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

Historical Holders from Q3 2023 to Q4 2025

Type / Class
Equity / FT Vest Technology Dividend Target Income ETF
Symbol
TDVI
Shares outstanding
8,449,724
Price per share
$28.14
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
3,056,474
Total reported value
$87,416,708
% of total 13F portfolios
0%
Share change
+1,023,965
Value change
+$29,329,494
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
45
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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 20% $46,691,889 1,683,185 First Trust Portfolios L.P. 31 Dec 2025
As of 30 Sep 2025, First Trust Exchange-Traded Fund IV - FT Vest Technology Dividend Target Income ETF (TDVI) has 45 institutional shareholders filing 13F forms. They hold 3,056,474 shares. of 8,449,724 outstanding shares (36%) .

Top 25 institutional shareholders own 35% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
Luken Investment Analytics, LLC 12% 1,025,033 +14% 11% $29,367,195
Cetera Investment Advisers 5.2% 435,435 +41% 0.01% $12,475,229
LPL Financial LLC 3.3% 281,995 +243% 0% $8,079,144
RAYMOND JAMES FINANCIAL INC 3.1% 262,742 +1142257% 0% $7,527,558
ENVESTNET ASSET MANAGEMENT INC 2.2% 187,650 +8.2% 0% $5,376,183
OSAIC HOLDINGS, INC. 1.1% 94,708 +466% 0% $2,558,097
Private Advisor Group, LLC 0.76% 63,816 +1.8% 0.01% $1,828,326
ROYAL BANK OF CANADA 0.7% 59,117 +332% 0% $1,694,000
PRECEDENT WEALTH PARTNERS, LLC 0.66% 55,838 +8.5% 0.35% $1,599,749
RiverTree Advisors, LLC 0.64% 54,486 1% $1,561,024
Jaffetilchin Investment Partners, LLC 0.51% 42,674 +13% 0.07% $1,222,609
Cambridge Investment Research Advisors, Inc. 0.42% 35,823 +7.3% 0% $1,026,000
SteelPeak Wealth, LLC 0.4% 33,700 0.03% $965,505
Capital Investment Advisory Services, LLC 0.37% 31,499 +28% 0.07% $902,435
FIRST TRUST ADVISORS LP 0.36% 30,603 +138% 0% $876,775
JANE STREET GROUP, LLC 0.34% 29,150 0% $835,148
STEPHENS INC /AR/ 0.32% 27,336 +22% 0.01% $783,170
Stratos Wealth Partners, LTD. 0.3% 25,193 +114% 0.01% $721,799
STIFEL FINANCIAL CORP 0.28% 23,540 0% $674,435
Intrua Financial, LLC 0.26% 21,996 0.07% $630,178
OLD MISSION CAPITAL LLC 0.26% 21,578 -70% 0.02% $618,209
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.22% 18,717 +90% 0% $540,556
Core Wealth Partners LLC 0.22% 18,172 +22% 0.24% $520,628
Janney Montgomery Scott LLC 0.21% 18,008 -48% 0% $516,000
COMMONWEALTH EQUITY SERVICES, LLC 0.21% 17,640 0% $505,000

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 (% of par) Investors
2025 Q4 81,934 $2,290,430 +$207,299 2,813.99% 2
2025 Q3 3,056,474 $87,416,708 +$29,329,494 2,865% 45
2025 Q2 2,401,579 $63,270,234 +$21,075,945 2,678% 35
2025 Q1 1,637,575 $36,583,779 +$19,348,528 2,233.99% 28
2024 Q4 771,295 $18,586,979 +$7,261,035 2,409.68% 17
2024 Q3 485,593 $12,160,366 +$4,538,340 2,499% 16
2024 Q2 308,017 $7,416,089 +$2,565,086 2,415% 16
2024 Q1 264,121 $5,659,347 -$10,399,938 2,262.92% 8
2023 Q4 792,476 $14,693,180 +$6,607,607 2,127.08% 8
2023 Q3 477,011 $7,648,451 +$7,648,451 1,749.93% 4