FIRST TR EXCHANGE-TRADED FD (TDVI) is held by 24 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q2 2026.

Are institutions buying or selling TDVI?

In Q2 2026, 18 institutions opened or increased positions in FIRST TR EXCHANGE-TRADED FD while 5 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on TDVI?

HoldingsIntel scores FIRST TR EXCHANGE-TRADED FD across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 2 of the 4 carrying data for TDVI. In Q2 2026, the institutional leg showed net inflows: 18 buying versus 5 selling.

How many hedge funds hold TDVI?

24 institutional investors report holding FIRST TR EXCHANGE-TRADED FD (TDVI) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into TDVI?

As of Q2 2026, tracked institutions in FIRST TR EXCHANGE-TRADED FD show 18 buyers versus 5 sellers — net inflows.

FIRST TR EXCHANGE-TRADED FD

TDVI·33738D812·US·ETF-13D/G

Holders

(2 Elite)

$96.3M

Total Value

78% (23)

Consensus

18 buying - 5 selling

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

Smart Money Verdict

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Held by 24 funds

2 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists Jul 22, 2026 · Congress none

ActivistFTFirst Trust Portfolios L.P.47.6%Jul 22, 2026

ActivistFTFirst Trust Portfolios L.P.46.1%Jun 5, 2026

ActivistFTFirst Trust Portfolios L.P.37.6%Apr 22, 2026

View all activist filings

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	Action
LPL Financial LLC	Increased	748,794(+62.5%)	$23.8M	0.0%	+13.64%	41
Cetera Investment Advisers	Increased	444,365(+41.6%)	$14.1M	0.0%	+30.59%	37
ROYAL BANK OF CANADA	Increased	440,877(+8.0%)	$14M	0.0%	+20.02%	30
RAYMOND JAMES FINANCIAL INC	Increased	417,623(+2.8%)	$13.3M	0.0%	+17.87%	29
OSAIC HOLDINGS, INC.	Increased	184,671(+17.2%)	$5.9M	0.0%	+19.69%	32
STIFEL FINANCIAL CORP	Decreased	134,233(-34.3%)	$4.3M	0.0%	+19.13%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	122,017(-33.6%)	$3.9M	0.0%	+67.72%	0
TWO SIGMA INVESTMENTS, LP	New	100,900	$3.2M	0.0%	-0.15%	37
COMMONWEALTH EQUITY SERVICES, LLC	Increased	96,763(+25.9%)	$3.1M	0.0%	+15.13%	33
Private Advisor Group, LLC	Increased	82,774(+13.9%)	$2.6M	0.0%	+42.15%	30
FIRST TRUST ADVISORS LP	Increased	73,320(+5.6%)	$2.3M	0.0%	+21.35%	28
IWIntegrated Wealth Concepts LLC	Increased	45,269(+25.9%)	$1.4M	0.0%	+17.33%	31
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	29,042(+16.7%)	$922,374	0.0%	+15.81%	29
JANE STREET GROUP, LLC	New	26,755	$849,739	0.0%	-0.15%	34
MWMARSHALL WACE, LLP	New	21,374	$678,838	0.0%	-0.15%	34
NewEdge Advisors, LLC	Increased	19,108(+106.5%)	$606,870	0.0%	+9.35%	39
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	12,616(-14.3%)	$398,554	0.0%	+49.84%	0
Kestra Advisory Services, LLC	Decreased	9,908(-67.2%)	$314,687	0.0%	+21.46%	0
Equitable Holdings, Inc.	New	8,890	$282,348	0.0%	-0.15%	32
Steward Partners Investment Advisory, LLC	Increased	6,573(+20.2%)	$208,758	0.0%	+17.45%	27

Showing 1-20 of 24

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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

FIRST TR EXCHANGE-TRADED FD

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