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

Uniting 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	$696K	Buy	21,899 +13,984	+177%	+$433K	0.14%	96
2026 Q1	$210K	Buy	+7,915	New	+$220K	0.04%	190

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

SCS

Southern Capital Services Daphne, Alabama $178M AUM

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

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

Uniting Wealth Partners increased its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 177% in Q2 2026, buying an estimated $433K and bringing the position to 21,899 shares worth $696K. The position accounts for 0.14% of the portfolio, ranked #96.

Uniting Wealth Partners first reported a position in TDVI in Q1 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold TDVI as of Q2 2026.

Uniting Wealth Partners held 21,899 shares of FT Vest Technology Dividend Target Income ETF worth $696K as of Q2 2026.
Uniting Wealth Partners bought 13,984 FT Vest Technology Dividend Target Income ETF shares in Q2 2026, an estimated $433K.
FT Vest Technology Dividend Target Income ETF made up 0.14% of Uniting Wealth Partners's portfolio in Q2 2026, its #96 holding.
Uniting Wealth Partners first reported a position in FT Vest Technology Dividend Target Income ETF in Q1 2026 and has held it in 2 quarters since.
84 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.