DHJJ Financial Advisors’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

DHJJ Financial 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	$477	Sell	15 -3	-17%	-$93	﹤0.01%	910
2026 Q1	$479	Hold	18	–	–	﹤0.01%	902
2025 Q4	$500	Hold	18	–	–	﹤0.01%	853
2025 Q3	$516	Hold	18	–	–	﹤0.01%	819
2025 Q2	$483	Hold	18	–	–	﹤0.01%	806
2025 Q1	$403	Buy	+18	New	+$435	﹤0.01%	776

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

DHJJ Financial Advisors's TDVI Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 17% in Q2 2026, selling an estimated $93 and leaving 15 shares worth $477. The position accounts for ﹤0.01% of the portfolio, ranked #910.

DHJJ Financial Advisors first reported a position in TDVI in Q1 2025 and has held it in 6 quarters since. The position peaked at $516 in Q3 2025. 84 funds tracked by Wall St. Rank hold TDVI as of Q2 2026.

DHJJ Financial Advisors held 15 shares of FT Vest Technology Dividend Target Income ETF worth $477 as of Q2 2026.
DHJJ Financial Advisors sold 3 FT Vest Technology Dividend Target Income ETF shares in Q2 2026, an estimated $93.
FT Vest Technology Dividend Target Income ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #910 holding.
DHJJ Financial Advisors first reported a position in FT Vest Technology Dividend Target Income ETF in Q1 2025 and has held it in 6 quarters since.
DHJJ Financial Advisors's FT Vest Technology Dividend Target Income ETF position peaked at $516 in Q3 2025.
84 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.