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

39 institutions reported holding $77.6M of FIRST TR EXCHANGE-TRADED FD (TDVI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Luken Investment Analytics, LLC ($25.3M), SOUTHERN CAPITAL SERVICES INC /ADV ($17.2M), Cambridge Investment Research Advisors, Inc. ($5.5M), INDEPENDENT FINANCIAL GROUP, LLC ($4.5M), ENVESTNET ASSET MANAGEMENT INC ($3.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Luken Investment Analytics, LLC$25.3M797,531Trimmed
2SOUTHERN CAPITAL SERVICES INC /ADV$17.2M542,063Trimmed
3Cambridge Investment Research Advisors, Inc.$5.5M171,614Added
4INDEPENDENT FINANCIAL GROUP, LLC$4.5M140,181Trimmed
5ENVESTNET ASSET MANAGEMENT INC$3.9M122,017Trimmed
6COMMONWEALTH EQUITY SERVICES, LLC$3.1M96,763Added
7Private Advisor Group, LLC$2.6M82,774Added
8Gladstone Institutional Advisory LLC$2.1M66,454Trimmed
9MGO ONE SEVEN LLC$1.8M58,213Added
10STEPHENS INC /AR/$1.3M39,935Added
11Capital Investment Advisory Services, LLC$1.2M38,685Trimmed
12Owen LaRue, LLC$982,52730,936Added
13Intrua Financial, LLC$957,59130,151Added
14RFG Advisory, LLC$917,22728,880Added
15Concurrent Investment Advisors, LLC$790,03224,875Added
16RiverTree Advisors, LLC$744,35923,437Trimmed
17Accel Wealth Management$643,64720,266Added
18Triumph Capital Management$616,81119,421Added
19Core Wealth Partners LLC$422,40813,300Trimmed
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$398,55412,616Trimmed
21Aurora Private Wealth, Inc.$375,00011,808New
22G&S Capital LLC$359,17111,309Added
23CHILTON CAPITAL MANAGEMENT LLC$331,70210,444Added
24Kestra Advisory Services, LLC$314,6879,908Trimmed
25NOVEM GROUP$312,8409,850New

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