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SteelPeak Wealth’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

SteelPeak Wealth’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 		$201K Sell
6,335
-2,750
-30% -$85.1K 0.01% 603
2026
Q1 		$241K Sell
9,085
-11,365
-56% -$316K 0.01% 498
2025
Q4 		$567K Sell
20,450
-13,250
-39% -$376K 0.02% 340
2025
Q3 		$966K Buy
+33,700
New +$923K 0.03% 295

Other funds holding TDVI

SCS
Southern Capital Services Daphne, Alabama $178M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

SteelPeak Wealth's TDVI Position: Q2 2026 in Review

SteelPeak Wealth reduced its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 30% in Q2 2026, selling an estimated $85.1K and leaving 6,335 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #603.

SteelPeak Wealth first reported a position in TDVI in Q3 2025 and has held it in 4 quarters since. The position peaked at $966K in Q3 2025. 20 funds tracked by Wall St. Rank hold TDVI as of Q2 2026.

  • SteelPeak Wealth held 6,335 shares of FT Vest Technology Dividend Target Income ETF worth $201K as of Q2 2026.
  • SteelPeak Wealth sold 2,750 FT Vest Technology Dividend Target Income ETF shares in Q2 2026, an estimated $85.1K.
  • FT Vest Technology Dividend Target Income ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #603 holding.
  • SteelPeak Wealth first reported a position in FT Vest Technology Dividend Target Income ETF in Q3 2025 and has held it in 4 quarters since.
  • SteelPeak Wealth's FT Vest Technology Dividend Target Income ETF position peaked at $966K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.