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

Mission 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 Q2	$279K	Buy	+8,799	New	+$272K	0.23%	115
2025 Q1	$287K	Buy	+10,816	New	+$261K	0.27%	106

Other funds holding TDVI

LIA

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Mission Financial Group's TDVI Position: Q2 2026 in Review

Mission Financial Group opened a new position in FT Vest Technology Dividend Target Income ETF (TDVI) in Q2 2026: 8,799 shares worth $279K. The stake represents 0.23% of the portfolio and ranks #115 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in TDVI as recently as Q1 2025.

Mission Financial Group first reported a position in TDVI in Q1 2025 and has held it in 2 quarters since. The position peaked at $287K in Q1 2025. 84 funds tracked by Wall St. Rank hold TDVI as of Q2 2026.

Mission Financial Group held 8,799 shares of FT Vest Technology Dividend Target Income ETF worth $279K as of Q2 2026.
FT Vest Technology Dividend Target Income ETF was a new Mission Financial Group position in Q2 2026.
FT Vest Technology Dividend Target Income ETF made up 0.23% of Mission Financial Group's portfolio in Q2 2026, its #115 holding.
Mission Financial Group first reported a position in FT Vest Technology Dividend Target Income ETF in Q1 2025 and has held it in 2 quarters since.
Mission Financial Group's FT Vest Technology Dividend Target Income ETF position peaked at $287K in Q1 2025.
84 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.