FT VEST TECHNOLOGY DIVIDEND (TDVI) Institutional Shareholders
FT VEST TECHNOLOGY DIVIDEND (TDVI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $177.63M in TDVI holdings during the latest filing period.
Luken Investment Analytics, Llc is currently the largest disclosed institutional shareholder of TDVI tracked by InsiderSet, reporting ownership valued at approximately $25.33M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $25.61M, representing an estimated gain of +1.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed TDVI value among the investors covered in this analysis. Major shareholders include Luken Investment Analytics, Llc, Lpl Financial Llc, Southern Capital Services Inc, and several other long-term asset managers with concentrated positions in FT VEST TECHNOLOGY DIVIDEND (TDVI).
This page ranks the largest institutional TDVI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
84
Total Reported Value
$177.63M
Largest Holder
Luken Investment Analytics, Llc
Largest Position
$25.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Luken Investment Analytics, Llc | 8.85% | 797,531 | $25,329,585 | $25,608,720 | +$279,135 | +1.10% | |
| Lpl Financial Llc | 0.01% | 748,794 | $23,781,689 | $24,043,775 | +$262,086 | +1.10% | |
| Southern Capital Services Inc | 9.66% | 542,063 | $17,215,921 | $17,405,643 | +$189,722 | +1.10% | |
| Cetera Investment Advisers | 0.01% | 444,365 | $14,113,033 | $14,268,560 | +$155,527 | +1.10% | |
| Royal Bank Of Canada | 0.00% | 440,877 | $14,002,000 | $14,156,560 | +$154,560 | +1.10% | |
| Raymond James Financial Inc | 0.00% | 417,623 | $13,263,706 | $13,409,875 | +$146,169 | +1.10% | |
| Osaic Holdings, Inc. | 0.01% | 184,671 | $5,865,728 | $5,929,786 | +$64,058 | +1.09% | |
| Independent Financial Group, Llc | 0.08% | 140,181 | $4,452,134 | $4,501,212 | +$49,078 | +1.10% | |
| Stifel Financial Corp | 0.00% | 134,233 | $4,263,274 | $4,310,222 | +$46,948 | +1.10% | |
| Envestnet Asset Management Inc | 0.00% | 122,017 | $3,875,269 | $3,917,966 | +$42,697 | +1.10% | |
| Triad Wealth Partners, Llc | 0.19% | 105,914 | $3,254,752 | $3,400,899 | +$146,147 | +4.49% | |
| Two Sigma Investments, Lp | 0.00% | 100,900 | $3,204,584 | $3,239,899 | +$35,315 | +1.10% | |
| Commonwealth Equity Services, Llc | 0.00% | 96,763 | $3,073,190 | $3,107,060 | +$33,870 | +1.10% | |
| Sequent Planning Llc | 0.57% | 84,555 | $2,685,472 | $2,715,061 | +$29,589 | +1.10% | |
| Private Advisor Group, Llc | 0.01% | 82,774 | $2,628,904 | $2,657,873 | +$28,969 | +1.10% | |
| Arax Advisory Partners | 0.02% | 80,508 | $2,556,935 | $2,585,112 | +$28,177 | +1.10% | |
| First Trust Advisors Lp | 0.00% | 73,320 | $2,328,643 | $2,354,305 | +$25,662 | +1.10% | |
| Gladstone Institutional Advisory Llc | 0.07% | 66,454 | $2,110,579 | $2,133,838 | +$23,259 | +1.10% | |
| Mgo One Seven Llc | 0.03% | 58,213 | $1,848,845 | $1,869,219 | +$20,374 | +1.10% | |
| Integrated Wealth Concepts Llc | 0.01% | 45,267 | $1,437,740 | $1,453,523 | +$15,783 | +1.10% | |
| Stephens Inc | 0.01% | 39,935 | $1,268,349 | $1,282,313 | +$13,964 | +1.10% | |
| Capital Investment Advisory Services, Llc | 0.08% | 38,685 | $1,228,638 | $1,242,175 | +$13,537 | +1.10% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 36,522 | $1,159,939 | $1,172,721 | +$12,782 | +1.10% | |
| Harbour Investments, Inc. | 0.01% | 32,954 | $1,046,619 | $1,058,153 | +$11,534 | +1.10% | |
| Old Mission Capital Llc | 0.03% | 32,884 | $1,044,395 | $1,055,905 | +$11,510 | +1.10% | |
| Owen Larue, Llc | 0.34% | 30,936 | $982,527 | $993,355 | +$10,828 | +1.10% | |
| Intrua Financial, Llc | 0.09% | 30,151 | $957,591 | $968,149 | +$10,558 | +1.10% | |
| Benson Wealth Management Inc | 0.94% | 29,294 | $930,377 | $940,630 | +$10,253 | +1.10% | |
| Susquehanna International Group, Llp | 0.00% | 29,042 | $922,374 | $932,539 | +$10,165 | +1.10% | |
| Rfg Advisory, Llc | 0.01% | 28,880 | $917,227 | $927,337 | +$10,110 | +1.10% | |
| Jane Street Group, Llc | 0.00% | 26,755 | $849,739 | $859,103 | +$9,364 | +1.10% | |
| Concurrent Investment Advisors, Llc | 0.01% | 24,875 | $790,032 | $798,736 | +$8,704 | +1.10% | |
| Rivertree Advisors, Llc | 0.44% | 23,437 | $744,359 | $752,562 | +$8,203 | +1.10% | |
| Uniting Wealth Partners, Llc | 0.14% | 21,899 | $695,512 | $703,177 | +$7,665 | +1.10% | |
| Marshall Wace, Llp | 0.00% | 21,374 | $678,838 | $686,319 | +$7,481 | +1.10% | |
| Advisory Advocates, Llc | 0.55% | 20,330 | $645,681 | $652,796 | +$7,115 | +1.10% | |
| Accel Wealth Management | 0.14% | 20,266 | $643,647 | $650,741 | +$7,094 | +1.10% | |
| Iht Wealth Management, Llc | 0.01% | 19,539 | $620,555 | $627,397 | +$6,842 | +1.10% | |
| Triumph Capital Management | 0.11% | 19,421 | $616,811 | $623,608 | +$6,797 | +1.10% | |
| Newedge Advisors, Llc | 0.00% | 19,108 | $606,870 | $613,558 | +$6,688 | +1.10% | |
| Greenberg Financial Group | 0.22% | 18,820 | $597,723 | $604,310 | +$6,587 | +1.10% | |
| Silver Oak Securities, Incorporated | 0.03% | 17,623 | $559,691 | $565,875 | +$6,184 | +1.10% | |
| Endeavor Private Wealth, Inc. | 0.13% | 16,210 | $514,830 | $520,503 | +$5,673 | +1.10% | |
| Sunbelt Securities, Inc. | 0.03% | 18,096 | $480,617 | $581,063 | +$100,446 | +20.90% | |
| Core Wealth Partners Llc | 0.18% | 13,300 | $422,408 | $427,063 | +$4,655 | +1.10% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 12,616 | $398,554 | $405,100 | +$6,546 | +1.64% | |
| Aft, Forsyth & Company, Inc. | 0.18% | 12,010 | $381,443 | $385,641 | +$4,198 | +1.10% | |
| Wcg Wealth Advisors Llc | 0.01% | 11,586 | $367,965 | $372,026 | +$4,061 | +1.10% | |
| Arkadios Wealth Advisors | 0.01% | 11,500 | $365,240 | $369,265 | +$4,025 | +1.10% | |
| G&S Capital Llc | 0.10% | 11,309 | $359,171 | $363,132 | +$3,961 | +1.10% |
Frequently asked questions about TDVI
Who owns the most TDVI stock?
The largest holders of TDVI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FT VEST TECHNOLOGY DIVIDEND (TDVI).
Is TDVI widely held by superinvestors?
Many widely followed stocks like TDVI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TDVI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.