FT Vest Technology Dividend Tar (TDVI) Institutional Ownership $25.09 +0.29 (+1.17%) As of 01/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for FT Vest Technology Dividend Tar (NYSEARCA:TDVI)Number ofInstitutional Buyers(last 12 months)7TotalInstitutional Inflows(last 12 months)$14.13MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$199.60K Get TDVI Insider Trade Alerts Want to know when executives and insiders are buying or selling FT Vest Technology Dividend Tar stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data TDVI Institutional Buying and Selling by Quarter FT Vest Technology Dividend Tar Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/21/2025Precedent 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% 10/21/2024Foundations 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% 7/16/2024 Wealth Enhancement Advisory Services LLC17,720$428K0.0%N/A1.772% 5/1/2024Retirement Group LLC59,794$1.35M0.5%-2.6%5.979% 2/8/2024Foundations 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, 9 institutional investors and hedge funds held shares of FT Vest Technology Dividend Tar. The most heavily invested institutionals were Advisor OS LLC ($11.27M), Envestnet Asset Management Inc. ($2.89M), Retirement Group LLC ($1.35M), Precedent Wealth Partners LLC ($708K), Cedrus LLC ($433K), Wealth Enhancement Advisory Services LLC ($428K), and Foundations Investment Advisors LLC ($285K).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), Precedent Wealth Partners LLC ($29.39K), Foundations Investment Advisors LLC ($17.75K), Wealth Enhancement Advisory Services LLC ($17.72K), Cedrus LLC ($17.31K), Arkadios Wealth Advisors ($10.31K), and Envestnet Asset Management Inc. ($4.11K). How much institutional buying is happening at FT Vest Technology Dividend Tar? Institutional investors have bought a total of 1,058,381 shares in the last 24 months. This purchase volume represents approximately $23.07M 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. 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