Cambridge Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Cambridge Advisors’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	$1.52M	Buy	65,918 +3,021	+5%	+$68.3K	0.26%	62
2026 Q1	$1.36M	Buy	62,897 +4,099	+7%	+$92.1K	0.26%	62
2025 Q4	$1.26M	Buy	58,798 +3,373	+6%	+$72.1K	0.24%	70
2025 Q3	$1.2M	Buy	55,425 +20,396	+58%	+$435K	0.23%	65
2025 Q2	$718K	Buy	35,029 +13,901	+66%	+$275K	0.15%	90
2025 Q1	$422K	Buy	+21,128	New	+$449K	0.09%	123

Other funds holding SDVD

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors's SDVD Position: Q2 2026 in Review

Cambridge Advisors increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 4.8% in Q2 2026, buying an estimated $68.3K and bringing the position to 65,918 shares worth $1.52M. The position accounts for 0.26% of the portfolio, ranked #62.

Cambridge Advisors first reported a position in SDVD in Q1 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Cambridge Advisors held 65,918 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.52M as of Q2 2026.
Cambridge Advisors bought 3,021 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $68.3K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.26% of Cambridge Advisors's portfolio in Q2 2026, its #62 holding.
Cambridge Advisors 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.
11 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.