Cary Street Partners’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Cary Street Partners’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
2025 Q4	–	Sell	-11,220	Closed	-$243K	–	1006
2025 Q3	$243K	Sell	11,220 -11,206	-50%	-$239K	0.01%	739
2025 Q2	$460K	Sell	22,426 -17,246	-43%	-$341K	0.01%	572
2025 Q1	$792K	Sell	39,672 -5,053	-11%	-$107K	0.03%	437
2024 Q4	$962K	Buy	+44,725	New	+$1.01M	0.03%	392

Other funds holding SDVD

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

SCS

Southern Capital Services Daphne, Alabama $178M AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cary Street Partners's SDVD Position: Q4 2025 in Review

Cary Street Partners sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q4 2025, closing a stake of 11,220 shares — an estimated $243K sold.

Cary Street Partners first reported a position in SDVD in Q4 2024 and held it in 4 quarters. The position peaked at $962K in Q4 2024. 97 funds tracked by Wall St. Rank hold SDVD as of Q4 2025.

Cary Street Partners reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q4 2025 after selling out during the quarter.
Cary Street Partners sold 11,220 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q4 2025, an estimated $243K.
Cary Street Partners first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2024 and held it in 4 quarters.
Cary Street Partners's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $962K in Q4 2024.
97 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q4 2025.

Based on Cary Street Partners's 13F filing for Q4 2025, filed 9 Feb 2026.