TDVI

Ft Vest Technology Dividend

Latest period2026 - Q1Total superinvestors65

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 65 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
Carri Sanford@Luken Investment Analytics, Llc
Recent Activity
Decreased -4.03%
8.25%
$21.528M
810,557 shares@ 26.57 avg price
Wendy Nelson Bailey@Southern Capital Services Inc Adv
Recent Activity
Increased 2.53%
9.56%
$14.861M
559,518 shares@ 26.56 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 13.31%
0.01%
$12.241M
460,884 shares@ 26.56 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Increased 4.89%
0.01%
$10.844M
408,277 shares@ 26.57 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 18.68%
0.01%
$10.79M
406,234 shares@ 26.56 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Decreased -3.67%
0.01%
$8.337M
313,888 shares@ 26.57 avg price
Brian Dennen@Independent Financial Group, Llc
Recent Activity
New Position
0.13%
$5.506M
207,309 shares@ 26.56 avg price
James M. Zemlyak@Stifel Financial Corp
Recent Activity
Increased 13.3%
0.01%
$5.426M
204,276 shares@ 26.56 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Decreased -1.09%
0.01%
$4.881M
183,776 shares@ 26.57 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 1.39%
0.01%
$4.186M
157,588 shares@ 26.57 avg price

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