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

Capital Analysts LLC’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	$1M	Buy	43,440 +10,022	+30%	+$227K	0.02%	361
2026 Q1	$725K	Buy	33,418 +2,039	+6%	+$45.8K	0.02%	384
2025 Q4	$673K	Buy	31,379 +8,764	+39%	+$187K	0.02%	380
2025 Q3	$489K	Buy	22,615 +8,281	+58%	+$176K	0.01%	425
2025 Q2	$294K	Buy	14,334 +85	+0.6%	+$1.68K	0.01%	473
2025 Q1	$285K	Buy	14,249 +2,119	+17%	+$45.1K	0.01%	462
2024 Q4	$261K	Buy	+12,130	New	+$274K	0.01%	443

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

Capital Analysts LLC's SDVD Position: Q2 2026 in Review

Capital Analysts LLC increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 30% in Q2 2026, buying an estimated $227K and bringing the position to 43,440 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #361.

Capital Analysts LLC first reported a position in SDVD in Q4 2024 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Capital Analysts LLC held 43,440 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1M as of Q2 2026.
Capital Analysts LLC bought 10,022 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $227K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #361 holding.
Capital Analysts LLC first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 7 quarters since.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.