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

Capital Investment 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	$8.93M	Sell	386,746 -1,583	-0.4%	-$35.8K	0.12%	132
2026 Q1	$8.43M	Buy	388,329 +11,799	+3%	+$265K	0.12%	126
2025 Q4	$8.08M	Sell	376,530 -516	-0.1%	-$11K	0.12%	127
2025 Q3	$8.15M	Sell	377,046 -7,141	-2%	-$152K	0.13%	122
2025 Q2	$7.88M	Buy	384,187 +2,560	+0.7%	+$50.6K	0.14%	120
2025 Q1	$7.62M	Buy	381,627 +251,614	+194%	+$5.35M	0.15%	117
2024 Q4	$2.8M	Buy	+130,013	New	+$2.93M	0.06%	178

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 Investment Advisors's SDVD Position: Q2 2026 in Review

Capital Investment Advisors reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 0.41% in Q2 2026, selling an estimated $35.8K and leaving 386,746 shares worth $8.93M. The position accounts for 0.12% of the portfolio, ranked #132.

Capital Investment Advisors 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 Investment Advisors held 386,746 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $8.93M as of Q2 2026.
Capital Investment Advisors sold 1,583 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $35.8K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.12% of Capital Investment Advisors's portfolio in Q2 2026, its #132 holding.
Capital Investment Advisors 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 Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.