Owen LaRue’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Owen LaRue’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	$1.3M	Buy	42,236 +11,300	+37%	+$351K	0.43%	58
2026 Q2	$983K	Buy	30,936 +14,271	+86%	+$441K	0.34%	66
2026 Q1	$443K	Buy	16,665 +8,408	+102%	+$234K	0.17%	96
2025 Q4	$229K	Buy	+8,257	New	+$234K	0.09%	111

Other funds holding TDVI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

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

Owen LaRue's TDVI Position: Q3 2026 in Review

Owen LaRue increased its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 37% in Q3 2026, buying an estimated $351K and bringing the position to 42,236 shares worth $1.3M. The position accounts for 0.43% of the portfolio, ranked #58.

Owen LaRue first reported a position in TDVI in Q4 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold TDVI as of Q3 2026.

Owen LaRue held 42,236 shares of FT Vest Technology Dividend Target Income ETF worth $1.3M as of Q3 2026.
Owen LaRue bought 11,300 FT Vest Technology Dividend Target Income ETF shares in Q3 2026, an estimated $351K.
FT Vest Technology Dividend Target Income ETF made up 0.43% of Owen LaRue's portfolio in Q3 2026, its #58 holding.
Owen LaRue first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2025 and has held it in 4 quarters since.
68 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q3 2026.

Based on Owen LaRue's 13F filing for Q3 2026, filed 13 Nov 2026.