FT Vest Technology DividendTDVIETF

13F holders, Q4 2024 (December 31)
18holders +1
6new positions
4sold out
$24.10avg. 13F price*

At the end of Q4 2024, 18 institutions reported holding FT Vest Technology Dividend (TDVI) in their 13F filings, up 1 from Q3 2024. 6 opened new positions and 4 sold out. The largest holders were Bullseye Investment Management, LLC ($5.7M), Envestnet Asset Management Inc. ($4.1M) and Snowden Capital Advisors LLC ($1.7M).

Company
FT Vest Technology Dividend
Filed as
FIRST TR EXCHANGE-TRADED FD (Q4 2024)
CUSIP
33738D812
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 9Q1 2024Q2 2024: 18Q2 2024Q3 2024: 17Q3 2024Q4 2024: 18Q4 2024Q1 2025: 31Q1 2025Q2 2025: 37Q2 2025Q3 2025: 47Q3 2025Q4 2025: 65Q4 2025Q1 2026: 65Q1 2026Q2 2026: 85Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions6$4.6M
Exits4$1.1M

All 13F filers, Q3 2024 → Q4 2024: 369,665 shares bought and 46,881 shares sold, net +322,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

Bullseye Investment Management, LLC 3.99% Add +62.6% 237,876 $5.7M
Envestnet Asset Management Inc. 0.00% Add +24.6% 169,033 $4.1M
Snowden Capital Advisors LLC 0.05% New 72,136 $1.7M
Cetera Investment Advisers 0.00% Add +12.1% 68,018 $1.6M
Independent Financial Group, LLC 0.05% Add +51.3% 58,346 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Add +33.9% 34,759 $838K
Avantax Advisory Services, Inc. 0.00% New 32,112 $774K
Precedent Wealth Partners, LLC 0.23% New 29,385 $708K
Arax Advisory Partners 0.04% New 23,260 $560K
Kestra Private Wealth Services, LLC 0.01% Reduce -1.2% 22,144 $534K
CreativeOne Wealth, LLC 0.01% New 17,611 $424K
Faithward Advisors, LLC 0.07% New 16,520 $398K
Capital Investment Advisory Services, LLC 0.03% Add +90.6% 13,753 $331K
Osaic Holdings, Inc. 0.00% Add +120.6% 10,897 $263K
Arkadios Wealth Advisors 0.01% Add +17.1% 10,308 $248K
Harbour Investments, Inc. 0.00% Add +168.4% 6,096 $147K
CoreCap Advisors, LLC 0.00% Reduce -20.8% 4,502 $108K
Wagner Wealth Management, LLC 0.02% Add +1.6% 2,885 $70K

"% of holder's portfolio" is TDVI's weight in each manager's 13F, not the share of FT Vest Technology Dividend the manager owns.