Carson Wealth (CWM LLC)
TDVI icon

Carson Wealth (CWM LLC)’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Carson Wealth (CWM LLC)’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 		$159 Hold
6
– – ﹤0.01% 5548
2025
Q4 		$0 Buy
+6
New +$170 ﹤0.01% 5638

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Cetera Investment Advisers
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IFG
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Stifel Financial
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Envestnet Asset Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TDVI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its FT Vest Technology Dividend Target Income ETF (TDVI) position steady in Q1 2026 at 6 shares worth $159. The position accounts for ﹤0.01% of the portfolio, ranked #5548.

Carson Wealth (CWM LLC) first reported a position in TDVI in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold TDVI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6 shares of FT Vest Technology Dividend Target Income ETF worth $159 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its FT Vest Technology Dividend Target Income ETF share count unchanged in Q1 2026.
  • FT Vest Technology Dividend Target Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5548 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.