FIRST TR EXCHANGE-TRADED FD

TDVI (FIRST TR EXCHANGE-TRADED FD) is held by 23 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($23.8M), Cetera Investment Advisers ($14.1M), ROYAL BANK OF CANADA ($14M). Net institutional sentiment: Bullish.

23

Holders

(2 Elite)

$96M

Total Value

77% (22)

Consensus

17 buying - 5 selling

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

TD

Smart Money Verdict

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Institutional (13F)60

Insider (Form 4)56

Activist (13D/13G)33

Congressional (STOCK Act)51

Holder Quality

70

★★★★★

Elite

40

★★★★

Strong

78

★★★

Solid

36

★★

Below

57

★

Weak

Held by 23 funds

2 elite

Who's Trading

Source dates: Price Aug 27, 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

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Top Holders

Top Holders (23)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	748,794(+62.5%)	$23.8M	0.0%	+11.75%	41
Cetera Investment Advisers	Increased	444,365(+41.6%)	$14.1M	0.0%	+24.56%	37
ROYAL BANK OF CANADA	Increased	440,877(+8.0%)	$14M	0.0%	+18.29%	30
RAYMOND JAMES FINANCIAL INC	Increased	417,623(+2.8%)	$13.3M	0.0%	+17.54%	29
OSAIC HOLDINGS, INC.	Increased	184,671(+17.2%)	$5.9M	0.0%	+17.11%	32
STIFEL FINANCIAL CORP	Decreased	134,233(-34.3%)	$4.3M	0.0%	+18.81%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	122,017(-33.6%)	$3.9M	0.0%	+62.03%	0
TWO SIGMA INVESTMENTS, LP	New	100,900	$3.2M	0.0%	-0.42%	37
COMMONWEALTH EQUITY SERVICES, LLC	Increased	96,763(+25.9%)	$3.1M	0.0%	+14.81%	33
Private Advisor Group, LLC	Increased	82,774(+13.9%)	$2.6M	0.0%	+41.19%	30
FIRST TRUST ADVISORS LP	Increased	73,320(+5.6%)	$2.3M	0.0%	+19.21%	28
IWIntegrated Wealth Concepts LLC	Increased	45,267(+25.9%)	$1.4M	0.0%	+16.22%	31
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	29,042(+16.7%)	$922,374	0.0%	+15.49%	29
JANE STREET GROUP, LLC	New	26,755	$849,739	0.0%	-0.42%	34
MWMARSHALL WACE, LLP	New	21,374	$678,838	0.0%	-0.42%	34
NewEdge Advisors, LLC	Increased	19,108(+106.5%)	$606,870	0.0%	+9.05%	39
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	12,616(-14.3%)	$398,554	0.0%	+32.36%	0
Kestra Advisory Services, LLC	Decreased	9,908(-67.2%)	$314,687	0.0%	+21.13%	0
Steward Partners Investment Advisory, LLC	Increased	6,573(+20.2%)	$208,758	0.0%	+17.13%	27
AE Wealth Management LLC	Decreased	3,195(-0.1%)	$101,462	0.0%	+18.65%	0

Showing 1-20 of 23

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TDTDVIFIRST TR EXCHANGE-TRADED FD

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