Avantax Advisory Services’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Avantax Advisory Services’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
2025 Q2	$3.55M	Buy	132,510 +11,934	+10%	+$281K	0.02%	560
2025 Q1	$2.69M	Buy	120,576 +88,464	+275%	+$2.14M	0.02%	623
2024 Q4	$774K	Buy	+32,112	New	+$795K	﹤0.01%	1174

Other funds holding TDVI

LIA

Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFG

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Avantax Advisory Services's TDVI Position: Q2 2025 in Review

Avantax Advisory Services increased its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 9.9% in Q2 2025, buying an estimated $281K and bringing the position to 132,510 shares worth $3.55M. The position accounts for 0.02% of the portfolio, ranked #560.

Avantax Advisory Services first reported a position in TDVI in Q4 2024 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold TDVI as of Q2 2025.

Avantax Advisory Services held 132,510 shares of FT Vest Technology Dividend Target Income ETF worth $3.55M as of Q2 2025.
Avantax Advisory Services bought 11,934 FT Vest Technology Dividend Target Income ETF shares in Q2 2025, an estimated $281K.
FT Vest Technology Dividend Target Income ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #560 holding.
Avantax Advisory Services first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2024 and has held it in 3 quarters since.
37 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.