FT Vest Technology Dividend Tar (TDVI) Institutional Ownership $20.95 +0.05 (+0.24%) As of 04/17/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for FT Vest Technology Dividend Tar (NYSEARCA:TDVI)Number ofInstitutional Buyers(last 12 months)16TotalInstitutional Inflows(last 12 months)$21.70MNumber 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 CompanyDetails4/17/2025 Precedent Wealth Partners LLC40,084$895K0.2%+36.4%1.293% 4/17/2025 Janney Montgomery Scott LLC30,194$675K0.0%N/A0.974% 4/16/2025 Wealth 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% 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. 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% 1/21/2025 Precedent 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% 7/16/2024 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, 20 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 Precedent Wealth Partners LLC ($895K).Learn more on TDVI's institutional investors. Which institutional investors have been buying FT Vest Technology Dividend Tar stock? Of the 18 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), Precedent Wealth Partners LLC ($40.08K), Envestnet Asset Management Inc. ($37.44K), Avantax Advisory Services Inc. ($32.11K), and Janney Montgomery Scott LLC ($30.19K). How much institutional buying is happening at FT Vest Technology Dividend Tar? Institutional investors have bought a total of 1,414,958 shares in the last 24 months. This purchase volume represents approximately $31.57M 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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