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Blue Trust Inc’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-2,000
Closed -$41K – 2668
2025
Q2 		$41K Buy
+2,000
New +$39.5K ﹤0.01% 1498

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Commonwealth Equity Services
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Stifel Financial
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SI
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Blue Trust Inc's SDVD Position: Q3 2025 in Review

Blue Trust Inc sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q3 2025, closing a stake of 2,000 shares — an estimated $41K sold.

Blue Trust Inc first reported a position in SDVD in Q2 2025 and held it in 1 quarter. The position peaked at $41K in Q2 2025. 85 funds tracked by Wall St. Rank hold SDVD as of Q3 2025.

  • Blue Trust Inc reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q3 2025 after selling out during the quarter.
  • Blue Trust Inc sold 2,000 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q3 2025, an estimated $41K.
  • Blue Trust Inc first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q2 2025 and held it in 1 quarter.
  • Blue Trust Inc's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $41K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.