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Concourse Financial Group Securities’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-4,137
Closed -$93.8K – 1691
2024
Q4 		$93.8K Hold
4,137
– – 0.01% 968
2024
Q3 		$91.9K Buy
+4,137
New +$88.7K 0.01% 962

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Concourse Financial Group Securities's SDVD Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q1 2025, closing a stake of 4,137 shares — an estimated $93.8K sold.

Concourse Financial Group Securities first reported a position in SDVD in Q3 2024 and held it in 2 quarters. The position peaked at $93.8K in Q4 2024. 82 funds tracked by Wall St. Rank hold SDVD as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 4,137 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q1 2025, an estimated $93.8K.
  • Concourse Financial Group Securities first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q3 2024 and held it in 2 quarters.
  • Concourse Financial Group Securities's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $93.8K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.