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TDTDVI
8 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in FIRST TR EXCHANGE-TRADED FD

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 12,616 shares of TDVI (FIRST TR EXCHANGE-TRADED FD), worth $398,554 as of 2026-Q2. The position was decreased (-14.3% shares). TDVI represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$398,554

Current Shares

12,616

Total Value Change

-$29,379

Total Shares Change

-5,104

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
12,616
-14.3%
$398,5540.0%$31.34
0
2026-Q1
Decreased
14,728
-33.0%
$394,4110.0%$25.70
0
2025-Q4
Increased
21,976
+17.4%
$627,1850.0%$26.30
28
2025-Q3
Increased
18,717
+89.8%
$540,5560.0%$26.63
38
2025-Q2
Decreased
9,863
-14.1%
$270,0570.0%$24.40
0
2025-Q1
New
11,476
-
$256,3680.0%$19.94
32
2024-Q3
Exited
0
-100.0%
$00.0%$21.43
0
2024-Q2
New
17,720
-
$427,9330.0%$20.29
33

Other major holders of TDVI: LPL Financial LLC, Cetera Investment Advisers, ROYAL BANK OF CANADA, RAYMOND JAMES FINANCIAL INC

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