Concurrent Investment Advisors’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Concurrent Investment Advisors’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	$790K	Buy	24,875 +3,735	+18%	+$116K	0.01%	1144
2026 Q1	$561K	Buy	21,140 +10,379	+96%	+$289K	0.01%	1155
2025 Q4	$299K	Buy	10,761 +3,709	+53%	+$105K	﹤0.01%	1411
2025 Q3	$202K	Buy	+7,052	New	+$193K	﹤0.01%	1354

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

Concurrent Investment Advisors's TDVI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 18% in Q2 2026, buying an estimated $116K and bringing the position to 24,875 shares worth $790K. The position accounts for 0.01% of the portfolio, ranked #1144.

Concurrent Investment Advisors first reported a position in TDVI in Q3 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold TDVI as of Q2 2026.

Concurrent Investment Advisors held 24,875 shares of FT Vest Technology Dividend Target Income ETF worth $790K as of Q2 2026.
Concurrent Investment Advisors bought 3,735 FT Vest Technology Dividend Target Income ETF shares in Q2 2026, an estimated $116K.
FT Vest Technology Dividend Target Income ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1144 holding.
Concurrent Investment Advisors first reported a position in FT Vest Technology Dividend Target Income ETF in Q3 2025 and has held it in 4 quarters since.
84 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.