FT Vest Technology DividendTDVIETF

13F holders, Q1 2026 (March 31)
65holders
6new positions
5sold out
$26.56avg. 13F price*

At the end of Q1 2026, 65 institutions reported holding FT Vest Technology Dividend (TDVI) in their 13F filings, unchanged from Q4 2025. 6 opened new positions and 5 sold out. The largest holders were Luken Investment Analytics, LLC ($21.5M), Southern Capital Services Inc. ($14.9M) and LPL Financial LLC ($12.2M).

Company
FT Vest Technology Dividend
Filed as
FIRST TR EXCHANGE-TRADED FD (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions6$827K
Exits5$3.6M

All 13F filers, Q4 2025 → Q1 2026: 473,274 shares bought and 252,761 shares sold, net +220,513 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 65 holders

Luken Investment Analytics, LLC 8.24% Reduce -4.0% 810,557 $21.5M
Southern Capital Services Inc. 9.55% Add +2.5% 559,518 $14.9M
LPL Financial LLC 0.00% Add +13.3% 460,884 $12.2M
Royal Bank of Canada 0.00% Add +4.9% 408,277 $10.8M
Raymond James Financial Inc. 0.00% Add +18.7% 406,234 $10.8M
Cetera Investment Advisers 0.01% Reduce -3.7% 313,888 $8.3M
Independent Financial Group, LLC 0.12% Add +7.3% 207,309 $5.5M
Stifel Financial Corp. 0.01% Add +13.3% 204,276 $5.4M
Bullseye Investment Management, LLC 2.91% Add +12.0% 203,766 $5.4M
Envestnet Asset Management Inc. 0.00% Reduce -1.1% 183,776 $4.9M
Osaic Holdings, Inc. 0.01% Add +1.4% 157,588 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -13.8% 99,088 $2.6M
Sequent Planning LLC 0.58% Add +6.7% 90,157 $2.4M
Commonwealth Equity Services, LLC 0.00% Add +80.4% 76,874 $2.0M
Private Advisor Group, LLC 0.01% Add +9.5% 72,691 $1.9M
First Trust Advisors LP 0.00% Add +30.2% 69,437 $1.8M
Gladstone Institutional Advisory LLC 0.07% Add +173.0% 67,099 $1.8M
Arax Advisory Partners 0.04% Add +4.9% 57,586 $1.5M
Capital Investment Advisory Services, LLC 0.08% Add +11.9% 38,812 $1.0M
Integrated Wealth Concepts LLC 0.01% Add +62.4% 35,963 $955K
Stratos Wealth Partners, LTD. 0.01% Add +6.0% 34,395 $914K
Stephens Inc. 0.01% Add +14.8% 31,879 $847K
RiverTree Advisors, LLC 0.52% Reduce -42.4% 31,121 $827K
Kestra Advisory Services, LLC 0.00% Add +774.3% 30,226 $803K
Intrua Financial, LLC 0.08% Reduce -3.7% 28,844 $766K
Susquehanna International Group, LLP 0.00% Reduce -25.3% 24,892 $661K
Harbour Investments, Inc. 0.01% Add +93.3% 21,242 $564K
Concurrent Investment Advisors, LLC 0.01% Add +96.5% 21,140 $561K
Core Wealth Partners LLC 0.22% Reduce -3.6% 18,109 $481K
Sunbelt Securities, Inc. 0.03% Add +47.1% 18,096 $481K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +125.4% 17,130 $455K
Owen LaRue, LLC 0.17% Add +101.8% 16,665 $443K
IHT Wealth Management, LLC 0.01% Add +80.0% 16,011 $425K
Accel Wealth Management 0.11% New 15,320 $407K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -33.0% 14,728 $394K
Janney Montgomery Scott LLC 0.00% Reduce -5.3% 14,607 $388K
Calton & Associates, Inc. 0.05% Reduce -5.2% 14,302 $380K
Advisory Advocates, LLC 0.35% Add +1.6% 12,730 $338K
Endeavor Private Wealth, Inc. 0.09% Add +21.5% 12,158 $323K
Arkadios Wealth Advisors 0.01% Reduce -3.0% 11,600 $308K
Aft, Forsyth & Company, Inc. 0.14% Add +11.2% 11,584 $308K
G&S Capital LLC 0.11% Add +18.3% 11,297 $300K
RFG Advisory, LLC 0.01% Reduce -1.8% 11,143 $296K
CoreCap Advisors, LLC 0.01% Add +23.4% 9,813 $261K
Silver Oak Securities, Incorporated 0.02% Add +7.9% 9,619 $255K
NewEdge Advisors, LLC 0.00% Add +2201.7% 9,253 $246K
Mgo One Seven LLC 0.00% Add +14.0% 9,127 $242K
SteelPeak Wealth, LLC 0.01% Reduce -55.6% 9,085 $241K
Faithward Advisors, LLC 0.03% Add +0.1% 9,065 $241K
Balboa Wealth Partners 0.04% Add +4.3% 8,383 $223K
Uniting Wealth Partners, LLC 0.04% New 7,915 $210K
Chilton Capital Management LLC 0.01% No change 7,879 $209K
Steward Partners Investment Advisory, LLC 0.00% New 5,468 $145K
Benson Wealth Management INC 0.20% Reduce -39.4% 5,392 $143K
Larson Financial Group LLC 0.00% No change 4,570 $121K
AE Wealth Management LLC 0.00% Add +53.3% 3,197 $85K
Triumph Capital Management 0.02% Reduce -6.0% 3,143 $83K
Advisory Services Network, LLC 0.00% New 1,774 $47K
IFP Advisors, Inc 0.00% No change 600 $16K
O'shaughnessy Asset Management, LLC 0.00% New 523 $14K
Rossby Financial, LCC 0.00% Add +96.0% 292 $8K
Smartleaf Asset Management LLC 0.00% New 130 $3K
SBI Securities Co., Ltd. 0.00% Add +34.5% 78 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 18 $479
Cwm, LLC 0.00% No change 6 $159

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