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

LPL Financial’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 Q3	$31.9M	Buy	1,037,697 +288,903	+39%	+$8.98M	0.01%	1306
2026 Q2	$23.8M	Buy	748,794 +287,910	+62%	+$8.91M	0.01%	1464
2026 Q1	$12.2M	Buy	460,884 +54,108	+13%	+$1.5M	﹤0.01%	1828
2025 Q4	$11.3M	Buy	406,776 +124,781	+44%	+$3.54M	﹤0.01%	1831
2025 Q3	$8.08M	Buy	281,995 +199,789	+243%	+$5.47M	﹤0.01%	2071
2025 Q2	$2.2M	Buy	82,206 +57,775	+236%	+$1.36M	﹤0.01%	3033
2025 Q1	$546K	Buy	+24,431	New	+$590K	﹤0.01%	4093
2024 Q3	–	Sell	-36,128	Closed	-$872K	–	5280
2024 Q2	$872K	Buy	+36,128	New	+$827K	﹤0.01%	3383

Other funds holding TDVI

Luken Investment Analytics Brentwood, Tennessee $290M AUM 10.79% 1-Year Est. Return

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial's TDVI Position: Q3 2026 in Review

LPL Financial increased its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 39% in Q3 2026, buying an estimated $8.98M and bringing the position to 1,037,697 shares worth $31.9M. The position accounts for 0.01% of the portfolio, ranked #1306.

LPL Financial first reported a position in TDVI in Q2 2024 and has held it in 8 quarters since. 48 funds tracked by Wall St. Rank hold TDVI as of Q3 2026.

LPL Financial held 1,037,697 shares of FT Vest Technology Dividend Target Income ETF worth $31.9M as of Q3 2026.
LPL Financial bought 288,903 FT Vest Technology Dividend Target Income ETF shares in Q3 2026, an estimated $8.98M.
FT Vest Technology Dividend Target Income ETF made up 0.01% of LPL Financial's portfolio in Q3 2026, its #1306 holding.
LPL Financial first reported a position in FT Vest Technology Dividend Target Income ETF in Q2 2024 and has held it in 8 quarters since.
48 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.