Gladstone Institutional Advisory’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Gladstone Institutional Advisory’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	$2.11M	Sell	66,454 -645	-1%	-$20K	0.07%	284
2026 Q1	$1.78M	Buy	67,099 +42,524	+173%	+$1.18M	0.07%	279
2025 Q4	$682K	Buy	+24,575	New	+$697K	0.03%	437

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

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 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

Gladstone Institutional Advisory's TDVI Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 0.96% in Q2 2026, selling an estimated $20K and leaving 66,454 shares worth $2.11M. The position accounts for 0.07% of the portfolio, ranked #284.

Gladstone Institutional Advisory first reported a position in TDVI in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold TDVI as of Q2 2026.

Gladstone Institutional Advisory held 66,454 shares of FT Vest Technology Dividend Target Income ETF worth $2.11M as of Q2 2026.
Gladstone Institutional Advisory sold 645 FT Vest Technology Dividend Target Income ETF shares in Q2 2026, an estimated $20K.
FT Vest Technology Dividend Target Income ETF made up 0.07% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #284 holding.
Gladstone Institutional Advisory first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2025 and has held it in 3 quarters since.
85 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.