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Catherine Avery Investment Management’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Catherine Avery Investment Management’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
Q1 		– Sell
-2,163
Closed -$46.4K – 144
2025
Q4 		$46.4K Hold
2,163
– – 0.03% 71
2025
Q3 		$46.8K Hold
2,163
– – 0.03% 71
2025
Q2 		$44.4K Sell
2,163
-1,961
-48% -$38.7K 0.03% 68
2025
Q1 		$82.4K Buy
+4,124
New +$87.7K 0.07% 57

Other funds holding SDVD

LPL Financial
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Catherine Avery Investment Management's SDVD Position: Q1 2026 in Review

Catherine Avery Investment Management sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q1 2026, closing a stake of 2,163 shares — an estimated $46.4K sold.

Catherine Avery Investment Management first reported a position in SDVD in Q1 2025 and held it in 4 quarters. The position peaked at $82.4K in Q1 2025. 105 funds tracked by Wall St. Rank hold SDVD as of Q1 2026.

  • Catherine Avery Investment Management reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q1 2026 after selling out during the quarter.
  • Catherine Avery Investment Management sold 2,163 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $46.4K.
  • Catherine Avery Investment Management first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2025 and held it in 4 quarters.
  • Catherine Avery Investment Management's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $82.4K in Q1 2025.
  • 105 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Catherine Avery Investment Management's 13F filing for Q1 2026, filed 15 May 2026.