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

Independent 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
2026 Q2	$4.45M	Sell	140,181 -67,128	-32%	-$2.08M	0.08%	234
2026 Q1	$5.51M	Buy	207,309 +14,171	+7%	+$394K	0.12%	165
2025 Q4	$5.36M	Buy	193,138 +66,487	+52%	+$1.88M	0.12%	159
2025 Q3	$3.63M	Buy	126,651 +50,505	+66%	+$1.38M	0.09%	212
2025 Q2	$2.04M	Buy	76,146 +22,210	+41%	+$524K	0.06%	334
2025 Q1	$1.2M	Sell	53,936 -4,410	-8%	-$107K	0.04%	433
2024 Q4	$1.41M	Buy	58,346 +19,772	+51%	+$489K	0.05%	387
2024 Q3	$964K	Buy	38,574 +13,020	+51%	+$315K	0.04%	449
2024 Q2	$617K	Buy	25,554 +3,570	+16%	+$81.7K	0.02%	537
2024 Q1	$497K	Buy	21,984 +7,301	+50%	+$160K	0.02%	586
2023 Q4	$312K	Buy	+14,683	New	+$292K	0.02%	706

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

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

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Independent Financial Group's TDVI Position: Q2 2026 in Review

Independent Financial Group reduced its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 32% in Q2 2026, selling an estimated $2.08M and leaving 140,181 shares worth $4.45M. The position accounts for 0.08% of the portfolio, ranked #234.

Independent Financial Group first reported a position in TDVI in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.51M in Q1 2026. 84 funds tracked by Wall St. Rank hold TDVI as of Q2 2026.

Independent Financial Group held 140,181 shares of FT Vest Technology Dividend Target Income ETF worth $4.45M as of Q2 2026.
Independent Financial Group sold 67,128 FT Vest Technology Dividend Target Income ETF shares in Q2 2026, an estimated $2.08M.
FT Vest Technology Dividend Target Income ETF made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #234 holding.
Independent Financial Group first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2023 and has held it in 11 quarters since.
Independent Financial Group's FT Vest Technology Dividend Target Income ETF position peaked at $5.51M in Q1 2026.
84 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.