FIRST TR EXCHANGE TRADED FD

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TDIV·33738R118·US·ETF·Unknown - Unknown

TDIV (FIRST TR EXCHANGE TRADED FD) is held by 93 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($316M), MORGAN STANLEY ($217.2M), BANK OF AMERICA CORP /DE/ ($171.3M). Net institutional sentiment: Mixed.

93

Holders

(16 Elite)

$1.9B

Total Value

58% (89)

Consensus

52 buying - 37 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)71

Insider (Form 4)39

Activist (13D/13G)38

Congressional (STOCK Act)63

Holder Quality

44

★★★★★

Elite

82

★★★★

Strong

52

★★★

Solid

10

★★

Below

51

★

Weak

Held by 93 funds

16 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for TDIV.

Top Holders

Top Holders (93)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	2.8M(-1.8%)	$316M	0.1%	+92.19%	0
MORGAN STANLEY	Increased	1.9M(+3.5%)	$217.2M	0.0%	+51.47%	32
BANK OF AMERICA CORP /DE/	Increased	1.5M(+0.4%)	$171.3M	0.0%	+44.48%	30
RAYMOND JAMES FINANCIAL INC	Increased	1.5M(+4.0%)	$167.1M	0.0%	+40.66%	32
WELLS FARGO & COMPANY/MN	Decreased	1.4M(-0.7%)	$156.5M	0.0%	+81.53%	0
UBS Group AG	Decreased	1.1M(-1.4%)	$120.8M	0.0%	+132.93%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	838,304(+9.3%)	$96.3M	0.0%	+67.02%	33
ROYAL BANK OF CANADA	Increased	584,384(+8.0%)	$67.1M	0.0%	+32.11%	32
AMERIPRISE FINANCIAL INC	Increased	583,104(+5.3%)	$67M	0.0%	+68.32%	31
Cetera Investment Advisers	Decreased	483,646(-1.3%)	$55.6M	0.1%	+78.21%	0
NewEdge Advisors, LLC	Increased	424,544(+6.8%)	$48.8M	0.1%	+34.65%	37
OSAIC HOLDINGS, INC.	Increased	374,553(+6.1%)	$43M	0.1%	+96.62%	31
STIFEL FINANCIAL CORP	Decreased	288,653(-3.1%)	$33.2M	0.0%	+103.82%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	286,653(-25.3%)	$32.9M	0.0%	+102.27%	0
Creative Planning	Decreased	265,998(-1.5%)	$30.6M	0.0%	+176.23%	0
&PARTNERS	Decreased	238,721(-4.4%)	$27.5M	0.1%	+31.86%	0
TRUIST FINANCIAL CORP	Increased	187,304(+92.1%)	$21.5M	0.0%	+24.63%	45
ASSETMARK, INC	Decreased	169,915(-7.8%)	$19.5M	0.0%	+58.11%	0
D.A. DAVIDSON & CO.	Decreased	156,631(-1.1%)	$18M	0.1%	+127.42%	0
TWO SIGMA INVESTMENTS, LP	New	156,576	$18M	0.0%	-0.18%	39

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TDIVFIRST TR EXCHANGE TRADED FD

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer