AE Wealth Management’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVD
SPIA
SI
LIA
AE Wealth Management's SDVD Position: Q2 2026 in Review
AE Wealth Management increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 10% in Q2 2026, buying an estimated $35.9K and bringing the position to 17,380 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.
AE Wealth Management first reported a position in SDVD in Q4 2024 and has held it in 7 quarters since. The position peaked at $539K in Q1 2025. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.
- AE Wealth Management held 17,380 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $401K as of Q2 2026.
- AE Wealth Management bought 1,586 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $35.9K.
- FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1337 holding.
- AE Wealth Management first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 7 quarters since.
- AE Wealth Management's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $539K in Q1 2025.
- 107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.