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Triumph Capital Management’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Triumph Capital Management’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 		$617K Buy
19,421
+16,278
+518% +$504K 0.11% 184
2026
Q1 		$83.5K Sell
3,143
-200
-6% -$5.56K 0.02% 500
2025
Q4 		$92.7K Buy
+3,343
New +$94.8K 0.02% 453

Other funds holding TDVI

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Triumph Capital Management's TDVI Position: Q2 2026 in Review

Triumph Capital Management increased its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 518% in Q2 2026, buying an estimated $504K and bringing the position to 19,421 shares worth $617K. The position accounts for 0.11% of the portfolio, ranked #184.

Triumph Capital Management first reported a position in TDVI in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold TDVI as of Q2 2026.

  • Triumph Capital Management held 19,421 shares of FT Vest Technology Dividend Target Income ETF worth $617K as of Q2 2026.
  • Triumph Capital Management bought 16,278 FT Vest Technology Dividend Target Income ETF shares in Q2 2026, an estimated $504K.
  • FT Vest Technology Dividend Target Income ETF made up 0.11% of Triumph Capital Management's portfolio in Q2 2026, its #184 holding.
  • Triumph Capital Management first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.