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

Balboa Wealth Partners’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 		$566K Sell
24,517
-7,699
-24% -$174K 0.08% 216
2026
Q1 		$699K Buy
32,216
+10,829
+51% +$243K 0.12% 150
2025
Q4 		$459K Buy
21,387
+610
+3% +$13K 0.08% 209
2025
Q3 		$449K Buy
20,777
+2,273
+12% +$48.4K 0.08% 200
2025
Q2 		$380K Buy
18,504
+8,054
+77% +$159K 0.08% 201
2025
Q1 		$209K Buy
+10,450
New +$222K 0.05% 260

Other funds holding SDVD

LPL Financial
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Osaic Holdings
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

Balboa Wealth Partners's SDVD Position: Q2 2026 in Review

Balboa Wealth Partners reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 24% in Q2 2026, selling an estimated $174K and leaving 24,517 shares worth $566K. The position accounts for 0.08% of the portfolio, ranked #216.

Balboa Wealth Partners first reported a position in SDVD in Q1 2025 and has held it in 6 quarters since. The position peaked at $699K in Q1 2026. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • Balboa Wealth Partners held 24,517 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $566K as of Q2 2026.
  • Balboa Wealth Partners sold 7,699 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $174K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.08% of Balboa Wealth Partners's portfolio in Q2 2026, its #216 holding.
  • Balboa Wealth Partners first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Balboa Wealth Partners's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $699K in Q1 2026.
  • 107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.