Benson Wealth Management’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Benson Wealth Management’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	$930K	Buy	29,294 +23,902	+443%	+$739K	0.94%	33
2026 Q1	$143K	Sell	5,392 -3,503	-39%	-$97.4K	0.2%	59
2025 Q4	$247K	Buy	+8,895	New	+$252K	0.27%	42

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Benson Wealth Management's TDVI Position: Q2 2026 in Review

Benson Wealth Management increased its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 443% in Q2 2026, buying an estimated $739K and bringing the position to 29,294 shares worth $930K. The position accounts for 0.94% of the portfolio, ranked #33.

Benson Wealth Management first reported a position in TDVI in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold TDVI as of Q2 2026.

Benson Wealth Management held 29,294 shares of FT Vest Technology Dividend Target Income ETF worth $930K as of Q2 2026.
Benson Wealth Management bought 23,902 FT Vest Technology Dividend Target Income ETF shares in Q2 2026, an estimated $739K.
FT Vest Technology Dividend Target Income ETF made up 0.94% of Benson Wealth Management's portfolio in Q2 2026, its #33 holding.
Benson Wealth Management first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2025 and has held it in 3 quarters since.
84 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.