Ticker: TDVI CUSIP: 33738D812 Class: FT VEST TEC
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Sequent Planning LLC | 84,485 | $2,344 |
| AFT, FORSYTH & COMPANY, INC. | 10,414 | $289 |
| Owen LaRue, LLC | 8,257 | $229 |
| ENDEAVOR PRIVATE WEALTH, INC. | 10,008 | $278 |
| SRS Capital Advisors, Inc. | 54,893 | $1,523 |
| Balboa Wealth Partners | 8,036 | $223 |
| Gladstone Institutional Advisory LLC | 24,575 | $682 |
| HUB Investment Partners, LLC | 22,072 | $612 |
| Triumph Capital Management | 3,343 | $93 |
| CHILTON CAPITAL MANAGEMENT LLC | 7,879 | $219 |
| IHT Wealth Management, LLC | 8,893 | $247 |
| Larson Financial Group LLC | 4,570 | $127 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,318 | $924 |
| Mariner, LLC | 8,259 | $229 |
| Kestra Advisory Services, LLC | 3,457 | $96 |
| NewEdge Advisors, LLC | 402 | $11 |
| SBI Securities Co., Ltd. | 58 | $2 |
| CWM, LLC | 6 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| PRECEDENT WEALTH PARTNERS, LLC | 55,838 | 59,958 | +4,120 (+7.4%) |
| Intrua Financial, LLC | 21,996 | 29,950 | +7,954 (+36.2%) |
| G&S Capital LLC | 7,078 | 9,552 | +2,474 (+35.0%) |
| CALTON & ASSOCIATES, INC. | 11,194 | 15,080 | +3,886 (+34.7%) |
| STIFEL FINANCIAL CORP | 23,540 | 180,299 | +156,759 (+665.9%) |
| ROYAL BANK OF CANADA | 59,117 | 389,270 | +330,153 (+558.5%) |
| Core Wealth Partners LLC | 18,172 | 18,792 | +620 (+3.4%) |
| CoreCap Advisors, LLC | 270 | 7,949 | +7,679 (+2844.1%) |
| Capital Investment Advisory Services, LLC | 31,499 | 34,696 | +3,197 (+10.1%) |
| OSAIC HOLDINGS, INC. | 94,708 | 155,442 | +60,734 (+64.1%) |
| LPL Financial LLC | 281,995 | 406,776 | +124,781 (+44.2%) |
| Sunbelt Securities, Inc. | 8,763 | 12,304 | +3,541 (+40.4%) |
| RAYMOND JAMES FINANCIAL INC | 262,742 | 342,300 | +79,558 (+30.3%) |
| Integrated Wealth Concepts LLC | 11,408 | 22,141 | +10,733 (+94.1%) |
| Stratos Wealth Partners, LTD. | 25,193 | 32,464 | +7,271 (+28.9%) |
| FIRST TRUST ADVISORS LP | 30,603 | 53,327 | +22,724 (+74.3%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 17,640 | 42,613 | +24,973 (+141.6%) |
| Concurrent Investment Advisors, LLC | 7,052 | 10,761 | +3,709 (+52.6%) |
| Arkadios Wealth Advisors | 10,008 | 11,958 | +1,950 (+19.5%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18,717 | 21,976 | +3,259 (+17.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Luken Investment Analytics, LLC | 1,025,033 | 844,667 | -180,366 (-17.6%) |
| Faithward Advisors, LLC | 15,220 | 9,058 | -6,162 (-40.5%) |
| Jaffetilchin Investment Partners, LLC | 42,674 | 31,988 | -10,686 (-25.0%) |
| SteelPeak Wealth, LLC | 33,700 | 20,450 | -13,250 (-39.3%) |
| Cetera Investment Advisers | 435,435 | 325,875 | -109,560 (-25.2%) |
| JANE STREET GROUP, LLC | 29,150 | 8,966 | -20,184 (-69.2%) |
| HARBOUR INVESTMENTS, INC. | 11,587 | 10,990 | -597 (-5.2%) |
| RFG Advisory, LLC | 11,833 | 11,343 | -490 (-4.1%) |
| Janney Montgomery Scott LLC | 18,008 | 15,430 | -2,578 (-14.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| OLD MISSION CAPITAL LLC | 21,578 | $618 |
| Prospera Financial Services Inc | 16,098 | $461 |
| Ameritas Advisory Services, LLC | 1,477 | $42 |
| Advisory Services Network, LLC | 1,774 | $51 |