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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

Yes. Steward Partners Investment Advisory holds 6,573 shares of TDVI, worth $208,758, as of its Q2 2026 13F filing. It increased the position by 1,105 shares (+20.2%) from Q1 2026. Steward Partners Investment Advisory has held TDVI since Q1 2026, across 2 quarterly 13F filings.

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%$30.94
27
2026-Q1
New
5,468
-
$145,2300.0%$25.36
31

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

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