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

Atlas Wealth’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
Q1 		$972K Buy
44,800
+19,746
+79% +$444K 0.29% 60
2025
Q4 		$538K Buy
25,054
+15,560
+164% +$333K 0.16% 69
2025
Q3 		$205K Buy
+9,494
New +$202K 0.07% 103

Other funds holding SDVD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Atlas Wealth's SDVD Position: Q1 2026 in Review

Atlas Wealth increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 79% in Q1 2026, buying an estimated $444K and bringing the position to 44,800 shares worth $972K. The position accounts for 0.29% of the portfolio, ranked #60.

Atlas Wealth first reported a position in SDVD in Q3 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold SDVD as of Q1 2026.

  • Atlas Wealth held 44,800 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $972K as of Q1 2026.
  • Atlas Wealth bought 19,746 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $444K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.29% of Atlas Wealth's portfolio in Q1 2026, its #60 holding.
  • Atlas Wealth first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q3 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 Q1 2026.

Based on Atlas Wealth's 13F filing for Q1 2026, filed 6 May 2026.