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

Retirement 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
2024
Q1 		$1.04M Sell
59,794
-1,565
-3% -$34.4K 0.37% 39
2023
Q4 		$1.03M Buy
+61,359
New +$1.22M 0.42% 35

Other funds holding TDVI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Retirement Group's TDVI Position: Q1 2024 in Review

Retirement Group reduced its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 2.6% in Q1 2024, selling an estimated $34.4K and leaving 59,794 shares worth $1.04M. The position accounts for 0.37% of the portfolio, ranked #39.

Retirement Group first reported a position in TDVI in Q4 2023 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold TDVI as of Q1 2024.

  • Retirement Group held 59,794 shares of FT Vest Technology Dividend Target Income ETF worth $1.04M as of Q1 2024.
  • Retirement Group sold 1,565 FT Vest Technology Dividend Target Income ETF shares in Q1 2024, an estimated $34.4K.
  • FT Vest Technology Dividend Target Income ETF made up 0.37% of Retirement Group's portfolio in Q1 2024, its #39 holding.
  • Retirement Group first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2023 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.