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 Q2	$1.19M	Buy	51,686 +6,886	+15%	+$156K	0.17%	92
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 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

Atlas Wealth's SDVD Position: Q2 2026 in Review

Atlas Wealth increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 15% in Q2 2026, buying an estimated $156K and bringing the position to 51,686 shares worth $1.19M. The position accounts for 0.17% of the portfolio, ranked #92.

Atlas Wealth first reported a position in SDVD in Q3 2025 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Atlas Wealth held 51,686 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.19M as of Q2 2026.
Atlas Wealth bought 6,886 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $156K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.17% of Atlas Wealth's portfolio in Q2 2026, its #92 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 4 quarters since.
108 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.