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TDTDVI
2 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in FIRST TR EXCHANGE-TRADED FD

Steward Partners Investment Advisory, LLC holds 6,573 shares of TDVI (FIRST TR EXCHANGE-TRADED FD), worth $208,758 as of 2026-Q2. The position was increased (+20.2% shares). TDVI represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$208,758

Current Shares

6,573

Total Value Change

+$63,528

Total Shares Change

+1,105

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6,573
+20.2%
$208,7580.0%$31.34
27
2026-Q1
New
5,468
-
$145,2300.0%$25.70
31

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

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