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Disclosery

TDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST TEC (fund)

85 managers (85 13F filers) reported a position in TDVI shares at 2026-06-30, 5,953,722 shares in all. 23 filers opened a position and 2 filers sold out during the quarter.

Managers
85
13F filers
85
New
23
Added
35
Reduced
22
Sold out
2
Shares held by filers
5,953,722

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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, LLC797,531$25.3M8.85%-13,02613F-HRTimeline
LPL Financial LLC748,794$23.8M0.01%+287,91013F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV542,063$17.2M9.66%-17,45513F-HRTimeline
Cetera Investment Advisers444,365$14.1M0.01%+130,47713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA440,877$14M<0.01%+32,60013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC417,623$13.3M<0.01%+11,38913F-HRTimelineGroup
Bullseye Investment Management, LLC264,696$8.41M4.13%+60,93013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.184,671$5.87M0.01%+27,08313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC140,181$4.45M0.08%-67,12813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP134,233$4.26M<0.01%-70,04313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC122,017$3.88M<0.01%-61,75913F-HR/ATimelineGroup
Triad Wealth Partners, LLC105,914$3.25M0.19%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP100,900$3.2M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC96,763$3.07M<0.01%+19,88913F-HRTimeline
Cambridge Investment Research Advisors,…85,807$2.73M0.01%-13,28113F-HR/ATimeline
Sequent Planning LLC84,555$2.69M0.57%-5,60213F-HRTimeline
Private Advisor Group, LLC82,774$2.63M0.01%+10,08313F-HRTimeline
Arax Advisory Partners80,508$2.56M0.02%+22,92213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP73,320$2.33M<0.01%+3,88313F-HRTimelineGroup
Gladstone Institutional Advisory LLC66,454$2.11M0.07%-64513F-HRTimeline
MGO ONE SEVEN LLC58,213$1.85M0.03%+49,08613F-HRTimeline
Integrated Wealth Concepts LLC45,269$1.44M0.01%+9,30613F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…39,935$1.27M0.01%+8,05613F-HRTimelineGroup
Capital Investment Advisory Services, L…38,685$1.23M0.08%-12713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.36,522$1.16M0.01%+2,12713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.32,954$1.05M0.01%+11,71213F-HRTimeline
OLD MISSION CAPITAL LLC32,884$1.04M0.03%new13F-HRTimeline
Owen LaRue, LLC30,936$983K0.34%+14,27113F-HRTimeline
Intrua Financial, LLC30,151$958K0.09%+1,30713F-HRTimeline
Benson Wealth Management INC29,294$930K0.94%+23,90213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,042$922K<0.01%+4,15013F-HRTimelineGroup
RFG Advisory, LLC28,880$917K0.01%+17,73713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,755$850K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,875$790K0.01%+3,73513F-HRTimelineGroup
RiverTree Advisors, LLC23,437$744K0.44%-7,68413F-HRTimeline
Uniting Wealth Partners, LLC21,899$696K0.14%+13,98413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP21,374$679K<0.01%new13F-HRTimelineGroup
Advisory Advocates, LLC20,330$646K0.55%+7,60013F-HRTimeline
Accel Wealth Management20,266$644K0.14%+4,94613F-HRTimeline
IHT Wealth Management, LLC19,539$621K0.01%+3,52813F-HRTimeline
Triumph Capital Management19,421$617K0.11%+16,27813F-HRTimeline
NewEdge Advisors, LLC19,108$607K<0.01%+9,85513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,623$560K0.03%+8,00413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.16,210$515K0.13%+4,05213F-HRTimeline
Core Wealth Partners LLC13,300$422K0.18%-4,80913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,616$399K<0.01%-2,11213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.12,010$381K0.18%+42613F-HRTimeline
Aurora Private Wealth, Inc.11,808$375K0.24%new13F-HRTimeline
WCG Wealth Advisors LLC11,586$368K0.01%new13F-HRTimeline
Arkadios Wealth Advisors11,500$365K0.01%-10013F-HRTimeline
G&S Capital LLC11,309$359K0.1%+1213F-HRTimeline
CALTON & ASSOCIATES, INC.10,668$339K0.05%-3,63413F-HRTimeline
Janney Montgomery Scott LLC10,647$338K<0.01%-3,96013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC10,444$332K0.01%+2,56513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,908$315K<0.01%-20,31813F-HRTimelineGroup
NOVEM GROUP9,850$313K0.03%new13F-HRTimeline
Faithward Advisors, LLC9,657$307K0.04%+59213F-HRTimeline
Moors & Cabot, Inc.9,177$291K0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,890$282K<0.01%new13F-HRTimelineGroup
Mission Financial Group, LLC8,799$279K0.23%13F-HRTimeline
Convergence Financial, LLC8,632$274K0.02%new13F-HRTimeline
Balboa Wealth Partners8,284$263K0.04%-9913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC7,523$239K0.02%new13F-HRTimelineGroup
Snowden Capital Advisors LLC7,261$231K0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC6,853$218K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…6,573$209K<0.01%+1,10513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,525$207K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC6,470$205K0.01%new13F-HRTimeline
SteelPeak Wealth, LLC6,335$201K0.01%-2,75013F-HRTimeline
Larson Financial Group LLC4,570$145K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,491$109K0.01%new13F-HRTimeline
AE Wealth Management LLC3,195$101K<0.01%-213F-HRTimeline
CoreCap Advisors, LLC2,046$65K<0.01%-7,76713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,000$63.5K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC1,274$40.5K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV716$22.7K<0.01%new13F-HRTimeline
IFP Advisors, Inc600$19.1K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC523$16.6K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.299$9.5K<0.01%+22113F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC215$6.83K<0.01%new13F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC208$6.61K<0.01%new13F-HRTimeline
Rossby Financial, LCC149$4.73K<0.01%-14313F-HRTimeline
Smartleaf Asset Management LLC130$4.09K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18$558<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.15$477<0.01%-313F-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