Who owns TDVI?
FT Vest Technology Dividend Target Income ETF · First Trust
85 institutions reported holding TDVI, worth $183.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TDVI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Luken Investment Analytics, LLC | Brentwood, TN | $25.3M | 797,531 | −13,026 shares |
| LPL Financial LLC | Fort Mill, SC | $23.8M | 748,794 | +287,910 shares |
| Southern Capital Services Inc. | Daphne, AL | $17.2M | 542,063 | −17,455 shares |
| Cetera Investment Advisers | Schaumburg, IL | $14.1M | 444,365 | +130,477 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $14.0M | 440,877 | +32,600 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $13.3M | 417,623 | +11,389 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $5.9M | 184,671 | +27,083 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $5.5M | 171,614 | +72,526 shares |
| Independent Financial Group, LLC | San Diego, CA | $4.5M | 140,181 | −67,128 shares |
| Stifel Financial Corp. | St. Louis, MO | $4.3M | 134,233 | −70,043 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TDVI?
85 institutional managers reported holding TDVI in Form 13F filings for June 30, 2026, worth $183.9M in total. The largest reported position was held by Luken Investment Analytics, LLC, at $25.3M.
Did institutions buy or sell TDVI last quarter?
Reported 13F value rose 42.4% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TDVI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.