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FT Vest Technology Dividend Tar (TDVI) Institutional Ownership

$26.92 +0.40 (+1.51%)
As of 08/22/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for FT Vest Technology Dividend Tar (NYSEARCA:TDVI)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$46.07M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$203.05K
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TDVI Institutional Buying and Selling by Quarter

FT Vest Technology Dividend Tar Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025 First Trust Advisors LP12,840$344K0.0%N/A0.299%
8/12/2025 Jaffetilchin Investment Partners LLC37,799$1.01M0.1%N/A0.879%
8/8/2025 Avantax Advisory Services Inc.132,510$3.55M0.0%+9.9%3.082%
8/8/2025 Cetera Investment Advisers309,496$8.29M0.0%+12.0%7.198%
8/6/2025 Prospera Financial Services Inc16,404$439K0.0%+16.7%0.381%
8/4/2025 Arkadios Wealth Advisors11,258$301K0.0%+9.2%0.262%
8/1/2025 Envestnet Asset Management Inc.173,506$4.65M0.0%+2.5%4.035%
7/29/2025 Stephens Inc. AR22,336$598K0.0%+147.4%0.519%
7/29/2025 Stratos Wealth Partners LTD.11,791$316K0.0%N/A0.274%
7/28/2025 Harbour Investments Inc.9,074$243K0.0%+16.9%0.211%
7/25/2025 MGO One Seven LLC8,900$238K0.0%N/A0.207%
7/23/2025 Prime Capital Investment Advisors LLC7,853$210K0.0%N/A0.192%
7/22/2025 Luken Investment Analytics LLC900,631$24.12M10.6%+188.5%21.967%
7/21/2025 Precedent Wealth Partners LLC51,452$1.38M0.3%+28.4%1.255%
7/21/2025 Ameritas Advisory Services LLC1,477$40K0.0%N/A0.036%
7/17/2025 Janney Montgomery Scott LLC34,865$934K0.0%+15.5%0.872%
7/10/2025 Wealth Enhancement Advisory Services LLC9,863$270K0.0%-14.1%0.256%
5/19/2025 Jane Street Group LLC9,348$209K0.0%N/A0.260%
5/16/2025 Faithward Advisors LLC17,901$400K0.1%+8.4%0.527%
5/15/2025 Royal Bank of Canada16,901$378K0.0%N/A0.497%
5/14/2025 CreativeOne Wealth LLC18,255$408K0.0%+3.7%0.537%
5/8/2025 Harbour Investments Inc.7,764$173K0.0%+27.4%0.228%
5/6/2025 Cetera Investment Advisers276,295$6.17M0.0%+306.2%8.126%
5/6/2025 Avantax Advisory Services Inc.120,576$2.69M0.0%+275.5%3.546%
5/5/2025 Private Advisor Group LLC61,821$1.38M0.0%N/A1.818%
5/1/2025 Stephens Inc. AR9,030$202K0.0%N/A0.266%
4/29/2025 Capital Investment Advisory Services LLC19,611$438K0.0%+42.6%0.577%
4/22/2025 Cambridge Investment Research Advisors Inc.36,500$815K0.0%+5.0%1.177%
4/21/2025 Luken Investment Analytics LLC312,154$6.97M3.3%N/A10.069%
4/17/2025 Precedent Wealth Partners LLC40,084$895K0.2%+36.4%1.293%
4/17/2025 Janney Montgomery Scott LLC30,194$675K0.0%N/A0.974%
4/16/2025 Wealth Enhancement Advisory Services LLC11,476$256K0.0%N/A0.370%
2/17/2025 Snowden Capital Advisors LLC72,136$1.74M0.1%N/A7.214%
2/17/2025 CoreCap Advisors LLC4,502$108K0.0%-20.8%0.450%
2/17/2025 Cetera Investment Advisers68,018$1.64M0.0%+12.1%6.802%
2/13/2025 CreativeOne Wealth LLC17,611$424K0.0%N/A1.761%
2/13/2025 Faithward Advisors LLC16,520$398K0.1%N/A1.652%
2/13/2025 Envestnet Asset Management Inc.169,033$4.07M0.0%+24.6%16.903%
2/12/2025 Bullseye Investment Management LLC237,876$5.73M3.8%+62.6%23.788%
2/10/2025 Harbour Investments Inc.6,096$147K0.0%+168.4%0.610%
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2/10/2025 Avantax Advisory Services Inc.32,112$774K0.0%N/A3.211%
2/5/2025 SRS Capital Advisors Inc.23,260$560K0.0%N/A2.326%
1/23/2025 Capital Investment Advisory Services LLC13,753$331K0.0%+90.6%1.375%
1/21/2025 Precedent Wealth Partners LLC29,385$708K0.2%N/A2.939%
1/15/2025 Arkadios Wealth Advisors10,308$248K0.0%+17.1%1.031%
10/24/2024 Arkadios Wealth Advisors8,802$220K0.0%N/A0.880%
10/21/2024 Foundations Investment Advisors LLC11,390$285K0.0%-31.6%1.139%
10/19/2024Cedrus LLC17,310$433K0.2%N/A1.731%
8/8/2024 Envestnet Asset Management Inc.119,635$2.89M0.0%+3.6%11.964%
8/6/2024 Advisor OS LLC466,743$11.27M1.2%N/A46.674%
8/2/2024 Foundations Investment Advisors LLC16,644$402K0.0%-7.6%1.664%
7/16/2024 Wealth Enhancement Advisory Services LLC17,720$428K0.0%N/A1.772%
5/1/2024Retirement Group LLC59,794$1.35M0.5%-2.6%5.979%
2/8/2024 Foundations Investment Advisors LLC17,746$386K0.0%N/A0.000%
2/8/2024 Advisor OS LLC492,331$10.47M1.4%+5.6%0.000%
1/19/2024 Wagner Wealth Management LLC2,726$58K0.0%N/A0.000%
11/3/2023 Advisor OS LLC466,013$8.88M1.3%N/A0.000%
(Data available from 1/1/2016 forward)

TDVI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TDVI shares?

During the previous two years, 33 institutional investors and hedge funds held shares of FT Vest Technology Dividend Tar. The most heavily invested institutionals were Luken Investment Analytics LLC ($24.12M), Advisor OS LLC ($11.27M), Cetera Investment Advisers ($8.29M), Bullseye Investment Management LLC ($5.73M), Envestnet Asset Management Inc. ($4.65M), Avantax Advisory Services Inc. ($3.55M), and Snowden Capital Advisors LLC ($1.74M).Learn more on FT Vest Technology Dividend Tar's institutional investors.

Which institutional investors have been buying FT Vest Technology Dividend Tar's stock?

Of the 31 institutional investors that purchased FT Vest Technology Dividend Tar's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advisor OS LLC ($959.07K), Luken Investment Analytics LLC ($900.63K), Cetera Investment Advisers ($248.81K), Avantax Advisory Services Inc. ($132.51K), Bullseye Investment Management LLC ($91.55K), Snowden Capital Advisors LLC ($72.14K), and Private Advisor Group LLC ($61.82K).

How much institutional buying is happening at FT Vest Technology Dividend Tar?

Institutional investors have bought a total of 1,883,340 shares in the last 24 months. This purchase volume represents approximately $46.07M in transactions.

Which of FT Vest Technology Dividend Tar's major shareholders have been selling company stock?

The following institutional investors have sold FT Vest Technology Dividend Tar stock in the last 24 months: Foundations Investment Advisors LLC ($5.25K), Wealth Enhancement Advisory Services LLC ($1.61K), and CoreCap Advisors LLC ($1.19K).

How much institutional selling is happening at FT Vest Technology Dividend Tar?

Institutional investors have sold a total of 8,052 shares in the last 24 months. This volume of shares sold represents approximately $203.05K in transactions.



This page (NYSEARCA:TDVI) was last updated on 8/24/2025 by MarketBeat.com Staff
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