TDVI FIRST TR EXCHANGE-TRADED FD: institutional ownership and insider trading

92 funds reported holding $195M of FIRST TR EXCHANGE-TRADED FD in their latest 13F filings; in Q2 2026 funds net bought $29.0M, with 24 new positions and 2 funds selling out.

Famous investors holding TDVI

Largest institutional holders of TDVI

  1. Luken Investment Analytics, LLC — $25.3M
  2. LPL Financial LLC — $23.8M
  3. SOUTHERN CAPITAL SERVICES INC /ADV — $16.8M
  4. Cetera Investment Advisers — $14.1M
  5. ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $14.0M
  6. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $13.3M
  7. Bullseye Investment Management, LLC — $8.41M
  8. OSAIC HOLDINGS, INC. — $5.87M
  9. INDEPENDENT FINANCIAL GROUP, LLC — $5.26M
  10. STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) — $4.26M

5%+ owners

All TDVI 13F holders