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 Q2	$381K	Buy	12,010 +426	+4%	+$13.2K	0.18%	85
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 $286M AUM 17.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCS

Southern Capital Services Daphne, Alabama $178M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AFT Forsyth & Company's TDVI Position: Q2 2026 in Review

AFT Forsyth & Company increased its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 3.7% in Q2 2026, buying an estimated $13.2K and bringing the position to 12,010 shares worth $381K. The position accounts for 0.18% of the portfolio, ranked #85.

AFT Forsyth & Company first reported a position in TDVI in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold TDVI as of Q2 2026.

AFT Forsyth & Company held 12,010 shares of FT Vest Technology Dividend Target Income ETF worth $381K as of Q2 2026.
AFT Forsyth & Company bought 426 FT Vest Technology Dividend Target Income ETF shares in Q2 2026, an estimated $13.2K.
FT Vest Technology Dividend Target Income ETF made up 0.18% of AFT Forsyth & Company's portfolio in Q2 2026, its #85 holding.
AFT Forsyth & Company first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2025 and has held it in 3 quarters since.
85 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.