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TDTDVI
4 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in FIRST TR EXCHANGE-TRADED FD

AE Wealth Management LLC holds 3,195 shares of TDVI (FIRST TR EXCHANGE-TRADED FD), worth $101,462 as of 2026-Q2. The position was decreased (-0.1% shares). TDVI represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$101,462

Current Shares

3,195

Total Value Change

+$41,727

Total Shares Change

+1,110

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3,195
-0.1%
$101,4620.0%$31.34
0
2026-Q1
Increased
3,197
+53.3%
$84,9150.0%$25.70
30
2025-Q4
Unchanged
2,085
0.0%
$57,8380.0%$26.30
0
2025-Q3
New
2,085
-
$59,7350.0%$26.63
29

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

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