Brinker Capital Investments’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Brinker Capital Investments’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	$435K	Sell	18,848 -31,211	-62%	-$706K	﹤0.01%	1519
2026 Q1	$1.09M	Buy	50,059 +23,655	+90%	+$531K	0.01%	1074
2025 Q4	$567K	Buy	26,404 +3,484	+15%	+$74.5K	﹤0.01%	1540
2025 Q3	$496K	Buy	22,920 +12,904	+129%	+$275K	﹤0.01%	1551
2025 Q2	$205K	Buy	+10,016	New	+$198K	﹤0.01%	1886

Other funds holding SDVD

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Brinker Capital Investments's SDVD Position: Q2 2026 in Review

Brinker Capital Investments reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 62% in Q2 2026, selling an estimated $706K and leaving 18,848 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Brinker Capital Investments first reported a position in SDVD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q1 2026. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Brinker Capital Investments held 18,848 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $435K as of Q2 2026.
Brinker Capital Investments sold 31,211 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $706K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1519 holding.
Brinker Capital Investments first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q2 2025 and has held it in 5 quarters since.
Brinker Capital Investments's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $1.09M 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 Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.