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FT Vest Technology Dividend (TDVI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,037,697 from 748,794
Change+288,903 (+39%)
Value$31.9M (+$8.2M)
Filed 2026-11-06
Luken Investment Analytics, LLC
INCREASED
Shares803,790 from 797,531
Change+6,259 (+1%)
Value$24.7M (-$588.9K)
Filed 2026-11-06
Southern Capital Services Inc
INCREASED
Shares545,472 from 542,063
Change+3,409 (+1%)
Value$16.8M (-$426.3K)
Filed 2026-10-19
Bullseye Investment Management, LLC
INCREASED
Shares273,097 from 264,696
Change+8,401 (+3%)
Value$8.4M (-$819)
Filed 2026-10-29
Independent Financial Group, LLC
INCREASED
Shares170,797 from 140,181
Change+30,616 (+22%)
Value$5.3M (+$805.0K)
Filed 2026-10-13
Triad Wealth Partners, LLC
INCREASED
Shares107,699 from 105,914
Change+1,785 (+2%)
Value$3.3M (+$60.2K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares99,804 from 96,763
Change+3,041 (+3%)
Value$3.1M (-$1.2K)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares63,685 from 58,213
Change+5,472 (+9%)
Value$2.0M (+$111.4K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares54,715 from 85,807
Change-31,092 (-36%)
Value$1.7M (-$1.0M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares45,258 from 9,908
Change+35,350 (+357%)
Value$1.4M (+$1.1M)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
INCREASED
Shares41,581 from 38,685
Change+2,896 (+7%)
Value$1.3M (+$51.2K)
Filed 2026-10-30
RFG Advisory, LLC
INCREASED
Shares36,183 from 28,880
Change+7,303 (+25%)
Value$1.1M (+$196.5K)
Filed 2026-11-03
Triumph Capital Management
INCREASED
Shares26,044 from 19,421
Change+6,623 (+34%)
Value$801.6K (+$184.8K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares25,893 from 24,875
Change+1,018 (+4%)
Value$797.0K (+$6.9K)
Filed 2026-10-16
Uniting Wealth Partners, LLC
INCREASED
Shares24,718 from 21,899
Change+2,819 (+13%)
Value$760.8K (+$65.3K)
Filed 2026-11-06
Advisory Advocates, LLC
INCREASED
Shares22,400 from 20,330
Change+2,070 (+10%)
Value$689.5K (+$43.8K)
Filed 2026-11-05
Accel Wealth Management
INCREASED
Shares22,177 from 20,266
Change+1,911 (+9%)
Value$682.6K (+$39.0K)
Filed 2026-10-13
Endeavor Private Wealth, Inc.
INCREASED
Shares21,499 from 16,210
Change+5,289 (+33%)
Value$661.7K (+$146.9K)
Filed 2026-11-05
Venture Visionary Partners LLC
NEW
Shares19,879
Change+19,879
Value$611.9K
Filed 2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares18,123 from 12,616
Change+5,507 (+44%)
Value$566.4K (+$167.8K)
Filed 2026-10-13
Moors & Cabot, Inc.
INCREASED
Shares17,558 from 9,177
Change+8,381 (+91%)
Value$540.4K (+$249.0K)
Filed 2026-11-06
Intrua Financial, LLC
DECREASED
Shares17,085 from 30,151
Change-13,066 (-43%)
Value$525.9K (-$431.7K)
Filed 2026-10-28
Core Wealth Partners LLC
DECREASED
Shares12,564 from 13,300
Change-736 (-6%)
Value$386.7K (-$35.7K)
Filed 2026-11-02
Arwa LLC
NEW
Shares12,336
Change+12,336
Value$385.9K
Filed 2026-10-21
Aurora Private Wealth, Inc.
INCREASED
Shares12,272 from 11,808
Change+464 (+4%)
Value$378.0K (+$3.0K)
Filed 2026-10-20
G&S Capital LLC
INCREASED
Shares11,490 from 11,309
Change+181 (+2%)
Value$353.7K (-$5.5K)
Filed 2026-10-23
Chilton Capital Management LLC
INCREASED
Shares11,437 from 10,444
Change+993 (+10%)
Value$352.0K (+$20.3K)
Filed 2026-10-28
Novem Group
INCREASED
Shares9,858 from 9,850
Change+8 (+0%)
Value$303.4K (-$9.4K)
Filed 2026-10-19
SteelPeak Wealth, LLC
INCREASED
Shares8,835 from 6,335
Change+2,500 (+39%)
Value$271.9K (+$70.7K)
Filed 2026-10-16
Balboa Wealth Partners
INCREASED
Shares8,680 from 8,284
Change+396 (+5%)
Value$267.2K (+$4.1K)
Filed 2026-10-20
Mission Financial Group, LLC
DECREASED
Shares8,562 from 8,799
Change-237 (-3%)
Value$263.5K (-$15.9K)
Filed 2026-10-21
Wedbush Securities Inc
INCREASED
Shares6,992 from 6,470
Change+522 (+8%)
Value$215.0K (+$10.0K)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares6,853 from 6,853
Change0 (0%)
Value$210.9K (-$6.7K)
Filed 2026-10-20
Integrity Alliance, Llc.
NEW
Shares6,762
Change+6,762
Value$208.1K
Filed 2026-10-29
Farther Finance Advisors, LLC
NEW
Shares5,800
Change+5,800
Value$178.5K
Filed 2026-10-08
Creative Financial Designs Inc
INCREASED
Shares5,072 from 716
Change+4,356 (+608%)
Value$156.1K (+$133.4K)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares4,570 from 4,570
Change0 (0%)
Value$140.7K (-$4.5K)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares1,297 from 1,274
Change+23 (+2%)
Value$39.9K (-$566)
Filed 2026-10-29
CoreCap Advisors, LLC
DECREASED
Shares741 from 2,046
Change-1,305 (-64%)
Value$22.8K (-$42.2K)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares667 from 149
Change+518 (+348%)
Value$20.5K (+$15.8K)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$18.5K (-$588)
Filed 2026-10-16
SBI Securities Co., Ltd.
INCREASED
Shares375 from 299
Change+76 (+25%)
Value$11.5K (+$2.0K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$462 (-$15)
Filed 2026-10-23
RiverTree Advisors, LLC
CLOSED
Shares0 from 23,437
Change-23,437 (-100%)
Value$0 (-$744.4K)
Filed 2026-10-13
Convergence Financial, LLC
CLOSED
Shares0 from 8,632
Change-8,632 (-100%)
Value$0 (-$274.2K)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,491
Change-3,491 (-100%)
Value$0 (-$109.4K)
Filed 2026-11-02
Cetera Investment Advisers
N/A
Shares— from 444,365
Change-444,365 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 440,877
Change-440,877 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 417,623
Change-417,623 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 184,671
Change-184,671 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 134,233
Change-134,233 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 122,017
Change-122,017 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 100,900
Change-100,900 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 84,555
Change-84,555 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 82,774
Change-82,774 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 80,508
Change-80,508 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 73,320
Change-73,320 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 66,454
Change-66,454 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 45,269
Change-45,269 (-100%)
Value—
Stephens Inc
N/A
Shares— from 39,935
Change-39,935 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 36,522
Change-36,522 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 32,954
Change-32,954 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 32,884
Change-32,884 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 30,936
Change-30,936 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 29,294
Change-29,294 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 29,042
Change-29,042 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 26,755
Change-26,755 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 21,374
Change-21,374 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 19,539
Change-19,539 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 19,108
Change-19,108 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 18,789
Change-18,789 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 17,623
Change-17,623 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 12,010
Change-12,010 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,586
Change-11,586 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 10,668
Change-10,668 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,647
Change-10,647 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 9,657
Change-9,657 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 8,890
Change-8,890 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 7,523
Change-7,523 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,261
Change-7,261 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,573
Change-6,573 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 6,525
Change-6,525 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,195
Change-3,195 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 215
Change-215 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 18
Change-18 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,037,697748,794+288,903+39%$23.8M$31.9M+$8.2M2026-11-06
Luken Investment Analytics, LLC
INCREASED803,790797,531+6,259+1%$25.3M$24.7M-$588.9K2026-11-06
Southern Capital Services Inc
INCREASED545,472542,063+3,409+1%$17.2M$16.8M-$426.3K2026-10-19
Bullseye Investment Management, LLC
INCREASED273,097264,696+8,401+3%$8.4M$8.4M-$8192026-10-29
Independent Financial Group, LLC
INCREASED170,797140,181+30,616+22%$4.5M$5.3M+$805.0K2026-10-13
Triad Wealth Partners, LLC
INCREASED107,699105,914+1,785+2%$3.3M$3.3M+$60.2K2026-10-26
Commonwealth Equity Services, LLC
INCREASED99,80496,763+3,041+3%$3.1M$3.1M-$1.2K2026-11-02
MGO One Seven LLC
INCREASED63,68558,213+5,472+9%$1.8M$2.0M+$111.4K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED54,71585,807-31,092-36%$2.7M$1.7M-$1.0M2026-11-02
Kestra Advisory Services, LLC
INCREASED45,2589,908+35,350+357%$314.7K$1.4M+$1.1M2026-11-02
Capital Investment Advisory Services, LLC
INCREASED41,58138,685+2,896+7%$1.2M$1.3M+$51.2K2026-10-30
RFG Advisory, LLC
INCREASED36,18328,880+7,303+25%$917.2K$1.1M+$196.5K2026-11-03
Triumph Capital Management
INCREASED26,04419,421+6,623+34%$616.8K$801.6K+$184.8K2026-10-14
Concurrent Investment Advisors, LLC
INCREASED25,89324,875+1,018+4%$790.0K$797.0K+$6.9K2026-10-16
Uniting Wealth Partners, LLC
INCREASED24,71821,899+2,819+13%$695.5K$760.8K+$65.3K2026-11-06
Advisory Advocates, LLC
INCREASED22,40020,330+2,070+10%$645.7K$689.5K+$43.8K2026-11-05
Accel Wealth Management
INCREASED22,17720,266+1,911+9%$643.6K$682.6K+$39.0K2026-10-13
Endeavor Private Wealth, Inc.
INCREASED21,49916,210+5,289+33%$514.8K$661.7K+$146.9K2026-11-05
Venture Visionary Partners LLC
NEW19,879—+19,879——$611.9K—2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED18,12312,616+5,507+44%$398.6K$566.4K+$167.8K2026-10-13
Moors & Cabot, Inc.
INCREASED17,5589,177+8,381+91%$291.5K$540.4K+$249.0K2026-11-06
Intrua Financial, LLC
DECREASED17,08530,151-13,066-43%$957.6K$525.9K-$431.7K2026-10-28
Core Wealth Partners LLC
DECREASED12,56413,300-736-6%$422.4K$386.7K-$35.7K2026-11-02
Arwa LLC
NEW12,336—+12,336——$385.9K—2026-10-21
Aurora Private Wealth, Inc.
INCREASED12,27211,808+464+4%$375.0K$378.0K+$3.0K2026-10-20
G&S Capital LLC
INCREASED11,49011,309+181+2%$359.2K$353.7K-$5.5K2026-10-23
Chilton Capital Management LLC
INCREASED11,43710,444+993+10%$331.7K$352.0K+$20.3K2026-10-28
Novem Group
INCREASED9,8589,850+8+0%$312.8K$303.4K-$9.4K2026-10-19
SteelPeak Wealth, LLC
INCREASED8,8356,335+2,500+39%$201.2K$271.9K+$70.7K2026-10-16
Balboa Wealth Partners
INCREASED8,6808,284+396+5%$263.1K$267.2K+$4.1K2026-10-20
Mission Financial Group, LLC
DECREASED8,5628,799-237-3%$279.4K$263.5K-$15.9K2026-10-21
Wedbush Securities Inc
INCREASED6,9926,470+522+8%$205.0K$215.0K+$10.0K2026-10-22
Prime Capital Investment Advisors, LLC
UNCHANGED6,8536,85300%$217.7K$210.9K-$6.7K2026-10-20
Integrity Alliance, Llc.
NEW6,762—+6,762——$208.1K—2026-10-29
Farther Finance Advisors, LLC
NEW5,800—+5,800——$178.5K—2026-10-08
Creative Financial Designs Inc
INCREASED5,072716+4,356+608%$22.7K$156.1K+$133.4K2026-11-04
Larson Financial Group LLC
UNCHANGED4,5704,57000%$145.1K$140.7K-$4.5K2026-11-05
Signature Equity Partners, LLC
INCREASED1,2971,274+23+2%$40.5K$39.9K-$5662026-10-29
CoreCap Advisors, LLC
DECREASED7412,046-1,305-64%$65.0K$22.8K-$42.2K2026-10-08
Rossby Financial, LCC
INCREASED667149+518+348%$4.7K$20.5K+$15.8K2026-11-05
IFP Advisors, Inc
UNCHANGED60060000%$19.1K$18.5K-$5882026-10-16
SBI Securities Co., Ltd.
INCREASED375299+76+25%$9.5K$11.5K+$2.0K2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED151500%$477$462-$152026-10-23
RiverTree Advisors, LLC
CLOSED023,437-23,437-100%$744.4K$0-$744.4K2026-10-13
Convergence Financial, LLC
CLOSED08,632-8,632-100%$274.2K$0-$274.2K2026-10-27
International Assets Investment Management, LLC
CLOSED03,491-3,491-100%$109.4K$0-$109.4K2026-11-02
Cetera Investment Advisers
N/A—444,365-444,365-100%$14.1M———
Royal Bank of Canada
N/A—440,877-440,877-100%$14.0M———
Raymond James Financial Inc
N/A—417,623-417,623-100%$13.3M———
Osaic Holdings, Inc.
N/A—184,671-184,671-100%$5.9M———
Stifel Financial Corp
N/A—134,233-134,233-100%$4.3M———
Envestnet Asset Management Inc
N/A—122,017-122,017-100%$3.9M———
Two Sigma Investments, LP
N/A—100,900-100,900-100%$3.2M———
Sequent Planning LLC
N/A—84,555-84,555-100%$2.7M———
Private Advisor Group, LLC
N/A—82,774-82,774-100%$2.6M———
Arax Advisory Partners
N/A—80,508-80,508-100%$2.6M———
First Trust Advisors LP
N/A—73,320-73,320-100%$2.3M———
Gladstone Institutional Advisory LLC
N/A—66,454-66,454-100%$2.1M———
Integrated Wealth Concepts LLC
N/A—45,269-45,269-100%$1.4M———
Stephens Inc
N/A—39,935-39,935-100%$1.3M———
Stratos Wealth Partners, Ltd.
N/A—36,522-36,522-100%$1.2M———
Harbour Investments, Inc.
N/A—32,954-32,954-100%$1.0M———
Old Mission Capital LLC
N/A—32,884-32,884-100%$1.0M———
Owen LaRue, LLC
N/A—30,936-30,936-100%$982.5K———
Benson Wealth Management Inc
N/A—29,294-29,294-100%$930.4K———
Susquehanna International Group, LLP
N/A—29,042-29,042-100%$922.4K———
Jane Street Group, LLC
N/A—26,755-26,755-100%$849.7K———
Marshall Wace, LLP
N/A—21,374-21,374-100%$678.8K———
IHT Wealth Management, LLC
N/A—19,539-19,539-100%$620.6K———
NewEdge Advisors, LLC
N/A—19,108-19,108-100%$606.9K———
Jaffetilchin Investment Partners, LLC
N/A—18,789-18,789-100%$596.7K———
Silver OAK Securities, Incorporated
N/A—17,623-17,623-100%$559.7K———
AFT, Forsyth & Company, Inc.
N/A—12,010-12,010-100%$381.4K———
WCG Wealth Advisors LLC
N/A—11,586-11,586-100%$368.0K———
Arkadios Wealth Advisors
N/A—11,500-11,500-100%$365.2K———
Calton & Associates, Inc.
N/A—10,668-10,668-100%$338.8K———
Janney Montgomery Scott LLC
N/A—10,647-10,647-100%$338.0K———
Faithward Advisors, LLC
N/A—9,657-9,657-100%$306.7K———
Equitable Holdings, Inc.
N/A—8,890-8,890-100%$282.3K———
Inspire Advisors, LLC
N/A—7,523-7,523-100%$238.9K———
Snowden Capital Advisors LLC
N/A—7,261-7,261-100%$230.6K———
Steward Partners Investment Advisory, LLC
N/A—6,573-6,573-100%$208.8K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—6,525-6,525-100%$207.2K———
AE Wealth Management LLC
N/A—3,195-3,195-100%$101.5K———
Morgan Stanley
N/A—2,000-2,000-100%$63.5K———
O'shaughnessy Asset Management, LLC
N/A—523-523-100%$16.6K———
Vanguard Advisers Inc
N/A—215-215-100%$6.8K———
Bellevue Asset Management, LLC
N/A—208-208-100%$6.6K———
Smartleaf Asset Management LLC
N/A—130-130-100%$4.1K———
Jones Financial Companies Lllp
N/A—18-18-100%$558———
Showing 90 of 90 institutions