AWS
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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

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