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

Atria Wealth Solutions’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
2025
Q2 		$285K Sell
13,873
-574
-4% -$11.3K 0.01% 1184
2025
Q1 		$289K Buy
14,447
+2,928
+25% +$62.3K ﹤0.01% 1487
2024
Q4 		$248K Buy
+11,519
New +$260K ﹤0.01% 1670

Other funds holding SDVD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Wealth Solutions's SDVD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 4% in Q2 2025, selling an estimated $11.3K and leaving 13,873 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #1184.

Atria Wealth Solutions first reported a position in SDVD in Q4 2024 and has held it in 3 quarters since. The position peaked at $289K in Q1 2025. 86 funds tracked by Wall St. Rank hold SDVD as of Q2 2025.

  • Atria Wealth Solutions held 13,873 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $285K as of Q2 2025.
  • Atria Wealth Solutions sold 574 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2025, an estimated $11.3K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1184 holding.
  • Atria Wealth Solutions first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 3 quarters since.
  • Atria Wealth Solutions's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $289K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.