Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

TDTDVI
9 quarters

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

Yes. Wealth Enhancement Advisory Services holds 18,123 shares of TDVI, worth $566,353, as of its Q3 2026 13F filing. It increased the position by 5,507 shares (+43.7%) from Q2 2026. Wealth Enhancement Advisory Services has held TDVI since Q1 2025, across 7 quarterly 13F filings.

Current Value

$566,353

Current Shares

18,123

Total Value Change

+$138,420

Total Shares Change

+403

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
18,123
+43.6%
$566,3530.0%$30.58
33
2026-Q2
Decreased
12,616
-14.3%
$398,5540.0%$30.94
0
2026-Q1
Decreased
14,728
-33.0%
$394,4110.0%$25.36
0
2025-Q4
Increased
21,976
+17.4%
$627,1850.0%$25.96
28
2025-Q3
Increased
18,717
+89.8%
$540,5560.0%$26.28
38
2025-Q2
Decreased
9,863
-14.1%
$270,0570.0%$24.08
0
2025-Q1
New
11,476
-
$256,3680.0%$19.68
32
2024-Q3
Exited
0
-100.0%
$00.0%$21.15
0
2024-Q2
New
17,720
-
$427,9330.0%$20.03
33

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used