Wagner Wealth Management (South Carolina)’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Wagner Wealth Management (South Carolina)’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
2025 Q1	–	Sell	-2,885	Closed	-$69.5K	–	250
2024 Q4	$69.5K	Buy	2,885 +45	+2%	+$1.11K	0.02%	141
2024 Q3	$71K	Buy	2,840 +44	+2%	+$1.06K	0.02%	140
2024 Q2	$67.5K	Buy	2,796 +42	+2%	+$961	0.02%	162
2024 Q1	$62.3K	Buy	2,754 +28	+1%	+$615	0.02%	162
2023 Q4	$58K	Buy	+2,726	New	+$54.3K	0.02%	159

Other funds holding TDVI

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s TDVI Position: Q1 2025 in Review

Wagner Wealth Management (South Carolina) sold out of FT Vest Technology Dividend Target Income ETF (TDVI) in Q1 2025, closing a stake of 2,885 shares — an estimated $69.5K sold.

Wagner Wealth Management (South Carolina) first reported a position in TDVI in Q4 2023 and held it in 5 quarters. The position peaked at $71K in Q3 2024. 31 funds tracked by Wall St. Rank hold TDVI as of Q1 2025.

Wagner Wealth Management (South Carolina) reported no remaining FT Vest Technology Dividend Target Income ETF position as of Q1 2025 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 2,885 FT Vest Technology Dividend Target Income ETF shares in Q1 2025, an estimated $69.5K.
Wagner Wealth Management (South Carolina) first reported a position in FT Vest Technology Dividend Target Income ETF in Q4 2023 and held it in 5 quarters.
Wagner Wealth Management (South Carolina)'s FT Vest Technology Dividend Target Income ETF position peaked at $71K in Q3 2024.
31 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q1 2025.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2025, filed 18 Apr 2025.