PFGIA
TDVI icon

Patriot Financial Group Insurance Agency’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-17,130
Closed -$455K – 669
2026
Q1 		$455K Buy
17,130
+9,531
+125% +$265K 0.03% 468
2025
Q4 		$211K Sell
7,599
-76
-1% -$2.15K 0.03% 469
2025
Q3 		$220K Buy
+7,675
New +$210K 0.03% 444

Other funds holding TDVI

LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCS
Southern Capital Services Daphne, Alabama $178M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Envestnet Asset Management
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TDVI Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest Technology Dividend Target Income ETF (TDVI) in Q2 2026, closing a stake of 17,130 shares — an estimated $455K sold.

Patriot Financial Group Insurance Agency first reported a position in TDVI in Q3 2025 and held it in 3 quarters. The position peaked at $455K in Q1 2026. 52 funds tracked by Wall St. Rank hold TDVI as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining FT Vest Technology Dividend Target Income ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 17,130 FT Vest Technology Dividend Target Income ETF shares in Q2 2026, an estimated $455K.
  • Patriot Financial Group Insurance Agency first reported a position in FT Vest Technology Dividend Target Income ETF in Q3 2025 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's FT Vest Technology Dividend Target Income ETF position peaked at $455K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.