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

Triad Wealth Partners’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 		$3.25M Buy
+105,914
New +$3.28M 0.19% 86

Other funds holding TDVI

LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCS
Southern Capital Services Daphne, Alabama $178M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Triad Wealth Partners's TDVI Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in FT Vest Technology Dividend Target Income ETF (TDVI) in Q2 2026: 105,914 shares worth $3.25M. The stake represents 0.19% of the portfolio and ranks #86 among its holdings.

52 funds tracked by Wall St. Rank hold TDVI as of Q2 2026.

  • Triad Wealth Partners held 105,914 shares of FT Vest Technology Dividend Target Income ETF worth $3.25M as of Q2 2026.
  • FT Vest Technology Dividend Target Income ETF was a new Triad Wealth Partners position in Q2 2026.
  • FT Vest Technology Dividend Target Income ETF made up 0.19% of Triad Wealth Partners's portfolio in Q2 2026, its #86 holding.
  • 52 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.