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

Concurrent 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	$1.12M	Buy	48,485 +8,116	+20%	+$183K	0.01%	952
2026 Q1	$876K	Buy	40,369 +15,009	+59%	+$337K	0.01%	929
2025 Q4	$544K	Buy	25,360 +2,148	+9%	+$45.9K	0.01%	1109
2025 Q3	$502K	Buy	23,212 +3,096	+15%	+$66K	0.01%	909
2025 Q2	$413K	Buy	20,116 +8,782	+77%	+$173K	0.01%	921
2025 Q1	$226K	Buy	+11,334	New	+$241K	0.01%	1068

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

Concurrent Investment Advisors's SDVD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 20% in Q2 2026, buying an estimated $183K and bringing the position to 48,485 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #952.

Concurrent Investment Advisors first reported a position in SDVD in Q1 2025 and has held it in 6 quarters since. 108 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Concurrent Investment Advisors held 48,485 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.12M as of Q2 2026.
Concurrent Investment Advisors bought 8,116 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $183K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #952 holding.
Concurrent Investment Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2025 and has held it in 6 quarters since.
108 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.