Who Owns TDVI?
FIRST TRUST — Institutional Ownership & 13F Holdings
$29.73
-0.35 (-1.16%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
28
Total Inst. Value
$30.1M
% of Float Held
—
QoQ Holder Change
+22
Institutional data as of Q1 2025
New Positions
13
Closed Positions
1
Increased
12
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Luken Investment Analytics, LLCNew | $7.0M | 312,154 |
| 2 | Cetera Investment Advisers | $6.2M | 276,295 |
| 3 | Bullseye Investment Management, LLC | $5.3M | 236,560 |
| 4 | Snowden Capital Advisors LLC | $1.8M | 78,607 |
| 5 | Private Advisor Group, LLCNew | $1.4M | 61,821 |
| 6 | PRECEDENT WEALTH PARTNERS, LLCNew | $895K | 40,084 |
| 7 | Cambridge Investment Research Advisors, Inc. | $815K | 36,500 |
| 8 | CITADEL ADVISORS LLCNew | $805K | 36,024 |
| 9 | Arax Advisory Partners | $692K | 30,969 |
| 10 | Janney Montgomery Scott LLCNew | $675K | 30,194 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Luken Investment Analytics, LLCNew | +312K | $7.0M |
| Cetera Investment Advisers | +208K | $6.2M |
| Snowden Capital Advisors LLC | +6K | $1.8M |
| Private Advisor Group, LLCNew | +62K | $1.4M |
| PRECEDENT WEALTH PARTNERS, LLCNew | +40K | $895K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CoreCap Advisors, LLC | -4K | $6K |
| Bullseye Investment Management, LLC | -1K | $5.3M |
Frequently Asked Questions
How many institutional investors hold TDVI?
As of Q1 2025, 28 institutional investors report holding TDVI (FIRST TRUST) in their 13F filings.
Which hedge fund owns the most TDVI?
The largest institutional holder of TDVI is Luken Investment Analytics, LLC with $7.0M in shares.
Are institutions buying or selling TDVI?
This quarter, 13 institutions opened new positions in TDVI and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.