Advyzon Investment Management’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
$253K Buy
10,943
+90
+0.8% +$2.04K 0.02% 673
2026
Q1
$236K Buy
+10,853
New +$244K 0.02% 616

Other funds holding SDVD

Advyzon Investment Management's SDVD Position: Q2 2026 in Review

Advyzon Investment Management increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 0.83% in Q2 2026, buying an estimated $2.04K and bringing the position to 10,943 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #673.

Advyzon Investment Management first reported a position in SDVD in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • Advyzon Investment Management held 10,943 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $253K as of Q2 2026.
  • Advyzon Investment Management bought 90 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $2.04K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #673 holding.
  • Advyzon Investment Management first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.