TDVI institutional holders

FT Vest Technology Dividend Target Income ETF · 88 reporting institutions · $182.9M reported value

Institutional holdings

Institutions reporting TDVI, largest first
InstitutionReported positionAdvisors at firmReport period
Luken Investment Analytics, LLC$25.3M52026-06-30
Lpl Financial LLC$23.8M23,4582026-06-30
Southern Capital Services Inc /adv$17.2M52026-06-30
Cetera Investment Advisers$14.1M10,3702026-06-30
Royal Bank of Canada$14M02026-06-30
Raymond James Financial Inc$13.3M02026-06-30
Osaic Holdings, Inc.$5.9M02026-06-30
Bullseye Investment Management, LLC$5.3M42025-09-30
Independent Financial Group, LLC$4.5M4812026-06-30
Stifel Financial Corp$4.3M02026-06-30
Envestnet Pmc$3.9M602026-06-30
Triad Wealth Partners, LLC$3.3M492026-06-30
Two Sigma Investments, LP$3.2M02026-06-30
Commonwealth Equity Services, LLC$3.1M2,8632026-06-30
Sequent Planning LLC$2.7M1002026-06-30
Private Advisor Group, LLC$2.6M9272026-06-30
Arax Advisory Partners$2.6M2322026-06-30
First Trust Advisors LP$2.3M6072026-06-30
Gladstone Institutional Advisory LLC$2.1M1082026-06-30
Mgo One Seven LLC$1.8M1182026-06-30
Integrated Wealth Concepts LLC$1.4M4802026-06-30
Stephens Inc /ar$1.3M2432026-06-30
Capital Investment Advisory Services, LLC$1.2M1032026-06-30
Stratos Wealth Partners, Ltd.$1.2M3862026-06-30
Harbour Investments, Inc.$1M2472026-06-30
Old Mission Capital LLC$1M02026-06-30
Owen Larue, LLC$982.5K42026-06-30
Intrua Financial, LLC$957.6K362026-06-30
Benson Wealth Management, Inc.$930.4K22026-06-30
Susquehanna International Group, LLP$922.4K02026-06-30
Rfg Advisory, LLC$917.2K1912026-06-30
Jane Street Group, LLC$849.7K02026-06-30
Concurrent Investment Advisors, LLC$790K3492026-06-30
Rivertree Advisors, LLC$744.4K22026-06-30
Uniting Wealth Partners$695.5K162026-06-30
Marshall Wace, LLP$678.8K02026-06-30
Advisory Advocates, LLC$645.7K72026-06-30
Accel Wealth Management$643.6K102026-06-30
Iht Wealth Management LLC$620.6K1592026-06-30
Triumph Capital Management$616.8K142026-06-30
Newedge Advisors$606.9K6012026-06-30
Silver Oak Securities, Incorporated$559.7K1172026-06-30
Endeavor Private Wealth, Inc.$514.8K122026-06-30
Sunbelt Securities, Inc.$480.6K632026-03-31
Core Wealth Partners LLC$422.4K52026-06-30
Wealth Enhancement Advisory Services, LLC$398.6K1,0262026-06-30
Aft, Forsyth & Company, Inc.$381.4K22026-06-30
Wcg Wealth Advisors LLC$368K1302026-06-30
Arkadios Wealth Advisors$365.2K2262026-06-30
G&S Capital LLC$359.2K62026-06-30
Calton & Associates, Inc.$338.8K1402026-06-30
Chilton Capital Management LLC$331.7K152026-06-30
Kestra Advisory Services, LLC$314.7K1,4792026-06-30
Novem Group$312.8K322026-06-30
Faithward Advisors, LLC$306.7K182026-06-30
Moors & Cabot, Inc.$291.5K822026-06-30
Equitable Holdings, Inc.$282.3K02026-06-30
Mission Financial Group, LLC$279.4K62026-06-30
Convergence Financial, LLC$274.2K292026-06-30
Balboa Wealth Partners, Inc.$263.1K262026-06-30
Inspire Advisors, LLC$238.9K752026-06-30
Snowden Capital Advisors LLC$230.6K1222026-06-30
Prime Capital Financial$217.7K2652026-06-30
Steward Partners Investment Advisory, LLC$208.8K4812026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$207.2K02026-06-30
Steelpeak Wealth, LLC$201.2K422026-06-30
Greenberg Financial Group$201.1K62025-12-31
Larson Financial Group LLC$145.1K672026-06-30
International Assets Investment Management, LLC$109.4K1222026-06-30
Ae Wealth Management LLC$101.5K4712026-06-30
Corecap Advisors, LLC$65K1182026-06-30
Morgan Stanley$63.5K23,1852026-06-30
Signature Equity Partners, LLC$40.5K342026-06-30
Creative Financial Designs Inc /adv$22.7K02026-06-30
Ifp Advisors, Inc$19.1K3182026-06-30
O'Shaughnessy Asset Management, LLC$16.6K582026-06-30
Sbi Securities Co., Ltd.$9.5K02026-06-30
Vanguard Advisers Inc$6.8K2,4692026-06-30
Bellevue Asset Management, LLC$6.6K22026-06-30
Rossby Financial, Lcc$4.7K312026-06-30
Smartleaf Asset Management LLC$4.1K92026-06-30
Cambridge Investment Research Advisors, Inc.$2.6K3,9402026-03-31
Jones Financial Companies LLLP$55802026-06-30
Dhjj Financial Advisors, Ltd.$47772026-06-30
Aurora Private Wealth, Inc.$375202026-06-30
Janney Montgomery Scott LLC$3381,3422026-06-30
Wedbush Securities Inc$2052202026-06-30
Cwm, LLC$1596672026-03-31

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30