Sequent Planning’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Sequent Planning’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	$2.69M	Sell	84,555 -5,602	-6%	-$173K	0.57%	45
2026 Q1	$2.39M	Buy	90,157 +5,672	+7%	+$158K	0.58%	47
2025 Q4	$2.34M	Buy	+84,485	New	+$2.4M	0.6%	42

Other funds holding TDVI

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCS

Southern Capital Services Daphne, Alabama $178M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sequent Planning's TDVI Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 6.2% in Q2 2026, selling an estimated $173K and leaving 84,555 shares worth $2.69M. The position accounts for 0.57% of the portfolio, ranked #45.

Sequent Planning first reported a position in TDVI in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold TDVI as of Q2 2026.

Sequent Planning held 84,555 shares of FT Vest Technology Dividend Target Income ETF worth $2.69M as of Q2 2026.
Sequent Planning sold 5,602 FT Vest Technology Dividend Target Income ETF shares in Q2 2026, an estimated $173K.
FT Vest Technology Dividend Target Income ETF made up 0.57% of Sequent Planning's portfolio in Q2 2026, its #45 holding.
Sequent Planning first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2025 and has held it in 3 quarters since.
84 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.