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 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

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

SCS

Southern Capital Services Daphne, Alabama $178M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

LPL Financial's TDVI Position: Q2 2026 in Review

LPL Financial increased its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 62% in Q2 2026, buying an estimated $8.91M and bringing the position to 748,794 shares worth $23.8M. The position accounts for 0.01% of the portfolio, ranked #1464.

LPL Financial first reported a position in TDVI in Q2 2024 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold TDVI as of Q2 2026.

LPL Financial held 748,794 shares of FT Vest Technology Dividend Target Income ETF worth $23.8M as of Q2 2026.
LPL Financial bought 287,910 FT Vest Technology Dividend Target Income ETF shares in Q2 2026, an estimated $8.91M.
FT Vest Technology Dividend Target Income ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1464 holding.
LPL Financial first reported a position in FT Vest Technology Dividend Target Income ETF in Q2 2024 and has held it in 7 quarters since.
84 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.