FT Vest Technology DividendTDVIETF

13F holders, Q4 2025 (December 31)
65holders +18
18new positions
4sold out
$27.74avg. 13F price*

At the end of Q4 2025, 65 institutions reported holding FT Vest Technology Dividend (TDVI) in their 13F filings, up 18 from Q3 2025. 18 opened new positions and 4 sold out. The largest holders were Luken Investment Analytics, LLC ($23.4M), Southern Capital Services Inc. ($15.1M) and LPL Financial LLC ($11.3M).

Company
FT Vest Technology Dividend
Filed as
FIRST TR EXCHANGE-TRADED FD (Q4 2025)
CUSIP
33738D812
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 9Q1 2024Q2 2024: 18Q2 2024Q3 2024: 17Q3 2024Q4 2024: 18Q4 2024Q1 2025: 31Q1 2025Q2 2025: 37Q2 2025Q3 2025: 47Q3 2025Q4 2025: 65Q4 2025Q1 2026: 65Q1 2026Q2 2026: 85Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions18$8.1M
Exits4$1.2M

All 13F filers, Q3 2025 → Q4 2025: 1,302,727 shares bought and 441,779 shares sold, net +860,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 65 holders

Luken Investment Analytics, LLC 9.25% Reduce -17.6% 844,667 $23.4M
Southern Capital Services Inc. 9.54% — 545,758 $15.1M
LPL Financial LLC 0.00% Add +44.3% 406,776 $11.3M
Royal Bank of Canada 0.00% Add +558.5% 389,270 $10.8M
Raymond James Financial Inc. 0.00% Add +30.3% 342,300 $9.5M
Cetera Investment Advisers 0.01% Reduce -25.2% 325,875 $9.0M
Independent Financial Group, LLC 0.12% Add +52.5% 193,138 $5.4M
Envestnet Asset Management Inc. 0.00% Reduce -1.0% 185,811 $5.2M
Bullseye Investment Management, LLC 2.63% Reduce -23.1% 181,968 $5.0M
Stifel Financial Corp. 0.00% Add +665.9% 180,299 $5.0M
Osaic Holdings, Inc. 0.01% Add +64.1% 155,442 $4.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +220.7% 114,891 $3.2M
Sequent Planning LLC 0.60% New 84,485 $2.3M
Private Advisor Group, LLC 0.01% Add +4.0% 66,375 $1.8M
Precedent Wealth Partners, LLC 0.35% Add +7.4% 59,958 $1.7M
Arax Advisory Partners 0.04% New 54,893 $1.5M
RiverTree Advisors, LLC 0.96% Reduce -0.9% 54,014 $1.5M
First Trust Advisors LP 0.00% Add +74.3% 53,327 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +141.6% 42,613 $1.2M
Capital Investment Advisory Services, LLC 0.07% Add +10.2% 34,696 $962K
Susquehanna International Group, LLP 0.00% New 33,318 $924K
Stratos Wealth Partners, LTD. 0.01% Add +28.9% 32,464 $901K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -25.0% 31,988 $887K
Intrua Financial, LLC 0.09% Add +36.2% 29,950 $831K
Stephens Inc. 0.01% Add +1.6% 27,767 $770K
Gladstone Institutional Advisory LLC 0.03% New 24,575 $682K
Wealth Enhancement Advisory Services, LLC 0.00% Add +17.4% 21,976 $627K
Integrated Wealth Concepts LLC 0.01% Add +94.1% 22,141 $614K
HUB Investment Partners, LLC 0.02% New 22,072 $612K
SteelPeak Wealth, LLC 0.02% Reduce -39.3% 20,450 $567K
Core Wealth Partners LLC 0.23% Add +3.4% 18,792 $521K
Janney Montgomery Scott LLC 0.00% Reduce -14.3% 15,430 $428K
Calton & Associates, Inc. 0.06% Add +34.7% 15,080 $418K
Advisory Advocates, LLC 0.35% — 12,530 $348K
Sunbelt Securities, Inc. 0.02% Add +40.4% 12,304 $341K
Arkadios Wealth Advisors 0.01% Add +19.5% 11,958 $332K
RFG Advisory, LLC 0.01% Reduce -4.1% 11,343 $315K
Harbour Investments, Inc. 0.01% Reduce -5.2% 10,990 $305K
Concurrent Investment Advisors, LLC 0.00% Add +52.6% 10,761 $299K
Aft, Forsyth & Company, Inc. 0.12% New 10,414 $289K
Endeavor Private Wealth, Inc. 0.08% New 10,008 $278K
G&S Capital LLC 0.09% Add +35.0% 9,552 $265K
Faithward Advisors, LLC 0.04% Reduce -40.5% 9,058 $251K
Silver Oak Securities, Incorporated 0.02% Add +4.6% 8,914 $249K
Jane Street Group, LLC 0.00% Reduce -69.2% 8,966 $249K
Benson Wealth Management INC 0.27% — 8,895 $247K
IHT Wealth Management, LLC 0.01% New 8,893 $247K
Mariner, LLC 0.00% New 8,259 $229K
Owen LaRue, LLC 0.09% New 8,257 $229K
Balboa Wealth Partners 0.04% New 8,036 $223K
Mgo One Seven LLC 0.00% Add +10.9% 8,004 $222K
CoreCap Advisors, LLC 0.01% Add +2844.1% 7,949 $221K
Chilton Capital Management LLC 0.01% New 7,879 $219K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -1.0% 7,599 $211K
Greenberg Financial Group 0.08% — 7,250 $201K
Larson Financial Group LLC 0.00% New 4,570 $127K
Kestra Advisory Services, LLC 0.00% New 3,457 $96K
Triumph Capital Management 0.02% New 3,343 $93K
AE Wealth Management LLC 0.00% No change 2,085 $58K
IFP Advisors, Inc 0.00% No change 600 $17K
NewEdge Advisors, LLC 0.00% New 402 $11K
Rossby Financial, LCC 0.00% No change 149 $4K
SBI Securities Co., Ltd. 0.00% New 58 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 18 $500
Cwm, LLC 0.00% New 6 $0

"% of holder's portfolio" is TDVI's weight in each manager's 13F, not the share of FT Vest Technology Dividend the manager owns.