Bank of America
SDVD icon

Bank of America’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Bank of America’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
Q4 		– Sell
-536
Closed -$11.6K – 8213
2025
Q3 		$11.6K Buy
+536
New +$11.4K ﹤0.01% 7173

Other funds holding SDVD

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SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SCS
Southern Capital Services Daphne, Alabama $178M AUM
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America's SDVD Position: Q4 2025 in Review

Bank of America sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q4 2025, closing a stake of 536 shares — an estimated $11.6K sold.

Bank of America first reported a position in SDVD in Q3 2025 and held it in 1 quarter. The position peaked at $11.6K in Q3 2025. 97 funds tracked by Wall St. Rank hold SDVD as of Q4 2025.

  • Bank of America reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q4 2025 after selling out during the quarter.
  • Bank of America sold 536 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q4 2025, an estimated $11.6K.
  • Bank of America first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q3 2025 and held it in 1 quarter.
  • Bank of America's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $11.6K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q4 2025.

Based on Bank of America's 13F filing for Q4 2025, filed 17 Feb 2026.