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FT Vest Technology Dividend Tar (TDVI) Institutional Ownership

$24.13 +0.17 (+0.71%)
(As of 12/20/2024 04:33 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$13.45M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$199.60K
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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
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, the following institutional investors and hedge funds held shares of FT Vest Technology Dividend Tar shares: Advisor OS LLC ($11.27M), Envestnet Asset Management Inc. ($2.89M), Retirement Group LLC ($1.35M), Cedrus LLC ($433K), Wealth Enhancement Advisory Services LLC ($428K), Foundations Investment Advisors LLC ($285K), and Arkadios Wealth Advisors ($220K).Learn more on TDVI's institutional investors.

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

The following institutional investors have purchased FT Vest Technology Dividend Tar stock in the last 24 months: Advisor OS LLC ($959.07K), Foundations Investment Advisors LLC ($17.75K), Wealth Enhancement Advisory Services LLC ($17.72K), Cedrus LLC ($17.31K), Arkadios Wealth Advisors ($8.80K), Envestnet Asset Management Inc. ($4.11K), and Wagner Wealth Management LLC ($2.73K).

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

Institutional investors have bought a total of 1,027,490 shares in the last 24 months. This purchase volume represents approximately $22.32M in transactions.

Which FT Vest Technology Dividend Tar 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 ($6.62K), and Retirement Group LLC ($1.57K).

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

Institutional investors have sold a total of 8,181 shares in the last 24 months. This volume of shares sold represents approximately $199.60K in transactions.



This page (NYSEARCA:TDVI) was last updated on 12/22/2024 by MarketBeat.com Staff
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