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FT Vest Technology Dividend Target Income ETF (TDVI) Institutional Ownership

FT Vest Technology Dividend Target Income ETF logo
$30.67 -0.67 (-2.14%)
As of 10:52 AM Eastern
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Institutional Ownership Changes (13F Filings) for FT Vest Technology Dividend Target Income ETF (BATS:TDVI)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$75.15M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$11.15M
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TDVI Institutional Buying and Selling by Quarter

FT Vest Technology Dividend Target Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/11/2026 Bullseye Investment Management LLC264,696$8.41M4.2%N/A6.966%
9/9/2026 Integrated Wealth Concepts LLC45,269$1.44M0.0%+25.9%1.191%
9/9/2026 RFG Advisory LLC28,880$917K0.0%+159.2%0.760%
9/9/2026 NewEdge Advisors LLC19,108$607K0.0%+106.5%0.503%
8/23/2026 Endeavor Private Wealth Inc.16,210$515K0.1%+33.3%0.427%
8/22/2026 Concurrent Investment Advisors LLC24,875$790K0.0%+17.7%0.655%
8/21/2026 Luken Investment Analytics LLC797,531$25.33M8.7%-1.6%20.988%
8/21/2026 Triumph Capital Management19,421$617K0.1%+517.9%0.511%
7/10/2026 Accel Wealth Management20,266$644K0.1%+32.3%0.533%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,525$207K0.0%N/A0.172%
7/7/2026 CoreCap Advisors LLC2,046$65K0.0%-79.2%0.054%
6/3/2026 NewEdge Advisors LLC9,253$246K0.0%+2,201.7%0.244%
5/19/2026 NewEdge Advisors LLC9,153$243K0.0%+2,176.9%0.241%
5/19/2026 Arkadios Wealth Advisors11,600$308K0.0%-3.0%0.305%
5/18/2026Sunbelt Securities Inc.18,096$481K0.0%+47.1%0.476%
5/18/2026 Royal Bank of Canada408,277$10.84M0.0%+4.9%10.744%
5/13/2026 Cetera Investment Advisers313,888$8.34M0.0%-3.7%8.260%
5/13/2026 First Trust Advisors LP69,437$1.84M0.0%+30.2%1.827%
5/6/2026 SteelPeak Wealth LLC9,085$241K0.0%-55.6%0.239%
5/6/2026 Independent Financial Group LLC200,108$5.32M0.2%N/A5.266%
4/30/2026 Kestra Advisory Services LLC30,226$803K0.0%+774.3%0.795%
4/29/2026 Southern Capital Services Inc. ADV559,518$14.86M9.6%+2.5%14.724%
4/28/2026 Stephens Inc. AR31,879$847K0.0%+14.8%0.839%
4/27/2026 Private Advisor Group LLC72,691$1.93M0.0%+9.5%1.913%
4/23/2026 Intrua Financial LLC28,844$766K0.1%-3.7%0.759%
4/22/2026 Patriot Financial Group Insurance Agency LLC17,130$455K0.0%+125.4%0.451%
4/22/2026 Janney Montgomery Scott LLC14,607$388K0.0%-5.3%0.384%
4/21/2026 Sequent Planning LLC90,157$2.40M0.6%+6.7%2.373%
4/21/2026 Silver Oak Securities Incorporated9,619$255K0.0%+7.9%0.253%
4/16/2026 Balboa Wealth Partners8,383$223K0.0%+4.3%0.221%
2/27/2026 Southern Capital Services Inc. ADV545,758$15.14M9.5%N/A5.513%
2/20/2026Sunbelt Securities Inc.12,304$341K0.0%+40.4%0.124%
2/18/2026 IHT Wealth Management LLC8,893$247K0.0%N/A0.090%
2/18/2026 Core Wealth Partners LLC18,792$521K0.2%+3.4%0.190%
2/17/2026 Cetera Investment Advisers325,875$9.04M0.0%-25.2%3.292%
2/17/2026 Osaic Holdings Inc.155,442$4.31M0.0%+64.1%1.570%
2/17/2026 Royal Bank of Canada389,270$10.80M0.0%+558.5%3.932%
2/17/2026 Faithward Advisors LLC9,058$251K0.0%-40.5%0.091%
2/16/2026 Mariner LLC8,259$229K0.0%N/A0.083%
2/16/2026 Arax Advisory Partners54,893$1.52M0.0%N/A0.554%
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2/16/2026 AFT Forsyth & Company Inc.10,414$289K0.1%N/A0.105%
2/13/2026 Kestra Advisory Services LLC3,457$96K0.0%N/A0.035%
2/13/2026 Stifel Financial Corp180,299$5.00M0.0%+665.9%1.821%
2/13/2026 Arkadios Wealth Advisors11,958$332K0.0%+19.5%0.121%
2/13/2026 First Trust Advisors LP53,327$1.48M0.0%+74.3%0.539%
2/13/2026 Integrated Wealth Concepts LLC22,141$614K0.0%+94.1%0.224%
2/12/2026 Jane Street Group LLC8,966$249K0.0%-69.2%0.091%
2/12/2026 Triumph Capital Management3,343$93K0.0%+442.7%0.034%
2/12/2026 Commonwealth Equity Services LLC42,613$1.18M0.0%+141.6%0.430%
2/11/2026 Janney Montgomery Scott LLC15,430$428K0.0%-14.3%0.156%
2/11/2026 LPL Financial LLC406,776$11.28M0.0%+44.2%4.109%
2/11/2026 Endeavor Private Wealth Inc.10,008$278K0.1%N/A0.101%
2/10/2026 Calton & Associates Inc.15,080$418K0.1%+34.7%0.152%
2/9/2026 Harbour Investments Inc.10,990$305K0.0%-5.2%0.111%
2/6/2026 Larson Financial Group LLC4,570$127K0.0%N/A0.046%
2/5/2026 Sequent Planning LLC84,485$2.34M0.6%N/A0.853%
2/5/2026 Intrua Financial LLC29,950$831K0.1%+36.2%0.303%
2/5/2026 Stephens Inc. AR27,767$770K0.0%+1.6%0.280%
2/3/2026 Luken Investment Analytics LLC844,667$23.43M9.2%-17.6%8.708%
2/3/2026 MGO One Seven LLC8,004$222K0.0%+10.9%0.083%
2/3/2026 RFG Advisory LLC11,343$315K0.0%-4.1%0.117%
1/29/2026 Concurrent Investment Advisors LLC10,761$299K0.0%+52.6%0.116%
1/28/2026 G&S Capital LLC9,552$265K0.1%+35.0%0.103%
1/22/2026Greenberg Financial Group7,250$201K0.1%N/A0.079%
1/21/2026 Capital Investment Advisory Services LLC34,696$962K0.1%+10.1%0.379%
1/20/2026 Stratos Wealth Partners LTD.32,464$901K0.0%+28.9%0.359%
1/20/2026 SteelPeak Wealth LLC20,450$567K0.0%-39.3%0.226%
1/16/2026 Balboa Wealth Partners8,036$223K0.0%N/A0.089%
1/15/2026 Silver Oak Securities Incorporated8,914$249K0.0%+4.6%0.099%
1/15/2026Jaffetilchin Investment Partners LLC31,988$887K0.1%-25.0%0.355%
1/15/2026 RiverTree Advisors LLC54,014$1.50M1.0%-0.9%0.600%
1/13/2026 CoreCap Advisors LLC7,949$221K0.0%+2,844.1%0.092%
1/8/2026 Wealth Enhancement Advisory Services LLC21,976$627K0.0%+17.4%0.257%
1/7/2026 Precedent Wealth Partners LLC59,958$1.66M0.3%+7.4%0.701%
11/19/2025 Faithward Advisors LLC15,220$436K0.1%-16.2%0.240%
11/19/2025Sunbelt Securities Inc.8,763$251K0.0%N/A0.138%
11/18/2025 Advisory Services Network LLC1,774$51K0.0%N/A0.028%
11/17/2025 Integrated Wealth Concepts LLC11,408$327K0.0%+47.8%0.180%
11/14/2025 Raymond James Financial Inc.262,742$7.53M0.0%+1,142,256.5%4.138%
11/13/2025 Private Advisor Group LLC63,816$1.83M0.0%+1.8%1.005%
11/13/2025 First Trust Advisors LP30,603$877K0.0%+138.3%0.482%
11/7/2025 Calton & Associates Inc.11,194$321K0.0%+23.8%0.176%
11/6/2025 Stratos Wealth Partners LTD.25,193$722K0.0%+113.7%0.397%
11/6/2025 RFG Advisory LLC11,833$339K0.0%N/A0.186%
11/5/2025 Capital Investment Advisory Services LLC31,499$902K0.1%+27.9%0.496%
11/5/2025 Envestnet Asset Management Inc.187,650$5.38M0.0%+8.2%2.955%
11/4/2025 Core Wealth Partners LLC18,172$521K0.2%+21.9%0.286%
11/3/2025 AE Wealth Management LLC2,085$60K0.0%N/A0.033%
10/29/2025 Arkadios Wealth Advisors10,008$287K0.0%-11.1%0.160%
10/29/2025 Wealth Enhancement Advisory Services LLC18,717$541K0.0%+89.8%0.299%
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10/29/2025 Intrua Financial LLC21,996$630K0.1%N/A0.352%
10/27/2025 Stephens Inc. AR27,336$783K0.0%+22.4%0.437%
10/27/2025 Concurrent Investment Advisors LLC7,052$202K0.0%N/A0.113%
10/24/2025 MGO One Seven LLC7,215$207K0.0%-18.9%0.118%
10/23/2025 G&S Capital LLC7,078$203K0.1%N/A0.116%
10/21/2025 SteelPeak Wealth LLC33,700$966K0.0%N/A0.571%
10/21/2025 Silver Oak Securities Incorporated8,521$244K0.0%N/A0.144%
10/14/2025 Precedent Wealth Partners LLC55,838$1.60M0.4%+8.5%0.997%
10/8/2025 Patriot Financial Group Insurance Agency LLC7,675$220K0.0%N/A0.138%
8/13/2025 First Trust Advisors LP12,840$344K0.0%N/A0.299%


TDVI Institutional Ownership - Frequently Asked Questions

During the previous two years, 65 institutional investors and hedge funds held shares of FT Vest Technology Dividend Target Income ETF. The most heavily invested institutionals were Luken Investment Analytics LLC ($25.33M), Southern Capital Services Inc. ADV ($14.86M), LPL Financial LLC ($11.28M), Royal Bank of Canada ($10.84M), Bullseye Investment Management LLC ($8.41M), Cetera Investment Advisers ($8.34M), and Raymond James Financial Inc. ($7.53M).Learn more on FT Vest Technology Dividend Target Income ETF's institutional investors.

Of the 63 institutional investors that purchased FT Vest Technology Dividend Target Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Luken Investment Analytics LLC ($900.63K), Southern Capital Services Inc. ADV ($559.52K), Royal Bank of Canada ($366.06K), Bullseye Investment Management LLC ($356.24K), Raymond James Financial Inc. ($262.72K), Cetera Investment Advisers ($248.81K), and Independent Financial Group LLC ($200.11K).

Institutional investors have bought a total of 2,647,691 shares in the last 24 months. This purchase volume represents approximately $75.15M in transactions.

Of the 14 institutional investors that sold FT Vest Technology Dividend Target Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Luken Investment Analytics LLC ($193.39K), Cetera Investment Advisers ($121.55K), SteelPeak Wealth LLC ($24.62K), Jane Street Group LLC ($20.18K), Jaffetilchin Investment Partners LLC ($10.69K), Faithward Advisors LLC ($9.10K), and CoreCap Advisors LLC ($7.77K).

Institutional investors have sold a total of 396,646 shares in the last 24 months. This volume of shares sold represents approximately $11.15M in transactions.


Related Companies

Institutional ownership data for BATS:TDVI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/11/2026. New 13F filings are added each quarter as they're published.
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