimelineGroup
RiverTree Advisors, LLC31,121$827K0.52%-22,89313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC30,226$803K<0.01%+26,76913F-HRTimelineGroup
Intrua Financial, LLC28,844$766K0.08%-1,10613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,892$661K<0.01%-8,42613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.21,242$564K0.01%+10,25213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,140$561K0.01%+10,37913F-HRTimelineGroup
Core Wealth Partners LLC18,109$481K0.22%-68313F-HRTimeline
Sunbelt Securities, Inc.18,096$481K0.03%+5,79213F-HRTimeline
Patriot Financial Group Insurance Agenc…17,130$455K0.03%+9,53113F-HRTimeline
Owen LaRue, LLC16,665$443K0.17%+8,40813F-HRTimeline
IHT Wealth Management, LLC16,011$425K0.01%+7,11813F-HRTimeline
Accel Wealth Management15,320$407K0.11%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,728$394K<0.01%-7,24813F-HRTimeline
Janney Montgomery Scott LLC14,607$388K<0.01%-82313F-HRTimeline
CALTON & ASSOCIATES, INC.14,302$380K0.05%-77813F-HRTimeline
Advisory Advocates, LLC12,730$338K0.35%+20013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.12,158$323K0.09%+2,15013F-HRTimeline
Arkadios Wealth Advisors11,600$308K0.01%-35813F-HRTimeline
AFT, FORSYTH & COMPANY, INC.11,584$308K0.14%+1,17013F-HRTimeline
G&S Capital LLC11,297$300K0.11%+1,74513F-HRTimeline
RFG Advisory, LLC11,143$296K0.01%-20013F-HRTimeline
CoreCap Advisors, LLC9,813$261K0.01%+1,86413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,619$255K0.02%+70513F-HRTimeline
NewEdge Advisors, LLC9,253$246K<0.01%+8,85113F-HR/ATimeline
MGO ONE SEVEN LLC9,127$242K<0.01%+1,12313F-HRTimeline
SteelPeak Wealth, LLC9,085$241K0.01%-11,36513F-HRTimeline
Faithward Advisors, LLC9,065$241K0.03%+713F-HRTimeline
Balboa Wealth Partners8,383$223K0.04%+34713F-HRTimeline
Uniting Wealth Partners, LLC7,915$210K0.04%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC7,879$209K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…5,468$145K<0.01%new13F-HRTimeline
Benson Wealth Management INC5,392$143K0.2%-3,50313F-HRTimeline
Larson Financial Group LLC4,570$121K<0.01%013F-HRTimeline
AE Wealth Management LLC3,197$84.9K<0.01%+1,11213F-HRTimeline
Triumph Capital Management3,143$83.5K0.02%-20013F-HRTimeline
Advisory Services Network, LLC1,774$47.1K<0.01%new13F-HRTimeline
IFP Advisors, Inc600$15.9K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC523$13.9K<0.01%new13F-HRTimeline
Rossby Financial, LCC292$7.79K<0.01%+14313F-HRTimeline
Smartleaf Asset Management LLC130$3.35K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.78$2.07K<0.01%+2013F-HRTimeline
DHJJ Financial Advisors, Ltd.18$479<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC6$159<0.01%013F-HRTimelineGroup

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