FT Vest Technology Dividend Tar (TDVI) Institutional Ownership $24.93 -0.64 (-2.50%) As of 02/21/2025 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)15TotalInstitutional Inflows(last 12 months)$20.53MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$228.16K 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 CompanyDetails2/17/2025 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% 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% Get the Latest News and Ratings for TDVI and Related StocksEnter your email address below to receive the latest news and analysts' ratings for FT Vest Technology Dividend Tar and its competitors with MarketBeat's FREE daily newsletter. 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, 19 institutional investors and hedge funds held shares of FT Vest Technology Dividend Tar. The most heavily invested institutionals were Advisor OS LLC ($11.27M), Bullseye Investment Management LLC ($5.73M), Envestnet Asset Management Inc. ($4.07M), Snowden Capital Advisors LLC ($1.74M), Cetera Investment Advisers ($1.64M), Retirement Group LLC ($1.35M), and Avantax Advisory Services Inc. ($774K).Learn more on TDVI's institutional investors. Which institutional investors have been buying FT Vest Technology Dividend Tar stock? Of the 17 institutional investors that purchased FT Vest Technology Dividend Tar stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advisor OS LLC ($959.07K), Bullseye Investment Management LLC ($91.55K), Snowden Capital Advisors LLC ($72.14K), Envestnet Asset Management Inc. ($37.44K), Avantax Advisory Services Inc. ($32.11K), Precedent Wealth Partners LLC ($29.39K), and SRS Capital Advisors Inc. ($23.26K). How much institutional buying is happening at FT Vest Technology Dividend Tar? Institutional investors have bought a total of 1,362,589 shares in the last 24 months. This purchase volume represents approximately $30.40M 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), Retirement Group LLC ($1.57K), 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 9,366 shares in the last 24 months. This volume of shares sold represents approximately $228.16K in transactions. 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