TDVI

FIRST TRUST
$27.11-0.46 (-1.67%)BATS

Institutional Holders

50

as of Q4 2025

Total Shares Held

8.446674067763894e+228B

Total Value

$2.3431110001000095e+146T

% of Float

Price History

$19.66$22.12$24.58$27.04$29.50Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Luken Investment Analytics, LLC844,667$23.4M9.25%Share
2LPL Financial LLC406,776$11.0M0.00%Share
3ROYAL BANK OF CANADA389,270$10.0M0.00%Share
4Cetera Investment Advisers325,875$9.0M0.01%Share
5RAYMOND JAMES FINANCIAL INC326,517$9.0M0.00%Share
6Bullseye Investment Management, LLC236,560$5.3M3.22%Share
7STIFEL FINANCIAL CORP180,299$5.0M0.00%Share
8ENVESTNET ASSET MANAGEMENT INC185,811$5.0M0.00%Share
9OSAIC HOLDINGS, INC.147,271$4.0M0.01%Share
10Cambridge Investment Research Advisors, Inc.114,891$3.0M0.01%Share
11Sequent Planning LLC84,485$2.3M0.60%Share
12PRECEDENT WEALTH PARTNERS, LLC59,958$1.7M0.35%Share
13RiverTree Advisors, LLC54,014$1.5M0.96%Share
14FIRST TRUST ADVISORS LP53,327$1.0M0.00%Share
15COMMONWEALTH EQUITY SERVICES, LLC42,613$1.0M0.00%Share
16Private Advisor Group, LLC66,375$1.0M0.00%Share
17Arax Advisory Partners54,893$1.0M0.03%Share
18Capital Investment Advisory Services, LLC34,696$962K0.07%Share
19Stratos Wealth Partners, LTD.32,464$900K0.01%Share
20Jaffetilchin Investment Partners, LLC31,988$887K0.05%Share
21Intrua Financial, LLC29,950$830K0.09%Share
22STEPHENS INC /AR/27,767$770K0.01%Share
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC21,976$627K0.00%Share
24SteelPeak Wealth, LLC20,450$567K0.02%Share
25Core Wealth Partners LLC18,792$521K0.23%Share
26CALTON & ASSOCIATES, INC.15,080$418K0.06%Share
27Sunbelt Securities, Inc.12,304$341K0.02%Share
28RFG Advisory, LLC11,343$314K0.01%Share
29HARBOUR INVESTMENTS, INC.10,990$304K0.01%Share
30Concurrent Investment Advisors, LLC10,761$298K0.00%Share
31ENDEAVOR PRIVATE WEALTH, INC.10,008$277K0.08%Share
32G&S Capital LLC9,552$264K0.09%Share
33Faithward Advisors, LLC9,058$251K0.04%Share
34SILVER OAK SECURITIES, INCORPORATED8,914$249K0.02%Share
35Benson Wealth Management INC8,857$245K0.27%Share
36Owen LaRue, LLC8,257$229K0.09%Share
37MGO ONE SEVEN LLC8,004$222K0.00%Share
38Balboa Wealth Partners8,036$222K0.04%Share
39CoreCap Advisors, LLC7,949$220K0.01%Share
40CHILTON CAPITAL MANAGEMENT LLC7,879$218K0.01%Share
41Patriot Financial Group Insurance Agency, LLC7,599$210K0.02%Share
42GREENBERG FINANCIAL GROUP7,250$201K0.08%Share
43Triumph Capital Management3,343$92K0.02%Share
44AE Wealth Management LLC2,085$57K0.00%Share
45Rossby Financial, LCC149$4K0.00%Share
46SBI Securities Co., Ltd.58$1K0.00%Share
47Benson Wealth Management INC38$1K0.00%Share
48Integrated Wealth Concepts LLC22,141$00.00%Share
49Arkadios Wealth Advisors2,200$00.00%Share
50AFT, FORSYTH & COMPANY, INC.10,414$00.00%Share