Atria Investments’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Atria Investments’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	-10,293	Closed	-$223K	–	2244
2026 Q1	$223K	Sell	10,293 -1,449	-12%	-$32.5K	﹤0.01%	1929
2025 Q4	$252K	Sell	11,742 -3,205	-21%	-$68.5K	﹤0.01%	1846
2025 Q3	$323K	Sell	14,947 -1,614	-10%	-$34.4K	﹤0.01%	1679
2025 Q2	$340K	Sell	16,561 -1,027	-6%	-$20.3K	﹤0.01%	1643
2025 Q1	$351K	Buy	17,588 +1,613	+10%	+$34.3K	﹤0.01%	1531
2024 Q4	$344K	Sell	15,975 -4,804	-23%	-$108K	﹤0.01%	1528
2024 Q3	$458K	Buy	20,779 +6,466	+45%	+$139K	0.01%	1374
2024 Q2	$298K	Buy	+14,313	New	+$302K	﹤0.01%	1590

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

Atria Investments's SDVD Position: Q2 2026 in Review

Atria Investments sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2026, closing a stake of 10,293 shares — an estimated $223K sold.

Atria Investments first reported a position in SDVD in Q2 2024 and held it in 8 quarters. The position peaked at $458K in Q3 2024. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Atria Investments reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 10,293 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $223K.
Atria Investments first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q2 2024 and held it in 8 quarters.
Atria Investments's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $458K in Q3 2024.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.