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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
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

SCS
Southern Capital Services Daphne, Alabama $178M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM

Owen LaRue's TDVI Position: Q2 2026 in Review

Owen LaRue increased its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 86% in Q2 2026, buying an estimated $441K and bringing the position to 30,936 shares worth $983K. The position accounts for 0.34% of the portfolio, ranked #66.

Owen LaRue first reported a position in TDVI in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold TDVI as of Q2 2026.

  • Owen LaRue held 30,936 shares of FT Vest Technology Dividend Target Income ETF worth $983K as of Q2 2026.
  • Owen LaRue bought 14,271 FT Vest Technology Dividend Target Income ETF shares in Q2 2026, an estimated $441K.
  • FT Vest Technology Dividend Target Income ETF made up 0.34% of Owen LaRue's portfolio in Q2 2026, its #66 holding.
  • Owen LaRue first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.