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Future Financial Wealth Management’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Future Financial Wealth Management’s Portfolio TDVG Stock Details TDVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$314K Buy
6,738
+10
+0.1% +$458 0.2% 88
2025
Q4 		$304K Sell
6,728
-88
-1% -$3.91K 0.2% 89
2025
Q3 		$300K Sell
6,816
-20
-0.3% -$860 0.19% 87
2025
Q2 		$290K Hold
6,836
– – 0.2% 87
2025
Q1 		$276K Sell
6,836
-590
-8% -$24.1K 0.2% 88
2024
Q4 		$294K Sell
7,426
-2,290
-24% -$93.4K 0.22% 84
2024
Q3 		$398K Hold
9,716
– – 0.28% 69
2024
Q2 		$374K Sell
9,716
-6,128
-39% -$231K 0.33% 71
2024
Q1 		$602K Sell
15,844
-440
-3% -$16K 0.46% 45
2023
Q4 		$574K Buy
16,284
+10
+0.1% +$332 0.57% 45
2023
Q3 		$522K Sell
16,274
-104
-0.6% -$3.47K 0.58% 45
2023
Q2 		$546K Sell
16,378
-2,611
-14% -$84.3K 0.57% 44
2023
Q1 		$608K Sell
18,989
-18,435
-49% -$586K 0.67% 41
2022
Q4 		$1.17M Buy
37,424
+7,565
+25% +$234K 1.34% 22
2022
Q3 		$889K Sell
29,859
-305
-1% -$9.47K 1.02% 32
2022
Q2 		$1.01M Hold
30,164
– – 0.99% 34
2022
Q1 		$1.01M Buy
30,164
+1,339
+5% +$44.5K 0.84% 34
2021
Q4 		$1.01M Buy
28,825
+2,475
+9% +$83.8K 0.81% 36
2021
Q3 		$835K Hold
26,350
– – 0.86% 42
2021
Q2 		$835K Buy
26,350
+1,604
+6% +$50K 0.86% 42
2021
Q1 		$734K Buy
+24,746
New +$711K 0.84% 36

Other funds holding TDVG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Future Financial Wealth Management's TDVG Position: Q1 2026 in Review

Future Financial Wealth Management increased its T. Rowe Price Dividend Growth ETF (TDVG) stake by 0.15% in Q1 2026, buying an estimated $458 and bringing the position to 6,738 shares worth $314K. The position accounts for 0.2% of the portfolio, ranked #88.

Future Financial Wealth Management first reported a position in TDVG in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.17M in Q4 2022. 130 funds tracked by Wall St. Rank hold TDVG as of Q1 2026.

  • Future Financial Wealth Management held 6,738 shares of T. Rowe Price Dividend Growth ETF worth $314K as of Q1 2026.
  • Future Financial Wealth Management bought 10 T. Rowe Price Dividend Growth ETF shares in Q1 2026, an estimated $458.
  • T. Rowe Price Dividend Growth ETF made up 0.2% of Future Financial Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Future Financial Wealth Management first reported a position in T. Rowe Price Dividend Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Future Financial Wealth Management's T. Rowe Price Dividend Growth ETF position peaked at $1.17M in Q4 2022.
  • 130 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.