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Kestra Private Wealth Services’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Kestra Private Wealth Services’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
Q2 		– Sell
-22,343
Closed -$499K – 1679
2025
Q1 		$499K Buy
22,343
+199
+0.9% +$4.81K 0.01% 959
2024
Q4 		$534K Sell
22,144
-272
-1% -$6.73K 0.01% 894
2024
Q3 		$560K Buy
+22,416
New +$542K 0.01% 834

Other funds holding TDVI

LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Kestra Private Wealth Services's TDVI Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of FT Vest Technology Dividend Target Income ETF (TDVI) in Q2 2025, closing a stake of 22,343 shares — an estimated $499K sold.

Kestra Private Wealth Services first reported a position in TDVI in Q3 2024 and held it in 3 quarters. The position peaked at $560K in Q3 2024. 37 funds tracked by Wall St. Rank hold TDVI as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining FT Vest Technology Dividend Target Income ETF position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 22,343 FT Vest Technology Dividend Target Income ETF shares in Q2 2025, an estimated $499K.
  • Kestra Private Wealth Services first reported a position in FT Vest Technology Dividend Target Income ETF in Q3 2024 and held it in 3 quarters.
  • Kestra Private Wealth Services's FT Vest Technology Dividend Target Income ETF position peaked at $560K in Q3 2024.
  • 37 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.