Who Owns FIRST TR EXCHANGE-TRADED FD (TDVI)? -- Institutional Holders (2026-06-30)

86 institutions reported holding $180.6M of FIRST TR EXCHANGE-TRADED FD (TDVI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Luken Investment Analytics, LLC ($25.3M), LPL Financial LLC ($23.8M), SOUTHERN CAPITAL SERVICES INC /ADV ($17.2M), Cetera Investment Advisers ($14.1M), Royal Bank of Canada ($14.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Luken Investment Analytics, LLC$25.3M797,531Trimmed
2LPL Financial LLC$23.8M748,794Added
3SOUTHERN CAPITAL SERVICES INC /ADV$17.2M542,063Trimmed
4Cetera Investment Advisers$14.1M444,365Added
5Royal Bank of Canada$14.0M440,877Added
6RAYMOND JAMES FINANCIAL INC$13.3M417,623Added
7OSAIC HOLDINGS, INC.$5.9M184,671Added
8INDEPENDENT FINANCIAL GROUP, LLC$4.5M140,181Trimmed
9STIFEL FINANCIAL CORP$4.3M134,233Trimmed
10ENVESTNET ASSET MANAGEMENT INC$3.9M122,017Trimmed
11Triad Wealth Partners, LLC$3.3M105,914New
12TWO SIGMA INVESTMENTS, LP$3.2M100,900New
13COMMONWEALTH EQUITY SERVICES, LLC$3.1M96,763Added
14Cambridge Investment Research Advisors, Inc.$2.7M85,807Trimmed
15Sequent Planning LLC$2.7M84,555Trimmed
16Private Advisor Group, LLC$2.6M82,774Added
17Arax Advisory Partners$2.6M80,508Added
18FIRST TRUST ADVISORS LP$2.3M73,320Added
19Gladstone Institutional Advisory LLC$2.1M66,454Trimmed
20MGO ONE SEVEN LLC$1.8M58,213Added
21Integrated Wealth Concepts LLC$1.4M45,267Added
22STEPHENS INC /AR/$1.3M39,935Added
23Capital Investment Advisory Services, LLC$1.2M38,685Trimmed
24Stratos Wealth Partners, LTD.$1.2M36,522Added
25HARBOUR INVESTMENTS, INC.$1.0M32,954Added

Source: SEC Form 13F filings · as of 2026-06-30