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Kingsview Wealth Management’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Kingsview Wealth Management’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
2024
Q4 		– Sell
-8,100
Closed -$202K – 1186
2024
Q3 		$202K Buy
+8,100
New +$196K ﹤0.01% 1038

Other funds holding TDVI

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
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Kingsview Wealth Management's TDVI Position: Q4 2024 in Review

Kingsview Wealth Management sold out of FT Vest Technology Dividend Target Income ETF (TDVI) in Q4 2024, closing a stake of 8,100 shares — an estimated $202K sold.

Kingsview Wealth Management first reported a position in TDVI in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 18 funds tracked by Wall St. Rank hold TDVI as of Q4 2024.

  • Kingsview Wealth Management reported no remaining FT Vest Technology Dividend Target Income ETF position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,100 FT Vest Technology Dividend Target Income ETF shares in Q4 2024, an estimated $202K.
  • Kingsview Wealth Management first reported a position in FT Vest Technology Dividend Target Income ETF in Q3 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's FT Vest Technology Dividend Target Income ETF position peaked at $202K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.