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FT Vest Technology Dividend Target Income ETF

18 hedge funds and large institutions have $20M invested in FT Vest Technology Dividend Target Income ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

52% more capital invested

Capital invested by funds: $13.1M → $20M (+$6.87M)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more funds holding

Funds holding: 1718 (+1)

4.32% more ownership

Funds ownership: 36.15%40.47% (+4.3%)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
10
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1
Bullseye Investment Management
Ohio
$5.73M +$2.27M +91,548 +63%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.07M +$825K +33,328 +25%
SCA
3
Snowden Capital Advisors
New York
$1.74M +$1.78M +72,136 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.64M +$181K +7,331 +12%
IFG
5
Independent Financial Group
California
$1.41M +$489K +19,772 +51%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$838K +$218K +8,792 +34%
AAS
7
Avantax Advisory Services
Texas
$774K +$795K +32,112 New
PWP
8
Precedent Wealth Partners
Texas
$708K +$727K +29,385 New
AAP
9
Arax Advisory Partners
Colorado
$560K +$576K +23,260 New
KPWS
10
Kestra Private Wealth Services
Texas
$534K -$6.73K -272 -1%
CW
11
CreativeOne Wealth
Kansas
$424K +$436K +17,611 New
FA
12
Faithward Advisors
Pennsylvania
$398K +$409K +16,520 New
CIAS
13
Capital Investment Advisory Services
North Carolina
$331K +$162K +6,537 +91%
Osaic Holdings
14
Osaic Holdings
Arizona
$263K +$147K +5,957 +121%
AWA
15
Arkadios Wealth Advisors
Georgia
$248K +$37.3K +1,506 +17%
HI
16
Harbour Investments
Wisconsin
$147K +$94.6K +3,825 +168%
CA
17
CoreCap Advisors
Michigan
$108K -$29.3K -1,185 -21%
WWMSC
18
Wagner Wealth Management (South Carolina)
South Carolina
$69.5K +$1.11K +45 +2%
OMC
19
Old Mission Capital
Illinois
-$548K -21,910 Closed
FIA
20
Foundations Investment Advisors
Arizona
-$285K -11,390 Closed
KWM
21
Kingsview Wealth Management
Oregon
-$202K -8,100 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$101K -4,024 Closed

TDVI Hedge Fund Activity: Q4 2024 in Review

18 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest Technology Dividend Target Income ETF (TDVI) for Q4 2024, worth a combined $20M — up 52% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TDVI positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was Bullseye Investment Management, adding an estimated $2.27M. The largest seller was Old Mission Capital, exiting entirely with an estimated $548K sold.

  • 18 institutional investors held FT Vest Technology Dividend Target Income ETF (TDVI) as of Q4 2024, up from 17 in Q3 2024.
  • Funds reported $20M of FT Vest Technology Dividend Target Income ETF stock for Q4 2024, up 52% quarter-over-quarter.
  • 6 funds opened new FT Vest Technology Dividend Target Income ETF positions in Q4 2024 and 4 closed out, a net change of +2 holders.
  • The largest FT Vest Technology Dividend Target Income ETF buyer in Q4 2024 was Bullseye Investment Management, an estimated $2.27M added.
  • The largest FT Vest Technology Dividend Target Income ETF seller in Q4 2024 was Old Mission Capital, an estimated $548K sold.

Based on aggregated 13F filings for Q4 2024.