13F Insight
DOSSIER · 13F Holders · Q2 2026
TDVI

FIRST TR EXCHANGE-TRADED FD

87 institutions still hold FIRST TR EXCHANGE-TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738D812·87 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$157M
visible holders
Holders
87
filers reporting
Concentration
16.10%
Luken Investment Analytics, LLC #1
top holder share
AI Holders Summary · Q2 2026

87 institutions reported TDVI in Q2 2026. Luken Investment Analytics, LLC leads at 16.1% 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
$25M798K8.85%Q2 202602
LPL Financial LLC
CIK 0001403438
$24M749K0.01%Q2 202603
SOUTHERN CAPITAL SERVICES INC /ADV
CIK 0000711987
$17M542K9.66%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$14M444K0.01%Q2 202605
ROYAL BANK OF CANADA
CIK 0001000275
$14M441K0.00%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M418K0.00%Q2 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M185K0.01%Q2 202608
Bullseye Investment Management, LLC
CIK 0001912451
$5M237K3.22%Q3 202509
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$4M140K0.08%Q2 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$4M134K0.00%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M122K0.00%Q2 202612
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$4M133K0.02%Q2 202513
Triad Wealth Partners, LLC
CIK 0002012717
$3M106K0.19%Q2 202614
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$3M101K0.00%Q2 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M97K0.00%Q2 202616
Sequent Planning LLC
CIK 0002009724
$3M85K0.57%Q2 202617
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M99K0.01%Q1 202618
Private Advisor Group, LLC
CIK 0001567755
$3M83K0.01%Q2 202619
Arax Advisory Partners
CIK 0001586767
$3M81K0.02%Q2 202620
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$2M73K0.00%Q2 2026
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