DOSSIER · 13F Holders · Q1 2026
TDVI

FIRST TR EXCHANGE-TRADED FD

71 institutions still hold FIRST TR EXCHANGE-TRADED FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738D812·71 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$124M
visible holders
Holders
71
filers reporting
Concentration
17.35%
Luken Investment Analytics, LLC #1
top holder share
AI Holders Summary · Q1 2026

71 institutions reported TDVI in Q1 2026. Luken Investment Analytics, LLC leads at 17.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Luken Investment Analytics, LLC
CIK 0001730546
$22M811K8.24%Q1 2026
02
SOUTHERN CAPITAL SERVICES INC /ADV
CIK 0000711987
$17M542K9.66%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$12M461K0.00%Q1 2026
04
ROYAL BANK OF CANADA
CIK 0001000275
$11M408K0.00%Q1 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M406K0.00%Q1 2026
06
Cetera Investment Advisers
CIK 0001666741
$8M314K0.01%Q1 2026
07
STIFEL FINANCIAL CORP
CIK 0000720672
$5M204K0.01%Q1 2026
08
Bullseye Investment Management, LLC
CIK 0001912451
$5M237K3.22%Q3 2025
09
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M184K0.00%Q1 2026
10
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$4M140K0.08%Q2 2026
11
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M158K0.01%Q1 2026
12
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$4M133K0.02%Q2 2025
13
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M99K0.01%Q1 2026
14
Sequent Planning LLC
CIK 0002009724
$2M90K0.58%Q1 2026
15
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M77K0.00%Q1 2026
16
Private Advisor Group, LLC
CIK 0001567755
$2M73K0.01%Q1 2026
17
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$2M69K0.00%Q1 2026
18
Gladstone Institutional Advisory LLC
CIK 0001766530
$2M67K0.07%Q1 2026
19
Arax Advisory Partners
CIK 0001586767
$2M58K0.04%Q1 2026
20
Capital Investment Advisory Services, LLC
CIK 0001659203
$1M39K0.08%Q2 2026
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