Security Snapshot

First Trust Exchange-Traded Fund IV - FT Vest Technology Dividend Target Income ETF (TDVI) Institutional Ownership

CUSIP: 33738D812

13F Institutional Holders and Ownership History from Q3 2023 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

61

Shares (Excl. Options)

4,467,424

Price

$27.74

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Type / Class
Equity / FT Vest Technology Dividend Target Income ETF
Symbol
TDVI
Shares outstanding
10,750,839
Price per share
$26.56
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
4,467,424
Total reported value
$123,945,903
% of total 13F portfolios
0%
Share change
+849,047
Value change
+$23,517,773
Number of holders
61
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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Quick Takeaways

  • TDVI - First Trust Exchange-Traded Fund IV - FT Vest Technology Dividend Target Income ETF is tracked under CUSIP 33738D812.
  • 61 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 61 to 6 between Q4 2025 and Q1 2026.
  • Reported value moved from $123,945,903 to $1,378,417.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Official SEC Source

Backed by Form 13F

Ownership context comes from SEC Form 13F and, when available, Schedule 13D/13G filings.

See Original Filing

Investment Quick Answers

What is CUSIP 33738D812?
CUSIP 33738D812 identifies TDVI - First Trust Exchange-Traded Fund IV - FT Vest Technology Dividend Target Income ETF in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of First Trust Exchange-Traded Fund IV - FT Vest Technology Dividend Target Income ETF (TDVI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 34% +24% $104,288,403 +$26,992,219 3,704,739 +35% First Trust Portfolios L.P. 28 Feb 2026

As of 31 Dec 2025, 61 institutional investors reported holding 4,467,424 shares of First Trust Exchange-Traded Fund IV - FT Vest Technology Dividend Target Income ETF (TDVI). This represents 42% of the company’s total 10,750,839 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund IV - FT Vest Technology Dividend Target Income ETF (TDVI) together control 39% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Luken Investment Analytics, LLC 7.9% 844,667 -18% 9.2% $23,431,063
SOUTHERN CAPITAL SERVICES INC /ADV 5.1% 545,758 0% 9.5% $15,139,327
LPL Financial LLC 3.8% 406,776 +44% 0% $11,283,960
ROYAL BANK OF CANADA 3.6% 389,270 +558% 0% $10,798,000
RAYMOND JAMES FINANCIAL INC 3.2% 342,300 +30% 0% $9,495,402
Cetera Investment Advisers 3% 325,875 -25% 0.01% $9,039,778
ENVESTNET ASSET MANAGEMENT INC 1.7% 185,811 -0.98% 0% $5,154,386
STIFEL FINANCIAL CORP 1.7% 180,299 +666% 0% $5,001,498
OSAIC HOLDINGS, INC. 1.4% 155,442 +64% 0.01% $4,312,190
Cambridge Investment Research Advisors, Inc. 1.1% 114,891 +221% 0.01% $3,187,000
Sequent Planning LLC 0.79% 84,485 0.6% $2,343,621
Private Advisor Group, LLC 0.62% 66,375 +4% 0.01% $1,841,237
PRECEDENT WEALTH PARTNERS, LLC 0.56% 59,958 +7.4% 0.35% $1,663,245
Arax Advisory Partners 0.51% 54,893 0.04% $1,522,740
RiverTree Advisors, LLC 0.5% 54,014 -0.87% 0.96% $1,498,348
FIRST TRUST ADVISORS LP 0.5% 53,327 +74% 0% $1,479,290
COMMONWEALTH EQUITY SERVICES, LLC 0.4% 42,613 +142% 0% $1,182,077
Capital Investment Advisory Services, LLC 0.32% 34,696 +10% 0.07% $962,459
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.31% 33,318 0% $924,241
Stratos Wealth Partners, LTD. 0.3% 32,464 +29% 0.01% $900,553
Jaffetilchin Investment Partners, LLC 0.3% 31,988 -25% 0.05% $887,342
Intrua Financial, LLC 0.28% 29,950 +36% 0.09% $830,824
STEPHENS INC /AR/ 0.26% 27,767 +1.6% 0.01% $770,261
Gladstone Institutional Advisory LLC 0.23% 24,575 0.03% $681,731
Integrated Wealth Concepts LLC 0.21% 22,141 +94% 0.01% $614,190

Institutional Holders of First Trust Exchange-Traded Fund IV - FT Vest Technology Dividend Target Income ETF (TDVI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 51,776 $1,378,417 +$308,668 $26.56 6
2025 Q4 4,467,424 $123,945,903 +$23,517,773 $27.74 61
2025 Q3 3,293,034 $92,701,440 +$29,329,494 $28.65 46
2025 Q2 2,401,579 $63,270,234 +$21,075,945 $26.78 35
2025 Q1 1,637,575 $36,583,779 +$19,348,528 $22.34 28
2024 Q4 771,295 $18,586,979 +$7,261,035 $24.10 17
2024 Q3 485,593 $12,160,366 +$4,538,340 $24.99 16
2024 Q2 308,017 $7,416,089 +$2,565,086 $24.15 16
2024 Q1 264,121 $5,659,347 -$10,399,938 $22.63 8
2023 Q4 792,476 $14,693,180 +$6,607,607 $21.27 8
2023 Q3 477,011 $7,648,451 +$7,648,451 $17.50 4

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