AE Wealth Management’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$431K Sell
21,038
-5,930
-22% -$122K ﹤0.01% 978
2025
Q1
$539K Buy
26,968
+2,273
+9% +$45.4K ﹤0.01% 896
2024
Q4
$531K Buy
+24,695
New +$531K ﹤0.01% 891