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AFT Forsyth & Company’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

AFT Forsyth & Company’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
Q1 		$308K Buy
11,584
+1,170
+11% +$32.5K 0.14% 102
2025
Q4 		$289K Buy
+10,414
New +$295K 0.12% 106

Other funds holding TDVI

LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
SCS
Southern Capital Services Daphne, Alabama $178M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AFT Forsyth & Company's TDVI Position: Q1 2026 in Review

AFT Forsyth & Company increased its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 11% in Q1 2026, buying an estimated $32.5K and bringing the position to 11,584 shares worth $308K. The position accounts for 0.14% of the portfolio, ranked #102.

AFT Forsyth & Company first reported a position in TDVI in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold TDVI as of Q1 2026.

  • AFT Forsyth & Company held 11,584 shares of FT Vest Technology Dividend Target Income ETF worth $308K as of Q1 2026.
  • AFT Forsyth & Company bought 1,170 FT Vest Technology Dividend Target Income ETF shares in Q1 2026, an estimated $32.5K.
  • FT Vest Technology Dividend Target Income ETF made up 0.14% of AFT Forsyth & Company's portfolio in Q1 2026, its #102 holding.
  • AFT Forsyth & Company first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.