TDVI

Ft Vest Technology Dividend

Latest period2026 - Q2Total superinvestors21

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 21 superinvestors own shares of Ft Vest Technology Dividend (TDVI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ft Vest Technology Dividend (TDVI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ft Vest Technology Dividend (TDVI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ft Vest Technology Dividend (TDVI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Wendy Nelson Bailey@Southern Capital Services Inc Adv
Recent Activity
Decreased -3.11%
9.67%
$17.216M
542,063 shares@ 31.77 avg price
Brian Dennen@Independent Financial Group, Llc
Recent Activity
Decreased -32.38%
0.09%
$4.452M
140,181 shares@ 31.76 avg price
Ron King@Capital Investment Advisory Services, Llc
Recent Activity
Decreased -0.32%
0.08%
$1.229M
38,685 shares@ 31.77 avg price
Robert B. LaRue@Owen Larue, Llc
Recent Activity
Increased 85.64%
0.35%
$982,527
30,936 shares@ 31.76 avg price
Lindsey Boettigheimer@Intrua Financial, Llc
Recent Activity
Increased 4.54%
0.09%
$957,591
30,151 shares@ 31.76 avg price
Rick Ohlrich@Rfg Advisory, Llc
Recent Activity
Increased 159.18%
0.02%
$917,227
28,880 shares@ 31.76 avg price
Ted S Rich@Rivertree Advisors, Llc
Recent Activity
Decreased -24.69%
0.44%
$744,359
23,437 shares@ 31.76 avg price
Stacie Brass@Accel Wealth Management
Recent Activity
Increased 32.29%
0.15%
$643,647
20,266 shares@ 31.76 avg price
Brandon Drespling@Triumph Capital Management
Recent Activity
Increased 517.92%
0.12%
$616,811
19,421 shares@ 31.77 avg price
Nathaniel Holden@Core Wealth Partners Llc
Recent Activity
Decreased -26.55%
0.18%
$422,408
13,300 shares@ 31.76 avg price

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