| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 28% | +39% | $76,170,378 | +$29,478,826 | 2,745,868 | +63% | First Trust Portfolios L.P. | 31 Jan 2026 |
As of 31 Dec 2025, 60 institutional investors reported holding 3,921,666 shares of First Trust Exchange-Traded Fund IV - FT Vest Technology Dividend Target Income ETF (TDVI). This represents 40% of the company’s total 9,898,587 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund IV - FT Vest Technology Dividend Target Income ETF (TDVI) together control 37% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Luken Investment Analytics, LLC | 8.5% | 844,667 | -18% | 9.2% | $23,431,063 |
| LPL Financial LLC | 4.1% | 406,776 | +44% | 0% | $11,283,960 |
| ROYAL BANK OF CANADA | 3.9% | 389,270 | +558% | 0% | $10,798,000 |
| RAYMOND JAMES FINANCIAL INC | 3.5% | 342,300 | +30% | 0% | $9,495,402 |
| Cetera Investment Advisers | 3.3% | 325,875 | -25% | 0.01% | $9,039,778 |
| ENVESTNET ASSET MANAGEMENT INC | 1.9% | 185,811 | -0.98% | 0% | $5,154,386 |
| STIFEL FINANCIAL CORP | 1.8% | 180,299 | +666% | 0% | $5,001,498 |
| OSAIC HOLDINGS, INC. | 1.6% | 155,442 | +64% | 0.01% | $4,312,190 |
| Cambridge Investment Research Advisors, Inc. | 1.2% | 114,891 | +221% | 0.01% | $3,187,000 |
| Sequent Planning LLC | 0.85% | 84,485 | 0.6% | $2,343,621 | |
| Private Advisor Group, LLC | 0.67% | 66,375 | +4% | 0.01% | $1,841,237 |
| PRECEDENT WEALTH PARTNERS, LLC | 0.61% | 59,958 | +7.4% | 0.35% | $1,663,245 |
| Arax Advisory Partners | 0.55% | 54,893 | 0.04% | $1,522,740 | |
| RiverTree Advisors, LLC | 0.55% | 54,014 | -0.87% | 0.96% | $1,498,348 |
| FIRST TRUST ADVISORS LP | 0.54% | 53,327 | +74% | 0% | $1,479,290 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.43% | 42,613 | +142% | 0% | $1,182,077 |
| Capital Investment Advisory Services, LLC | 0.35% | 34,696 | +10% | 0.07% | $962,459 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.34% | 33,318 | 0% | $924,241 | |
| Stratos Wealth Partners, LTD. | 0.33% | 32,464 | +29% | 0.01% | $900,553 |
| Jaffetilchin Investment Partners, LLC | 0.32% | 31,988 | -25% | 0.05% | $887,342 |
| Intrua Financial, LLC | 0.3% | 29,950 | +36% | 0.09% | $830,824 |
| STEPHENS INC /AR/ | 0.28% | 27,767 | +1.6% | 0.01% | $770,261 |
| Gladstone Institutional Advisory LLC | 0.25% | 24,575 | 0.03% | $681,731 | |
| Integrated Wealth Concepts LLC | 0.22% | 22,141 | +94% | 0.01% | $614,190 |
| HUB Investment Partners, LLC | 0.22% | 22,072 | 0.02% | $612,277 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 3,921,666 | $108,806,576 | +$23,517,773 | $27.74 | 60 |
| 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 |