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Balboa Wealth Partners’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Balboa Wealth Partners’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 		$223K Buy
8,383
+347
+4% +$9.65K 0.04% 380
2025
Q4 		$223K Buy
+8,036
New +$228K 0.04% 355

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

Balboa Wealth Partners's TDVI Position: Q1 2026 in Review

Balboa Wealth Partners increased its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 4.3% in Q1 2026, buying an estimated $9.65K and bringing the position to 8,383 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #380.

Balboa Wealth Partners first reported a position in TDVI in Q4 2025 and has held it in 2 quarters since. The position peaked at $223K in Q4 2025. 64 funds tracked by Wall St. Rank hold TDVI as of Q1 2026.

  • Balboa Wealth Partners held 8,383 shares of FT Vest Technology Dividend Target Income ETF worth $223K as of Q1 2026.
  • Balboa Wealth Partners bought 347 FT Vest Technology Dividend Target Income ETF shares in Q1 2026, an estimated $9.65K.
  • FT Vest Technology Dividend Target Income ETF made up 0.04% of Balboa Wealth Partners's portfolio in Q1 2026, its #380 holding.
  • Balboa Wealth Partners first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Balboa Wealth Partners's FT Vest Technology Dividend Target Income ETF position peaked at $223K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.