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

Larson 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 Q1	$121K	Hold	4,570	–	–	﹤0.01%	912
2025 Q4	$127K	Buy	+4,570	New	+$130K	﹤0.01%	849

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Larson Financial Group's TDVI Position: Q1 2026 in Review

Larson Financial Group held its FT Vest Technology Dividend Target Income ETF (TDVI) position steady in Q1 2026 at 4,570 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Larson Financial Group first reported a position in TDVI in Q4 2025 and has held it in 2 quarters since. The position peaked at $127K in Q4 2025. 64 funds tracked by Wall St. Rank hold TDVI as of Q1 2026.

Larson Financial Group held 4,570 shares of FT Vest Technology Dividend Target Income ETF worth $121K as of Q1 2026.
Larson Financial Group left its FT Vest Technology Dividend Target Income ETF share count unchanged in Q1 2026.
FT Vest Technology Dividend Target Income ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #912 holding.
Larson Financial Group first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2025 and has held it in 2 quarters since.
Larson Financial Group's FT Vest Technology Dividend Target Income ETF position peaked at $127K in Q4 2025.
64 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.