Accel Wealth Management’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Accel Wealth Management’s Portfolio TDVI Stock Details TDVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$683K	Buy	22,177 +1,911	+9%	+$59.4K	0.15%	131
2026 Q2	$644K	Buy	20,266 +4,946	+32%	+$153K	0.14%	138
2026 Q1	$407K	Buy	+15,320	New	+$426K	0.11%	177

Other funds holding TDVI

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $272M AUM 11.43% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Accel Wealth Management's TDVI Position: Q3 2026 in Review

Accel Wealth Management increased its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 9.4% in Q3 2026, buying an estimated $59.4K and bringing the position to 22,177 shares worth $683K. The position accounts for 0.15% of the portfolio, ranked #131.

Accel Wealth Management first reported a position in TDVI in Q1 2026 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold TDVI as of Q3 2026.

Accel Wealth Management held 22,177 shares of FT Vest Technology Dividend Target Income ETF worth $683K as of Q3 2026.
Accel Wealth Management bought 1,911 FT Vest Technology Dividend Target Income ETF shares in Q3 2026, an estimated $59.4K.
FT Vest Technology Dividend Target Income ETF made up 0.15% of Accel Wealth Management's portfolio in Q3 2026, its #131 holding.
Accel Wealth Management first reported a position in FT Vest Technology Dividend Target Income ETF in Q1 2026 and has held it in 3 quarters since.
19 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.