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

Arkadios Wealth Advisors’s Portfolio SDVD Stock Details SDVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-11,844	Closed	-$257K	–	1868
2026 Q1	$257K	Buy	11,844 +1,654	+16%	+$37.2K	﹤0.01%	1437
2025 Q4	$219K	Buy	+10,190	New	+$218K	﹤0.01%	1407

Other funds holding SDVD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

Arkadios Wealth Advisors's SDVD Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2026, closing a stake of 11,844 shares — an estimated $257K sold.

Arkadios Wealth Advisors first reported a position in SDVD in Q4 2025 and held it in 2 quarters. The position peaked at $257K in Q1 2026. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Arkadios Wealth Advisors reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 11,844 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $257K.
Arkadios Wealth Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2025 and held it in 2 quarters.
Arkadios Wealth Advisors's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $257K in Q1 2026.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.