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FT Vest Technology Dividend Target Income ETF

18 hedge funds and large institutions have $16.1M invested in FT Vest Technology Dividend Target Income ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

162% more capital invested

Capital invested by funds: $6.16M → $16.1M (+$9.98M)

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

100% more funds holding

Funds holding: 918 (+9)

37.8% more ownership

Funds ownership: 31.79%69.59% (+38%)

Holders
18
Holders Change
+9
Holders Change %
+100%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
5
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AO
1
Advisor OS
Illinois
$8.1M +$10.7M +466,743 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.89M +$94.1K +4,112 +4%
BIM
3
Bullseye Investment Management
Ohio
$1.34M +$1.29M +56,405 New
LPL Financial
4
LPL Financial
California
$872K +$827K +36,128 New
Jane Street
5
Jane Street
New York
$857K +$812K +35,478 New
IFG
6
Independent Financial Group
California
$617K +$81.7K +3,570 +16%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$428K +$406K +17,720 New
FIA
8
Foundations Investment Advisors
Arizona
$402K -$31.2K -1,362 -8%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$248K +$235K +10,282 New
CA
10
CoreCap Advisors
Michigan
$155K +$146K +6,399 New
Osaic Holdings
11
Osaic Holdings
Arizona
$69.4K +$37.7K +1,648 +134%
WWMSC
12
Wagner Wealth Management (South Carolina)
South Carolina
$67.5K +$961 +42 +2%
HI
13
Harbour Investments
Wisconsin
$45.1K +$28.5K +1,245 +200%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$30K -$247K -10,774 -90%
IAIM
15
International Assets Investment Management
Florida
$9.66K +$9.16K +400 New
CIAS
16
Capital Investment Advisory Services
North Carolina
$2.49K +$2.36K +103 New
UBS Group
17
UBS Group
Switzerland
$918 +$870 +38 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$24 +$23 +1 New
KAS
19
Kestra Advisory Services
Texas
-$1.23M -54,175 Closed

TDVI Hedge Fund Activity: Q2 2024 in Review

18 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest Technology Dividend Target Income ETF (TDVI) for Q2 2024, worth a combined $16.1M — up 162% from $6.16M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TDVI positions and 1 closed out — a net gain of 10 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Advisor OS, opening a new position worth an estimated $10.7M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $1.23M sold.

  • 18 institutional investors held FT Vest Technology Dividend Target Income ETF (TDVI) as of Q2 2024, up from 9 in Q1 2024.
  • Funds reported $16.1M of FT Vest Technology Dividend Target Income ETF stock for Q2 2024, up 162% quarter-over-quarter.
  • 11 funds opened new FT Vest Technology Dividend Target Income ETF positions in Q2 2024 and 1 closed out, a net change of +10 holders.
  • The largest FT Vest Technology Dividend Target Income ETF buyer in Q2 2024 was Advisor OS, an estimated $10.7M added.
  • The largest FT Vest Technology Dividend Target Income ETF seller in Q2 2024 was Kestra Advisory Services, an estimated $1.23M sold.

Based on aggregated 13F filings for Q2 2024.