RiverTree Advisors’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

RiverTree Advisors’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	–	Sell	-23,437	Closed	-$744K	–	82
2026 Q2	$744K	Sell	23,437 -7,684	-25%	-$238K	0.44%	46
2026 Q1	$827K	Sell	31,121 -22,893	-42%	-$636K	0.52%	43
2025 Q4	$1.5M	Sell	54,014 -472	-0.9%	-$13.4K	0.96%	28
2025 Q3	$1.56M	Buy	+54,486	New	+$1.49M	1%	29

Other funds holding TDVI

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

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

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $272M AUM 11.43% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 26.69% 1-Year Est. Return

RiverTree Advisors's TDVI Position: Q3 2026 in Review

RiverTree Advisors sold out of FT Vest Technology Dividend Target Income ETF (TDVI) in Q3 2026, closing a stake of 23,437 shares — an estimated $744K sold.

RiverTree Advisors first reported a position in TDVI in Q3 2025 and held it in 4 quarters. The position peaked at $1.56M in Q3 2025. 21 funds tracked by Wall St. Rank hold TDVI as of Q3 2026.

RiverTree Advisors reported no remaining FT Vest Technology Dividend Target Income ETF position as of Q3 2026 after selling out during the quarter.
RiverTree Advisors sold 23,437 FT Vest Technology Dividend Target Income ETF shares in Q3 2026, an estimated $744K.
RiverTree Advisors first reported a position in FT Vest Technology Dividend Target Income ETF in Q3 2025 and held it in 4 quarters.
RiverTree Advisors's FT Vest Technology Dividend Target Income ETF position peaked at $1.56M in Q3 2025.
21 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.