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

Core Wealth 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
2026 Q2	$225K	Sell	9,761 -12,067	-55%	-$273K	0.1%	170
2026 Q1	$474K	Sell	21,828 -1,460	-6%	-$32.8K	0.22%	98
2025 Q4	$500K	Sell	23,288 -5,311	-19%	-$114K	0.23%	92
2025 Q3	$618K	Buy	28,599 +2,951	+12%	+$62.9K	0.28%	74
2025 Q2	$526K	Buy	25,648 +5,452	+27%	+$108K	0.27%	81
2025 Q1	$384K	Buy	+20,196	New	+$429K	0.22%	102

Other funds holding SDVD

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Vima LLC Troy, Michigan $103M AUM

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

CCM

Chiron Capital Management Tallahassee, Florida $111M AUM

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Core Wealth Partners's SDVD Position: Q2 2026 in Review

Core Wealth Partners reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 55% in Q2 2026, selling an estimated $273K and leaving 9,761 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #170.

Core Wealth Partners first reported a position in SDVD in Q1 2025 and has held it in 6 quarters since. The position peaked at $618K in Q3 2025. 28 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Core Wealth Partners held 9,761 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $225K as of Q2 2026.
Core Wealth Partners sold 12,067 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $273K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.1% of Core Wealth Partners's portfolio in Q2 2026, its #170 holding.
Core Wealth Partners 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.
Core Wealth Partners's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $618K in Q3 2025.
28 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.