Latest Period
Q1 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
64
Shares (Excl. Options)
4,864,563
Price
$26.56
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- Security type / class
- Equity / FT Vest Technology Dividend Target Income ETF
- Symbol
- TDVI
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 4,864,563
- Total 13F value
- $129,206,645
- Portfolio coverage rank
- 0%
- Share change
- +198,721
- Value change
- +$5,121,473
- Number of holders
- 64
- Shares outstanding
- 14,998,448
- SEC-reported price per share
- $31.77
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.
- 64 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 64 to 1 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $129,206,645 to $64,997.
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 64 institutions filings for Q1 2026.
Security key
33738D812
Latest holder period
Q1 2026
13F holders
64
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 | 46% | +34% | $215,265,878 | +$99,974,400 | 6,917,284 | +87% | First Trust Portfolios L.P. | 31 May 2026 |
As of 31 Mar 2026, 64 institutional investors reported holding 4,864,563 shares of First Trust Exchange-Traded Fund IV - FT Vest Technology Dividend Target Income ETF (TDVI). This represents 32% of the company’s total 14,998,448 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
30%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Luken Investment Analytics, LLC | 5.4% | 810,557 | -4% | 8.2% | $21,528,394 |
| SOUTHERN CAPITAL SERVICES INC /ADV | 3.7% | 559,518 | +2.5% | 9.6% | $14,860,798 |
| LPL Financial LLC | 3.1% | 460,884 | +13% | 0% | $12,241,069 |
| ROYAL BANK OF CANADA | 2.7% | 408,277 | +4.9% | 0% | $10,844,000 |
| RAYMOND JAMES FINANCIAL INC | 2.7% | 406,234 | +19% | 0% | $10,789,575 |
| Cetera Investment Advisers | 2.1% | 313,888 | -3.7% | 0.01% | $8,336,879 |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.4% | 207,309 | +7.3% | 0.12% | $5,506,117 |
| STIFEL FINANCIAL CORP | 1.4% | 204,276 | +13% | 0% | $5,425,541 |
| ENVESTNET ASSET MANAGEMENT INC | 1.2% | 183,776 | -1.1% | 0% | $4,881,102 |
| OSAIC HOLDINGS, INC. | 1.1% | 157,588 | +1.4% | 0.01% | $4,185,790 |
| Cambridge Investment Research Advisors, Inc. | 0.66% | 99,088 | -14% | 0.01% | $2,632,000 |
| Sequent Planning LLC | 0.6% | 90,157 | +6.7% | 0.58% | $2,394,561 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.51% | 76,874 | +80% | 0% | $2,041,786 |
| Private Advisor Group, LLC | 0.48% | 72,691 | +9.5% | 0.01% | $1,930,671 |
| FIRST TRUST ADVISORS LP | 0.46% | 69,437 | +30% | 0% | $1,844,246 |
| Gladstone Institutional Advisory LLC | 0.45% | 67,099 | +173% | 0.07% | $1,782,172 |
| Arax Advisory Partners | 0.38% | 57,586 | +4.9% | 0.04% | $1,529,485 |
| Capital Investment Advisory Services, LLC | 0.26% | 38,812 | +12% | 0.08% | $1,030,845 |
| Integrated Wealth Concepts LLC | 0.24% | 35,963 | +62% | 0.01% | $955,170 |
| Stratos Wealth Partners, LTD. | 0.23% | 34,395 | +5.9% | 0.01% | $913,543 |
| STEPHENS INC /AR/ | 0.21% | 31,879 | +15% | 0.01% | $846,706 |
| RiverTree Advisors, LLC | 0.21% | 31,121 | -42% | 0.52% | $826,574 |
| Kestra Advisory Services, LLC | 0.2% | 30,226 | +774% | 0% | $802,790 |
| Intrua Financial, LLC | 0.19% | 28,844 | -3.7% | 0.08% | $766,105 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.17% | 24,892 | -25% | 0% | $661,132 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
12
Latest
Q1 2026
Rows shown
1-12 of 12
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 2,046 | $64,997 | -$246,741 | $31.77 | 1 |
| 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 |