Latest Period
Q2 2026
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 Q2 2026
Institutions Reporting
84
Shares (Excl. Options)
5,689,024
Price
$31.76
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- Security type / class
- Equity / FT Vest Technology Dividend Target Income ETF
- Symbol
- TDVI
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 5,689,024
- Total 13F value
- $180,570,197
- Portfolio coverage rank
- 0%
- Share change
- +833,764
- Value change
- +$26,467,983
- Number of holders
- 84
- Shares outstanding
- 15,651,165
- SEC-reported price per share
- $32.27
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- TDVI - First Trust Exchange-Traded Fund IV - FT Vest Technology Dividend Target Income ETF is tracked under CUSIP 33738D812.
- 84 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 64 to 84 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $129,206,645 to $180,570,197.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 84 institutions filings for Q2 2026.
Security key
33738D812
Latest holder period
Q2 2026
13F holders
84
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33738D812:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
TDVI
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 48% | +3.2% | $236,461,426 | +$16,768,486 | 7,445,259 | +7.6% | First Trust Portfolios L.P. | 30 Jun 2026 |
As of 30 Jun 2026, 84 institutional investors reported holding 5,689,024 shares of First Trust Exchange-Traded Fund IV - FT Vest Technology Dividend Target Income ETF (TDVI). This represents 36% of the company’s total 15,651,165 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
32%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Luken Investment Analytics, LLC | 5.1% | 797,531 | -1.6% | 8.9% | $25,329,585 |
| LPL Financial LLC | 4.8% | 748,794 | +62% | 0.01% | $23,781,689 |
| SOUTHERN CAPITAL SERVICES INC /ADV | 3.5% | 542,063 | -3.1% | 9.7% | $17,215,921 |
| Cetera Investment Advisers | 2.8% | 444,365 | +42% | 0.01% | $14,113,033 |
| ROYAL BANK OF CANADA | 2.8% | 440,877 | +8% | 0% | $14,002,000 |
| RAYMOND JAMES FINANCIAL INC | 2.7% | 417,623 | +2.8% | 0% | $13,263,706 |
| OSAIC HOLDINGS, INC. | 1.2% | 184,671 | +17% | 0.01% | $5,865,728 |
| INDEPENDENT FINANCIAL GROUP, LLC | 0.9% | 140,181 | -32% | 0.08% | $4,452,134 |
| STIFEL FINANCIAL CORP | 0.86% | 134,233 | -34% | 0% | $4,263,274 |
| ENVESTNET ASSET MANAGEMENT INC | 0.78% | 122,017 | -34% | 0% | $3,875,269 |
| Triad Wealth Partners, LLC | 0.68% | 105,914 | 0.19% | $3,254,752 | |
| TWO SIGMA INVESTMENTS, LP | 0.64% | 100,900 | 0% | $3,204,584 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.62% | 96,763 | +26% | 0% | $3,073,190 |
| Cambridge Investment Research Advisors, Inc. | 0.55% | 85,807 | -13% | 0.01% | $2,725,000 |
| Sequent Planning LLC | 0.54% | 84,555 | -6.2% | 0.57% | $2,685,472 |
| Private Advisor Group, LLC | 0.53% | 82,774 | +14% | 0.01% | $2,628,904 |
| Arax Advisory Partners | 0.51% | 80,508 | +40% | 0.02% | $2,556,935 |
| FIRST TRUST ADVISORS LP | 0.47% | 73,320 | +5.6% | 0% | $2,328,643 |
| Gladstone Institutional Advisory LLC | 0.42% | 66,454 | -0.96% | 0.07% | $2,110,579 |
| MGO ONE SEVEN LLC | 0.37% | 58,213 | +538% | 0.03% | $1,848,845 |
| Integrated Wealth Concepts LLC | 0.29% | 45,267 | +26% | 0.01% | $1,437,740 |
| STEPHENS INC /AR/ | 0.26% | 39,935 | +25% | 0.01% | $1,268,349 |
| Capital Investment Advisory Services, LLC | 0.25% | 38,685 | -0.33% | 0.08% | $1,228,638 |
| Stratos Wealth Partners, LTD. | 0.23% | 36,522 | +6.2% | 0.01% | $1,159,939 |
| HARBOUR INVESTMENTS, INC. | 0.21% | 32,954 | +55% | 0.01% | $1,046,619 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
12
Latest
Q2 2026
Rows shown
1-12 of 12
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 5,689,024 | $180,570,197 | +$26,467,983 | $31.76 | 84 |
| 2026 Q1 | 4,864,563 | $129,206,645 | +$5,121,473 | $26.56 | 64 |
| 2025 Q4 | 4,673,092 | $129,651,126 | +$25,362,120 | $27.74 | 63 |
| 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 |