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

87 institutions reported holding $189.0M 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.

Rank	Institution	Value	Shares	Change
1	Luken Investment Analytics, LLC	$25.3M	797,531	Trimmed
2	LPL Financial LLC	$23.8M	748,794	Added
3	SOUTHERN CAPITAL SERVICES INC /ADV	$17.2M	542,063	Trimmed
4	Cetera Investment Advisers	$14.1M	444,365	Added
5	Royal Bank of Canada	$14.0M	440,877	Added
6	RAYMOND JAMES FINANCIAL INC	$13.3M	417,623	Added
7	Bullseye Investment Management, LLC	$8.4M	264,696	Added
8	OSAIC HOLDINGS, INC.	$5.9M	184,671	Added
9	INDEPENDENT FINANCIAL GROUP, LLC	$4.5M	140,181	Trimmed
10	STIFEL FINANCIAL CORP	$4.3M	134,233	Trimmed
11	ENVESTNET ASSET MANAGEMENT INC	$3.9M	122,017	Trimmed
12	Triad Wealth Partners, LLC	$3.3M	105,914	New
13	TWO SIGMA INVESTMENTS, LP	$3.2M	100,900	New
14	COMMONWEALTH EQUITY SERVICES, LLC	$3.1M	96,763	Added
15	Cambridge Investment Research Advisors, Inc.	$2.7M	85,807	Trimmed
16	Sequent Planning LLC	$2.7M	84,555	Trimmed
17	Private Advisor Group, LLC	$2.6M	82,774	Added
18	Arax Advisory Partners	$2.6M	80,508	Added
19	FIRST TRUST ADVISORS LP	$2.3M	73,320	Added
20	Gladstone Institutional Advisory LLC	$2.1M	66,454	Trimmed
21	MGO ONE SEVEN LLC	$1.8M	58,213	Added
22	Integrated Wealth Concepts LLC	$1.4M	45,269	Added
23	STEPHENS INC /AR/	$1.3M	39,935	Added
24	Capital Investment Advisory Services, LLC	$1.2M	38,685	Trimmed
25	Stratos Wealth Partners, LTD.	$1.2M	36,522	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30