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Jaffetilchin Investment Partners’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		– Sell
-31,988
Closed -$887K – 500
2025
Q4 		$887K Sell
31,988
-10,686
-25% -$303K 0.05% 200
2025
Q3 		$1.22M Buy
42,674
+4,875
+13% +$134K 0.07% 165
2025
Q2 		$1.01M Buy
+37,799
New +$891K 0.07% 180

Other funds holding TDVI

LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
SCS
Southern Capital Services Daphne, Alabama $178M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jaffetilchin Investment Partners's TDVI Position: Q1 2026 in Review

Jaffetilchin Investment Partners sold out of FT Vest Technology Dividend Target Income ETF (TDVI) in Q1 2026, closing a stake of 31,988 shares — an estimated $887K sold.

Jaffetilchin Investment Partners first reported a position in TDVI in Q2 2025 and held it in 3 quarters. The position peaked at $1.22M in Q3 2025. 64 funds tracked by Wall St. Rank hold TDVI as of Q1 2026.

  • Jaffetilchin Investment Partners reported no remaining FT Vest Technology Dividend Target Income ETF position as of Q1 2026 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 31,988 FT Vest Technology Dividend Target Income ETF shares in Q1 2026, an estimated $887K.
  • Jaffetilchin Investment Partners first reported a position in FT Vest Technology Dividend Target Income ETF in Q2 2025 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's FT Vest Technology Dividend Target Income ETF position peaked at $1.22M in Q3 2025.
  • 64 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.