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 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 $261M AUM 11.77% 1-Year Est. Return

SCS

Southern Capital Services Daphne, Alabama $156M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sequent Planning's TDVI Position: Q1 2026 in Review

Sequent Planning increased its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 6.7% in Q1 2026, buying an estimated $158K and bringing the position to 90,157 shares worth $2.39M. The position accounts for 0.58% of the portfolio, ranked #47.

Sequent Planning first reported a position in TDVI in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold TDVI as of Q1 2026.

Sequent Planning held 90,157 shares of FT Vest Technology Dividend Target Income ETF worth $2.39M as of Q1 2026.
Sequent Planning bought 5,672 FT Vest Technology Dividend Target Income ETF shares in Q1 2026, an estimated $158K.
FT Vest Technology Dividend Target Income ETF made up 0.58% of Sequent Planning's portfolio in Q1 2026, its #47 holding.
Sequent Planning first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2025 and has held it in 2 quarters since.
64 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.