FT VEST TECHNOLOGY DIVIDEND (TDVI) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $121.46M 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 $21.53M in its March 31, 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 $26.07M, representing an estimated gain of +21.08% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed TDVI value among the investors covered in this analysis. Major shareholders include Luken Investment Analytics, Llc, Southern Capital Services Inc, Lpl Financial Llc, 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

66

Total Reported Value

$121.46M

Largest Holder

Luken Investment Analytics, Llc

Largest Position

$21.53M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

72

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Luken Investment Analytics, Llc8.24%810,557$21,528,394$26,067,513+$4,539,119+21.08%
Southern Capital Services Inc9.55%559,518$14,860,798$17,994,099+$3,133,301+21.08%
Lpl Financial Llc0.00%460,884$12,241,069$14,822,029+$2,580,960+21.08%
Royal Bank Of Canada0.00%408,277$10,844,000$13,130,188+$2,286,188+21.08%
Raymond James Financial Inc0.00%406,234$10,789,575$13,064,485+$2,274,910+21.08%
Cetera Investment Advisers0.01%313,888$8,336,879$10,094,638+$1,757,759+21.08%
Stifel Financial Corp0.00%204,276$5,425,541$6,569,516+$1,143,975+21.08%
Envestnet Asset Management Inc0.00%183,776$4,881,102$5,910,236+$1,029,134+21.08%
Osaic Holdings, Inc.0.01%157,588$4,185,790$5,068,030+$882,240+21.08%
Sequent Planning Llc0.58%90,157$2,394,561$2,899,449+$504,888+21.08%
Commonwealth Equity Services, Llc0.00%76,874$2,041,786$2,472,268+$430,482+21.08%
Private Advisor Group, Llc0.01%72,691$1,930,671$2,337,743+$407,072+21.08%
First Trust Advisors Lp0.00%69,437$1,844,246$2,233,094+$388,848+21.08%
Gladstone Institutional Advisory Llc0.07%67,099$1,782,172$2,157,904+$375,732+21.08%
Arax Advisory Partners0.04%57,586$1,529,485$1,851,966+$322,481+21.08%
Capital Investment Advisory Services, Llc0.08%38,812$1,030,845$1,248,194+$217,349+21.08%
Integrated Wealth Concepts Llc0.01%35,963$955,170$1,156,570+$201,400+21.09%
Stratos Wealth Partners, Ltd.0.01%34,395$913,543$1,106,143+$192,600+21.08%
Stephens Inc0.01%31,879$846,706$1,025,229+$178,523+21.08%
Rivertree Advisors, Llc0.52%31,121$826,574$1,000,851+$174,277+21.08%
Kestra Advisory Services, Llc0.00%30,226$802,790$972,068+$169,278+21.09%
Intrua Financial, Llc0.08%28,844$766,105$927,623+$161,518+21.08%
Advisory Advocates, Llc0.35%25,260$685,691$812,362+$126,671+18.47%
Susquehanna International Group, Llp0.00%24,892$661,132$800,527+$139,395+21.08%
Harbour Investments, Inc.0.01%21,242$564,188$683,143+$118,955+21.08%
Concurrent Investment Advisors, Llc0.01%21,140$561,480$679,862+$118,382+21.08%
Core Wealth Partners Llc0.22%18,109$480,975$582,385+$101,410+21.08%
Sunbelt Securities, Inc.0.03%18,096$480,617$581,967+$101,350+21.09%
Patriot Financial Group Insurance Agency, Llc0.03%17,130$454,974$550,901+$95,927+21.08%
Owen Larue, Llc0.17%16,665$442,622$535,946+$93,324+21.08%
Iht Wealth Management, Llc0.01%16,011$425,242$514,914+$89,672+21.09%
Accel Wealth Management0.11%15,320$406,912$492,691+$85,779+21.08%
Wealth Enhancement Advisory Services, Llc0.00%14,728$394,411$473,652+$79,241+20.09%
Calton & Associates, Inc.0.05%14,302$379,854$459,952+$80,098+21.09%
Greenberg Financial Group0.15%13,565$360,286$436,250+$75,964+21.08%
Endeavor Private Wealth, Inc.0.09%12,158$322,916$391,001+$68,085+21.08%
Arkadios Wealth Advisors0.01%11,600$308,096$373,056+$64,960+21.08%
Aft, Forsyth & Company, Inc.0.14%11,584$307,697$372,541+$64,844+21.07%
G&S Capital Llc0.11%11,297$300,039$363,312+$63,273+21.09%
Rfg Advisory, Llc0.01%11,143$295,954$358,359+$62,405+21.09%
Mission Financial Group, Llc0.27%10,816$287,261$347,843+$60,582+21.09%
Corecap Advisors, Llc0.01%9,813$260,640$315,586+$54,946+21.08%
Silver Oak Securities, Incorporated0.02%9,619$255,492$309,347+$53,855+21.08%
Mgo One Seven Llc0.00%9,127$242,413$293,524+$51,111+21.08%
Steelpeak Wealth, Llc0.01%9,085$241,298$292,174+$50,876+21.08%
Faithward Advisors, Llc0.03%9,065$240,765$291,530+$50,765+21.09%
Balboa Wealth Partners0.04%8,383$222,642$269,597+$46,955+21.09%
Uniting Wealth Partners, Llc0.04%7,915$210,222$254,546+$44,324+21.08%
Chilton Capital Management Llc0.01%7,879$209,267$253,389+$44,122+21.08%
Steward Partners Investment Advisory, Llc0.00%5,468$145,230$175,851+$30,621+21.08%

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.