Vault-13

FIRST TR EXCHANGE-TRADED FD TDVI

FT VEST TEC · ETP · CUSIP 33738D812

84 institutional holders +20 vs Q1 2026
5,774,8315.8m shares reported held*
$183.3mreported value*
23 new 35 added 21 reduced 2 sold out net bought ≈ $29.2m (+919.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $31.74.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 23: 5Q4 23: 12Q1 24: 10Q2 24: 19Q3 24: 18Q4 24: 19Q1 25: 32Q2 25: 38Q3 25: 47Q4 25: 64Q1 26: 64Q2 26: 8484Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 20235
Q4 202312
Q1 202410
Q2 202419
Q3 202418
Q4 202419
Q1 202532
Q2 202538
Q3 202547
Q4 202564
Q1 202664
Q2 202684

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 15 bought or addedQ3 24: 9 cut or sold outQ4 24: 16 bought or addedQ4 24: 6 cut or sold outQ4 24Q1 25: 25 bought or addedQ1 25: 4 cut or sold outQ2 25: 31 bought or addedQ2 25: 9 cut or sold outQ2 25Q3 25: 36 bought or addedQ3 25: 9 cut or sold outQ4 25: 44 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 43 bought or addedQ1 26: 21 cut or sold outQ2 26: 58 bought or addedQ2 26: 23 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024159
Q4 2024166
Q1 2025254
Q2 2025319
Q3 2025369
Q4 20254416
Q1 20264321
Q2 20265823

Biggest buyers

LPL Financial LLC Added +287,910+287.9k
Cetera Investment Advisers Added +130,477+130.5k
Triad Wealth Partners, LLC New +105,914+105.9k
TWO SIGMA INVESTMENTS, LP New +100,900+100.9k
Cambridge Investment Research Advisors, Inc. Added +72,526+72.5k
MGO ONE SEVEN LLC Added +49,086+49.1k
OLD MISSION CAPITAL LLC New +32,884+32.9k
ROYAL BANK OF CANADA Added +32,600+32.6k
OSAIC HOLDINGS, INC. Added +27,083+27.1k
JANE STREET GROUP, LLC New +26,755+26.8k

Biggest sellers

STIFEL FINANCIAL CORP Reduced -70,043-70.0k
INDEPENDENT FINANCIAL GROUP, LLC Reduced -67,128-67.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -61,759-61.8k
Kestra Advisory Services, LLC Reduced -20,318-20.3k
SOUTHERN CAPITAL SERVICES INC /ADV Reduced -17,455-17.5k
Patriot Financial Group Insurance Agency, LLC Sold out -17,130-17.1k
Luken Investment Analytics, LLC Reduced -13,026-13.0k
CoreCap Advisors, LLC Reduced -7,767-7.8k
RiverTree Advisors, LLC Reduced -7,684-7.7k
Sequent Planning LLC Reduced -5,602-5.6k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution +6.4 pts · filed 2026-10-07 54.0% +6.4 pts 10.9m≈ $344.7m 2026-10-07

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Luken Investment Analytics, LLC 8.85% of their portfolio BRENTWOOD, TN 797,531797.5k $25.3m $25.3m 8.85% Reduced -13.0k -13,026
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 748,794748.8k $23.8m $23.8m 0.01% Added +287.9k +287,910
3 SOUTHERN CAPITAL SERVICES INC /ADV 9.66% of their portfolio DAPHNE, AL 542,063542.1k $17.2m $17.2m 9.66% Reduced -17.5k -17,455
4 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 444,365444.4k $14.1m $14.1m 0.01% Added +130.5k +130,477
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 440,877440.9k $14.0m $14.0m 0.00% Added +32.6k +32,600
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 417,623417.6k $13.3m $13.3m 0.00% Added +11.4k +11,389
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 184,671184.7k $5.9m $5.9m 0.01% Added +27.1k +27,083
8 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 171,614171.6k $5.5m $5.5m 0.01% Added +72.5k +72,526
9 INDEPENDENT FINANCIAL GROUP, LLC 0.08% of their portfolio SAN DIEGO, CA 140,181140.2k $4.5m $4.5m 0.08% Reduced -67.1k -67,128
10 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 134,233134.2k $4.3m $4.3m 0.00% Reduced -70.0k -70,043
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 122,017122.0k $3.9m $3.9m 0.00% Reduced -61.8k -61,759
12 Triad Wealth Partners, LLC 0.19% of their portfolio LAWRENCE, KS 105,914105.9k $3.3m $3.3m 0.19% New
13 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 100,900100.9k $3.2m $3.2m 0.00% New
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 96,76396.8k $3.1m $3.1m 0.00% Added +19.9k +19,889
15 Sequent Planning LLC 0.57% of their portfolio OMAHA, NE 84,55584.6k $2.7m $2.7m 0.57% Reduced -5.6k -5,602
16 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 82,77482.8k $2.6m $2.6m 0.01% Added +10.1k +10,083
17 Arax Advisory Partners 0.02% of their portfolio NEW YORK, NY 80,50880.5k $2.6m $2.6m 0.02% Added +22.9k +22,922
18 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 73,32073.3k $2.3m $2.3m 0.00% Added +3.9k +3,883
19 Gladstone Institutional Advisory LLC 0.07% of their portfolio Bedminster, NJ 66,45466.5k $2.1m $2.1m 0.07% Reduced -645 -645
20 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 58,21358.2k $1.8m $1.8m 0.03% Added +49.1k +49,086
21 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 45,26745.3k $1.4m $1.4m 0.01% Added +9.3k +9,304
22 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 39,93539.9k $1.3m $1.3m 0.01% Added +8.1k +8,056
23 Capital Investment Advisory Services, LLC 0.08% of their portfolio RALEIGH, NC 38,68538.7k $1.2m $1.2m 0.08% Reduced -127 -127
24 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 36,52236.5k $1.2m $1.2m 0.01% Added +2.1k +2,127
25 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 32,95433.0k $1.0m $1.0m 0.01% Added +11.7k +11,712
26 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 32,88432.9k $1.0m $1.0m 0.03% New
27 Owen LaRue, LLC 0.34% of their portfolio ELIZABETHTOWN, KY 30,93630.9k $982.5k $982.5k 0.34% Added +14.3k +14,271
28 Intrua Financial, LLC 0.09% of their portfolio Houston, TX 30,15130.2k $957.6k $957.6k 0.09% Added +1.3k +1,307
29 Benson Wealth Management INC 0.94% of their portfolio OOLTEWAH, TN, TN 29,29429.3k $930.4k $930.4k 0.94% Added +23.9k +23,902
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 29,04229.0k $922.4k $922.4k 0.00% Added +4.2k +4,150
31 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 28,88028.9k $917.2k $917.2k 0.01% Added +17.7k +17,737
32 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 26,75526.8k $849.7k $849.7k 0.00% New
33 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 24,87524.9k $790.0k $790.0k 0.01% Added +3.7k +3,735
34 RiverTree Advisors, LLC 0.44% of their portfolio WINTER PARK, FL 23,43723.4k $744.4k $744.4k 0.44% Reduced -7.7k -7,684
35 Uniting Wealth Partners, LLC 0.14% of their portfolio DENVER, CO 21,89921.9k $695.5k $695.5k 0.14% Added +14.0k +13,984
36 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 21,37421.4k $678.8k $678.8k 0.00% New
37 Advisory Advocates, LLC 0.55% of their portfolio GRAND RAPIDS, MI 20,33020.3k $645.7k $645.7k 0.55% Added +7.6k +7,600
38 Accel Wealth Management 0.14% of their portfolio WAVERLY, IA 20,26620.3k $643.6k $643.6k 0.14% Added +4.9k +4,946
39 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 19,53919.5k $620.6k $620.6k 0.01% Added +3.5k +3,528
40 Triumph Capital Management 0.11% of their portfolio DENVER, CO 19,42119.4k $616.8k $616.8k 0.11% Added +16.3k +16,278
41 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 19,10819.1k $606.9k $606.9k 0.00% Added +9.9k +9,855
42 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 17,62317.6k $559.7k $559.7k 0.03% Added +8.0k +8,004
43 ENDEAVOR PRIVATE WEALTH, INC. 0.13% of their portfolio TOPEKA, KS 16,21016.2k $514.8k $514.8k 0.13% Added +4.1k +4,052
44 Core Wealth Partners LLC 0.18% of their portfolio SANTA ROSA, CA 13,30013.3k $422.4k $422.4k 0.18% Reduced -4.8k -4,809
45 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 12,61612.6k $398.6k $398.6k 0.00% Reduced -2.1k -2,112
46 AFT, FORSYTH & COMPANY, INC. 0.18% of their portfolio JUPITER, FL 12,01012.0k $381.4k $381.4k 0.18% Added +426 +426
47 Aurora Private Wealth, Inc. 0.24% of their portfolio ROCKAWAY, NJ 11,80811.8k $375.0k $375.0k 0.24% New
48 WCG Wealth Advisors LLC 0.01% of their portfolio LAS VEGAS, NV 11,58611.6k $368.0k $368.0k 0.01% New
49 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 11,50011.5k $365.2k $365.2k 0.01% Reduced -100 -100
50 G&S Capital LLC 0.10% of their portfolio DENVER, CO 11,30911.3k $359.2k $359.2k 0.10% Added +12 +12
51 CALTON & ASSOCIATES, INC. 0.05% of their portfolio Tampa, FL 10,66810.7k $338.8k $338.8k 0.05% Reduced -3.6k -3,634
52 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,64710.6k $338.0k $338.0k 0.00% Reduced -4.0k -3,960
53 CHILTON CAPITAL MANAGEMENT LLC 0.01% of their portfolio HOUSTON, TX 10,44410.4k $331.7k $331.7k 0.01% Added +2.6k +2,565
54 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 9,9089.9k $314.7k $314.7k 0.00% Reduced -20.3k -20,318
55 NOVEM GROUP 0.03% of their portfolio Rochester, NY 9,8509.8k $312.8k $312.8k 0.03% New
56 Faithward Advisors, LLC 0.04% of their portfolio LANCASTER, PA 9,6579.7k $306.7k $306.7k 0.04% Added +592 +592
57 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 9,1779.2k $291.5k $291.5k 0.01% New
58 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 8,8908.9k $282.3k $282.3k 0.00% New
59 Mission Financial Group, LLC 0.23% of their portfolio HONOLULU, HI 8,7998.8k $279.4k $279.4k 0.23% First filing
60 Convergence Financial, LLC 0.02% of their portfolio COLUMBIA, MO 8,6328.6k $274.2k $274.2k 0.02% New
61 Balboa Wealth Partners 0.04% of their portfolio SCOTTSDALE, AZ 8,2848.3k $263.1k $263.1k 0.04% Reduced -99 -99
62 Inspire Advisors, LLC 0.02% of their portfolio Meridian, ID 7,5237.5k $238.9k $238.9k 0.02% New
63 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 7,2617.3k $230.6k $230.6k 0.01% New
64 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 6,8536.9k $217.7k $217.7k 0.00% New
65 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 6,5736.6k $208.8k $208.8k 0.00% Added +1.1k +1,105
66 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% of their portfolio CONCORD, MA 6,5256.5k $207.2k $207.2k 0.02% New
67 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 6,4706.5k $205.0k $205.0k 0.01% New
68 SteelPeak Wealth, LLC 0.01% of their portfolio WOODLAND HILLS, CA 6,3356.3k $201.2k $201.2k 0.01% Reduced -2.8k -2,750
69 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 4,5704.6k $145.1k $145.1k 0.00% Unchanged
70 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 3,4913.5k $109.4k $109.4k 0.01% New
71 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,1953.2k $101.5k $101.5k 0.00% Reduced -2 -2
72 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 2,0462.0k $65.0k $65.0k 0.00% Reduced -7.8k -7,767
73 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,0002.0k $63.5k $63.5k 0.00% New
74 Signature Equity Partners, LLC 0.02% of their portfolio COLUMBUS, OH 1,2741.3k $40.5k $40.5k 0.02% New
75 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 716716 $22.7k $22.7k 0.00% New
76 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 600600 $19.1k $19.1k 0.00% Unchanged
77 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 523523 $16.6k $16.6k 0.00% Unchanged
78 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 299299 $9.5k $9.5k 0.00% Added +221 +221
79 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 215215 $6.8k $6.8k 0.00% New
80 BELLEVUE ASSET MANAGEMENT, LLC 0.00% of their portfolio BELLEVUE, WA 208208 $6.6k $6.6k 0.00% New
81 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 149149 $4.7k $4.7k 0.00% Reduced -143 -143
82 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 130130 $4.1k $4.1k 0.00% Unchanged
83 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1818 $558 $558 0.00% New
84 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 1515 $477 $477 0.00% Reduced -3 -3