Advisory Advocates’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.61M Buy
156,166
+5,850
+4% +$132K 3.09% 2
2026
Q1
$3.26M Buy
150,316
+7,136
+5% +$160K 3.33% 1
2025
Q4
$3.07M Buy
+143,180
New +$3.06M 3.06% 1

Other funds holding SDVD

Advisory Advocates's SDVD Position: Q2 2026 in Review

Advisory Advocates increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 3.9% in Q2 2026, buying an estimated $132K and bringing the position to 156,166 shares worth $3.61M. The position accounts for 3.09% of the portfolio, ranked #2.

Advisory Advocates first reported a position in SDVD in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • Advisory Advocates held 156,166 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $3.61M as of Q2 2026.
  • Advisory Advocates bought 5,850 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $132K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 3.09% of Advisory Advocates's portfolio in Q2 2026, its #2 holding.
  • Advisory Advocates first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.