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

Foundations 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
2024
Q4 		– Sell
-11,390
Closed -$285K – 886
2024
Q3 		$285K Sell
11,390
-5,254
-32% -$127K 0.01% 651
2024
Q2 		$402K Sell
16,644
-1,362
-8% -$31.2K 0.01% 543
2024
Q1 		$407K Buy
18,006
+260
+1% +$5.71K 0.01% 512
2023
Q4 		$386K Buy
+17,746
New +$353K 0.01% 492

Other funds holding TDVI

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Foundations Investment Advisors's TDVI Position: Q4 2024 in Review

Foundations Investment Advisors sold out of FT Vest Technology Dividend Target Income ETF (TDVI) in Q4 2024, closing a stake of 11,390 shares — an estimated $285K sold.

Foundations Investment Advisors first reported a position in TDVI in Q4 2023 and held it in 4 quarters. The position peaked at $407K in Q1 2024. 18 funds tracked by Wall St. Rank hold TDVI as of Q4 2024.

  • Foundations Investment Advisors reported no remaining FT Vest Technology Dividend Target Income ETF position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 11,390 FT Vest Technology Dividend Target Income ETF shares in Q4 2024, an estimated $285K.
  • Foundations Investment Advisors first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2023 and held it in 4 quarters.
  • Foundations Investment Advisors's FT Vest Technology Dividend Target Income ETF position peaked at $407K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.