AWA
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Authentikos Wealth Advisory’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-1,000
Closed -$16K – 529
2023
Q3 		$16K Buy
+1,000
New +$19.7K 0.02% 206

Other funds holding TDVI

AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

Authentikos Wealth Advisory's TDVI Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of FT Vest Technology Dividend Target Income ETF (TDVI) in Q4 2023, closing a stake of 1,000 shares — an estimated $16K sold.

Authentikos Wealth Advisory first reported a position in TDVI in Q3 2023 and held it in 1 quarter. The position peaked at $16K in Q3 2023. 11 funds tracked by Wall St. Rank hold TDVI as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining FT Vest Technology Dividend Target Income ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 1,000 FT Vest Technology Dividend Target Income ETF shares in Q4 2023, an estimated $16K.
  • Authentikos Wealth Advisory first reported a position in FT Vest Technology Dividend Target Income ETF in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's FT Vest Technology Dividend Target Income ETF position peaked at $16K in Q3 2023.
  • 11 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.