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

Cambridge Investment Research 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	$1.75M	Buy	75,573 +27,425	+57%	+$620K	﹤0.01%	1796
2026 Q1	$1.04M	Sell	48,148 -3,731	-7%	-$83.8K	﹤0.01%	2138
2025 Q4	$1.11M	Sell	51,879 -111,384	-68%	-$2.38M	﹤0.01%	2011
2025 Q3	$3.53M	Buy	163,263 +61,070	+60%	+$1.3M	0.01%	1112
2025 Q2	$2.1M	Sell	102,193 -1,500	-1%	-$29.6K	0.01%	1400
2025 Q1	$2.07M	Buy	103,693 +8,673	+9%	+$184K	0.01%	1314
2024 Q4	$2.04M	Sell	95,020 -35,260	-27%	-$795K	0.01%	1343
2024 Q3	$2.87M	Buy	130,280 +67,217	+107%	+$1.44M	0.01%	1104
2024 Q2	$1.31M	Buy	63,063 +15,475	+33%	+$327K	﹤0.01%	1584
2024 Q1	$1.05M	Buy	47,588 +32,443	+214%	+$676K	﹤0.01%	1701
2023 Q4	$319K	Buy	+15,145	New	+$288K	﹤0.01%	2547

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

Cambridge Investment Research Advisors's SDVD Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 57% in Q2 2026, buying an estimated $620K and bringing the position to 75,573 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Cambridge Investment Research Advisors first reported a position in SDVD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.53M in Q3 2025. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Cambridge Investment Research Advisors held 75,573 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.75M as of Q2 2026.
Cambridge Investment Research Advisors bought 27,425 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $620K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1796 holding.
Cambridge Investment Research Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2023 and has held it in 11 quarters since.
Cambridge Investment Research Advisors's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $3.53M in Q3 2025.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.