We are live on ! Find out more
TDVI icon

FT Vest Technology Dividend Target Income ETF
TDVI

11 hedge funds and large institutions have $17M invested in FT Vest Technology Dividend Target Income ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

175% more funds holding

Funds holding: 4 → 11 (+7)

122% more capital invested

Capital invested by funds: $7.65M → $17M (+$9.33M)

245.99% less ownership

Funds ownership: 477.01% → 231.03% (-246%)

Holders
11
Holders Change
+7
Holders Change %
+175%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
2
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.08M
2
KAS
Kestra Advisory Services
Texas
+$1.65M
3
RG
Retirement Group
California
+$1.22M
4
CFS
Commonwealth Financial Services
West Virginia
+$1.11M
5
OMC
Old Mission Capital
Illinois
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
AWA
Authentikos Wealth Advisory
California
-$16K
2
UBS Group
UBS Group
Switzerland
-$248
Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1
Advisor OS
Illinois
$8.3M +$524K +26,318 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.22M +$2.08M +104,455 New
KAS
3
Kestra Advisory Services
Texas
$1.76M +$1.65M +82,842 New
OMC
4
Old Mission Capital
Illinois
$1.08M +$1.01M +50,779 New
RG
5
Retirement Group
California
$1.03M +$1.22M +61,359 New
CFS
6
Commonwealth Financial Services
West Virginia
$937K +$1.11M +55,582 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$884K +$628K +31,575 +316%
FIA
8
Foundations Investment Advisors
Arizona
$386K +$353K +17,746 New
IFG
9
Independent Financial Group
California
$312K +$292K +14,683 New
WWMSC
10
Wagner Wealth Management (South Carolina)
South Carolina
$58K +$54.3K +2,726 New
HI
11
Harbour Investments
Wisconsin
$787 +$736 +37 New
AWA
12
Authentikos Wealth Advisory
California
– -$16K -1,000 Closed
UBS Group
13
UBS Group
Switzerland
– -$248 -13 Closed

TDVI Hedge Fund Activity: Q4 2023 in Review

11 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest Technology Dividend Target Income ETF (TDVI) for Q4 2023, worth a combined $17M — up 122% from $7.65M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TDVI positions and 2 closed out — a net gain of 7 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.08M. The largest seller was Authentikos Wealth Advisory, exiting entirely with an estimated $16K sold.

  • 11 institutional investors held FT Vest Technology Dividend Target Income ETF (TDVI) as of Q4 2023, up from 4 in Q3 2023.
  • Funds reported $17M of FT Vest Technology Dividend Target Income ETF stock for Q4 2023, up 122% quarter-over-quarter.
  • 9 funds opened new FT Vest Technology Dividend Target Income ETF positions in Q4 2023 and 2 closed out, a net change of +7 holders.
  • The largest FT Vest Technology Dividend Target Income ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $2.08M added.
  • The largest FT Vest Technology Dividend Target Income ETF seller in Q4 2023 was Authentikos Wealth Advisory, an estimated $16K sold.

Based on aggregated 13F filings for Q4 2023.