FT VEST TECHNOLOGY DIVIDEND TDVI
$30.82
-1.6% 52w: $23.57 – $35.32
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data23.5729.4435.32
Jun 20, 2025 Jul 2, 2026
Institutional holders
64
+0 QoQ
13F value
$129.2M
-0.3% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TDVI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Luken Investment Analytics, LLC | Wealth advisor | 810.6K | $21.5M | 8.2% | -4.0% |
| SOUTHERN CAPITAL SERVICES INC /ADV | Wealth advisor | 559.5K | $14.9M | 9.6% | +2.5% |
| LPL Financial LLC | Bank broker | 460.9K | $12.2M | 0.0% | +13.3% |
| ROYAL BANK OF CANADA | Bank broker | 408.3K | $10.8M | 0.0% | +4.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 406.2K | $10.8M | 0.0% | +18.7% |
| Cetera Investment Advisers | Wealth advisor | 313.9K | $8.3M | 0.0% | -3.7% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 207.3K | $5.5M | 0.1% | +7.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 204.3K | $5.4M | 0.0% | +13.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 183.8K | $4.9M | 0.0% | -1.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 157.6K | $4.2M | 0.0% | +1.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 99.1K | $2.6M | 0.0% | -13.8% |
| Sequent Planning LLC | Wealth advisor | 90.2K | $2.4M | 0.6% | +6.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 76.9K | $2.0M | 0.0% | +80.4% |
| Private Advisor Group, LLC | Wealth advisor | 72.7K | $1.9M | 0.0% | +9.5% |
| FIRST TRUST ADVISORS LP | Index provider | 69.4K | $1.8M | 0.0% | +30.2% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 67.1K | $1.8M | 0.1% | +173.0% |
| Arax Advisory Partners | Wealth advisor | 57.6K | $1.5M | 0.0% | +4.9% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 38.8K | $1.0M | 0.1% | +11.9% |
| Integrated Wealth Concepts LLC | Wealth advisor | 36.0K | $955K | 0.0% | +62.4% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 34.4K | $914K | 0.0% | +5.9% |
| STEPHENS INC /AR/ | Diversified mechanical | 31.9K | $847K | 0.0% | +14.8% |
| RiverTree Advisors, LLC | Wealth advisor | 31.1K | $827K | 0.5% | -42.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 30.2K | $803K | 0.0% | +774.3% |
| Intrua Financial, LLC | Wealth advisor | 28.8K | $766K | 0.1% | -3.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 24.9K | $661K | 0.0% | -25.3% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 21.2K | $564K | 0.0% | +93.3% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 21.1K | $561K | 0.0% | +96.5% |
| Core Wealth Partners LLC | Other | 18.1K | $481K | 0.2% | -3.6% |
| Sunbelt Securities, Inc. | Diversified mechanical | 18.1K | $481K | 0.0% | +47.1% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 17.1K | $455K | 0.0% | +125.4% |
| Owen LaRue, LLC | Wealth advisor | 16.7K | $443K | 0.2% | +101.8% |
| IHT Wealth Management, LLC | Wealth advisor | 16.0K | $425K | 0.0% | +80.0% |
| Accel Wealth Management | Wealth advisor | 15.3K | $407K | 0.1% | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 14.7K | $394K | 0.0% | -33.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 14.6K | $388K | 0.0% | -5.3% |
| CALTON & ASSOCIATES, INC. | Wealth advisor | 14.3K | $380K | 0.1% | -5.2% |
| Advisory Advocates, LLC | Other | 12.7K | $338K | 0.3% | +1.6% |
| ENDEAVOR PRIVATE WEALTH, INC. | Wealth advisor | 12.2K | $323K | 0.1% | +21.5% |
| Arkadios Wealth Advisors | Wealth advisor | 11.6K | $308K | 0.0% | -3.0% |
| AFT, FORSYTH & COMPANY, INC. ★2 | Fundamental diversified | 11.6K | $308K | 0.1% | +11.2% |
| G&S Capital LLC | Wealth advisor | 11.3K | $300K | 0.1% | +18.3% |
| RFG Advisory, LLC | Wealth advisor | 11.1K | $296K | 0.0% | -1.8% |
| CoreCap Advisors, LLC | Wealth advisor | 9.8K | $261K | 0.0% | +23.4% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 9.6K | $255K | 0.0% | +7.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 9.3K | $246K | 0.0% | +2201.7% |
| MGO ONE SEVEN LLC | Wealth advisor | 9.1K | $242K | 0.0% | +14.0% |
| SteelPeak Wealth, LLC | Other | 9.1K | $241K | 0.0% | -55.6% |
| Faithward Advisors, LLC | Other | 9.1K | $241K | 0.0% | +0.1% |
| Balboa Wealth Partners | Other | 8.4K | $223K | 0.0% | +4.3% |
| Uniting Wealth Partners, LLC | Wealth advisor | 7.9K | $210K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.