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

Brookstone Capital Management’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	$548K	Sell	23,730 -3,289	-12%	-$74.4K	0.01%	903
2026 Q1	$586K	Buy	27,019 +16,005	+145%	+$360K	0.01%	820
2025 Q4	$236K	Buy	+11,014	New	+$236K	﹤0.01%	1061

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

Brookstone Capital Management's SDVD Position: Q2 2026 in Review

Brookstone Capital Management reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 12% in Q2 2026, selling an estimated $74.4K and leaving 23,730 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #903.

Brookstone Capital Management first reported a position in SDVD in Q4 2025 and has held it in 3 quarters since. The position peaked at $586K in Q1 2026. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Brookstone Capital Management held 23,730 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $548K as of Q2 2026.
Brookstone Capital Management sold 3,289 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $74.4K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #903 holding.
Brookstone Capital Management first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2025 and has held it in 3 quarters since.
Brookstone Capital Management's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $586K 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 Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.