Wealth Enhancement Advisory Services
TDVI icon

Wealth Enhancement Advisory Services’s FT Vest Technology Dividend Target Income ETF TDVI Stock Holding History

Wealth Enhancement Advisory Services’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 		$399K Sell
12,616
-2,112
-14% -$65.3K ﹤0.01% 2914
2026
Q1 		$394K Sell
14,728
-7,248
-33% -$201K ﹤0.01% 2521
2025
Q4 		$627K Buy
21,976
+3,259
+17% +$92.4K ﹤0.01% 2311
2025
Q3 		$541K Buy
18,717
+8,854
+90% +$243K ﹤0.01% 2307
2025
Q2 		$270K Sell
9,863
-1,613
-14% -$38K ﹤0.01% 2727
2025
Q1 		$256K Buy
+11,476
New +$277K ﹤0.01% 2560
2024
Q3 		– Sell
-17,720
Closed -$428K – 2911
2024
Q2 		$428K Buy
+17,720
New +$406K ﹤0.01% 1738

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
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 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

Wealth Enhancement Advisory Services's TDVI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its FT Vest Technology Dividend Target Income ETF (TDVI) stake by 14% in Q2 2026, selling an estimated $65.3K and leaving 12,616 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #2914.

Wealth Enhancement Advisory Services first reported a position in TDVI in Q2 2024 and has held it in 7 quarters since. The position peaked at $627K in Q4 2025. 9 funds tracked by Wall St. Rank hold TDVI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,616 shares of FT Vest Technology Dividend Target Income ETF worth $399K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 2,112 FT Vest Technology Dividend Target Income ETF shares in Q2 2026, an estimated $65.3K.
  • FT Vest Technology Dividend Target Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2914 holding.
  • Wealth Enhancement Advisory Services first reported a position in FT Vest Technology Dividend Target Income ETF in Q2 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's FT Vest Technology Dividend Target Income ETF position peaked at $627K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held FT Vest Technology Dividend Target Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.