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Greenberg Financial Group’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Greenberg Financial Group’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
2025
Q4 		$201K Buy
+7,250
New +$206K 0.08% 101
2025
Q2 		$598K Buy
18,820
+5,255
+39% +$124K 0.22% 63
2025
Q1 		$360K Buy
+13,565
New +$328K 0.15% 71

Other funds holding TDVI

LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
SCS
Southern Capital Services Daphne, Alabama $178M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Greenberg Financial Group's TDVI Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in FT Vest Technology Dividend Target Income ETF (TDVI) in Q4 2025: 7,250 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #101 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in TDVI as recently as Q2 2025.

Greenberg Financial Group first reported a position in TDVI in Q1 2025 and has held it in 3 quarters since. The position peaked at $598K in Q2 2025. 64 funds tracked by Wall St. Rank hold TDVI as of Q4 2025.

  • Greenberg Financial Group held 7,250 shares of FT Vest Technology Dividend Target Income ETF worth $201K as of Q4 2025.
  • FT Vest Technology Dividend Target Income ETF was a new Greenberg Financial Group position in Q4 2025.
  • FT Vest Technology Dividend Target Income ETF made up 0.08% of Greenberg Financial Group's portfolio in Q4 2025, its #101 holding.
  • Greenberg Financial Group first reported a position in FT Vest Technology Dividend Target Income ETF in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's FT Vest Technology Dividend Target Income ETF position peaked at $598K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.