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FT Vest Technology Dividend Target Income ETF

17 hedge funds and large institutions have $13.1M invested in FT Vest Technology Dividend Target Income ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

6% less funds holding

Funds holding: 1817 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

19% less capital invested

Capital invested by funds: $16.1M → $13.1M (-$3.01M)

33.44% less ownership

Funds ownership: 69.59%36.15% (-33%)

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
2
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1
Bullseye Investment Management
Ohio
$3.68M +$2.17M +89,923 +159%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.39M +$388K +16,070 +13%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.52M +$1.47M +60,687 New
IFG
4
Independent Financial Group
California
$964K +$315K +13,020 +51%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$649K +$379K +15,685 +153%
KPWS
6
Kestra Private Wealth Services
Texas
$560K +$542K +22,416 New
OMC
7
Old Mission Capital
Illinois
$548K +$529K +21,910 New
C
8
CEDRUS
Colorado
$433K +$418K +17,310 New
FIA
9
Foundations Investment Advisors
Arizona
$285K -$127K -5,254 -32%
AWA
10
Arkadios Wealth Advisors
Georgia
$220K +$213K +8,802 New
KWM
11
Kingsview Wealth Management
Oregon
$202K +$196K +8,100 New
CIAS
12
Capital Investment Advisory Services
North Carolina
$180K +$172K +7,113 +6,906%
CA
13
CoreCap Advisors
Michigan
$142K -$17.2K -712 -11%
Osaic Holdings
14
Osaic Holdings
Arizona
$123K +$49.9K +2,065 +72%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$101K +$67.1K +2,777 +223%
WWMSC
16
Wagner Wealth Management (South Carolina)
South Carolina
$71K +$1.06K +44 +2%
HI
17
Harbour Investments
Wisconsin
$56.8K +$9.79K +405 +22%
AO
18
Advisor OS
Illinois
-$8.1M -466,743 Closed
LPL Financial
19
LPL Financial
California
-$872K -36,128 Closed
Jane Street
20
Jane Street
New York
-$857K -35,478 Closed
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
-$428K -17,720 Closed
IAIM
22
International Assets Investment Management
Florida
-$9.66K -400 Closed
UBS Group
23
UBS Group
Switzerland
-$918 -38 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
-$24 -1 Closed

TDVI Hedge Fund Activity: Q3 2024 in Review

17 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest Technology Dividend Target Income ETF (TDVI) for Q3 2024, worth a combined $13.1M — down 19% from $16.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of TDVI and 6 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 9 added.

The largest buyer was Bullseye Investment Management, adding an estimated $2.17M. The largest seller was Advisor OS, exiting entirely with an estimated $8.1M sold.

  • 17 institutional investors held FT Vest Technology Dividend Target Income ETF (TDVI) as of Q3 2024, down from 18 in Q2 2024.
  • Funds reported $13.1M of FT Vest Technology Dividend Target Income ETF stock for Q3 2024, down 19% quarter-over-quarter.
  • 6 funds opened new FT Vest Technology Dividend Target Income ETF positions in Q3 2024 and 7 closed out, a net change of -1 holder.
  • The largest FT Vest Technology Dividend Target Income ETF buyer in Q3 2024 was Bullseye Investment Management, an estimated $2.17M added.
  • The largest FT Vest Technology Dividend Target Income ETF seller in Q3 2024 was Advisor OS, an estimated $8.1M sold.

Based on aggregated 13F filings for Q3 2024.