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Commonwealth Financial Services’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Commonwealth Financial 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
2024
Q1 		– Sell
-55,582
Closed -$937K – 187
2023
Q4 		$937K Buy
+55,582
New +$1.11M 0.22% 59

Other funds holding TDVI

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
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Commonwealth Financial Services's TDVI Position: Q1 2024 in Review

Commonwealth Financial Services sold out of FT Vest Technology Dividend Target Income ETF (TDVI) in Q1 2024, closing a stake of 55,582 shares — an estimated $937K sold.

Commonwealth Financial Services first reported a position in TDVI in Q4 2023 and held it in 1 quarter. The position peaked at $937K in Q4 2023. 9 funds tracked by Wall St. Rank hold TDVI as of Q1 2024.

  • Commonwealth Financial Services reported no remaining FT Vest Technology Dividend Target Income ETF position as of Q1 2024 after selling out during the quarter.
  • Commonwealth Financial Services sold 55,582 FT Vest Technology Dividend Target Income ETF shares in Q1 2024, an estimated $937K.
  • Commonwealth Financial Services first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2023 and held it in 1 quarter.
  • Commonwealth Financial Services's FT Vest Technology Dividend Target Income ETF position peaked at $937K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q1 2024.

Based on Commonwealth Financial Services's 13F filing for Q1 2024, filed 14 May 2024.