Southern Capital Services’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Southern Capital Services’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	$17.2M	Sell	542,063 -17,455	-3%	-$540K	9.66%	2
2026 Q1	$14.9M	Buy	559,518 +13,760	+3%	+$382K	9.55%	2
2025 Q4	$15.1M	Buy	+545,758	New	+$15.5M	9.54%	2

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

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

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Southern Capital Services's TDVI Position: Q2 2026 in Review

Southern Capital Services reduced its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 3.1% in Q2 2026, selling an estimated $540K and leaving 542,063 shares worth $17.2M. The position accounts for 9.66% of the portfolio, ranked #2.

Southern Capital Services 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.

Southern Capital Services held 542,063 shares of FT Vest Technology Dividend Target Income ETF worth $17.2M as of Q2 2026.
Southern Capital Services sold 17,455 FT Vest Technology Dividend Target Income ETF shares in Q2 2026, an estimated $540K.
FT Vest Technology Dividend Target Income ETF made up 9.66% of Southern Capital Services's portfolio in Q2 2026, its #2 holding.
Southern Capital Services 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 Southern Capital Services's 13F filing for Q2 2026, filed 23 Jul 2026.