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FT Vest Technology Dividend Tar (TDVI) Institutional Ownership

$29.06 +0.10 (+0.35%)
As of 10/3/2025 04:10 PM Eastern
Compare

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

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


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This page (NYSEARCA:TDVI) was last updated on 10/6/2025 by MarketBeat.com Staff
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