Who Owns FIRST TR EXCHANGE-TRADED FD (TDVI)? -- Institutional Holders (2026-03-31)

70 institutions reported holding $129.0M of FIRST TR EXCHANGE-TRADED FD (TDVI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Luken Investment Analytics, LLC ($21.5M), SOUTHERN CAPITAL SERVICES INC /ADV ($14.9M), LPL Financial LLC ($12.2M), Royal Bank of Canada ($10.8M), RAYMOND JAMES FINANCIAL INC ($10.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Luken Investment Analytics, LLC$21.5M810,557Trimmed
2SOUTHERN CAPITAL SERVICES INC /ADV$14.9M559,518Added
3LPL Financial LLC$12.2M460,884Added
4Royal Bank of Canada$10.8M408,277Added
5RAYMOND JAMES FINANCIAL INC$10.8M406,234Added
6Cetera Investment Advisers$8.3M313,888Trimmed
7INDEPENDENT FINANCIAL GROUP, LLC$5.5M207,309Added
8STIFEL FINANCIAL CORP$5.4M204,276Added
9ENVESTNET ASSET MANAGEMENT INC$4.9M183,776Trimmed
10OSAIC HOLDINGS, INC.$4.2M157,588Added
11Cambridge Investment Research Advisors, Inc.$2.6M99,088Trimmed
12Sequent Planning LLC$2.4M90,157Added
13COMMONWEALTH EQUITY SERVICES, LLC$2.0M76,874Added
14Private Advisor Group, LLC$1.9M72,691Added
15FIRST TRUST ADVISORS LP$1.8M69,437Added
16Gladstone Institutional Advisory LLC$1.8M67,099Added
17Arax Advisory Partners$1.5M57,586Added
18Capital Investment Advisory Services, LLC$1.0M38,812Added
19Integrated Wealth Concepts LLC$955,17035,963Added
20Stratos Wealth Partners, LTD.$913,54334,395Added
21STEPHENS INC /AR/$846,70631,879Added
22RiverTree Advisors, LLC$826,57431,121Trimmed
23Kestra Advisory Services, LLC$802,79030,226Added
24Intrua Financial, LLC$766,10528,844Trimmed
25SUSQUEHANNA INTERNATIONAL GROUP, LLP$661,13224,892Trimmed

Source: SEC Form 13F filings · as of 2026-03-31