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

CoreCap 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
2025 Q3	–	Sell	-180	Closed	-$3.69K	–	2929
2025 Q2	$3.69K	Hold	180	–	–	﹤0.01%	2184
2025 Q1	$3.6K	Hold	180	–	–	﹤0.01%	2185
2024 Q4	$3.87K	Hold	180	–	–	﹤0.01%	2032
2024 Q3	$3.97K	Buy	+180	New	+$3.86K	﹤0.01%	2028

Other funds holding SDVD

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CoreCap Advisors's SDVD Position: Q3 2025 in Review

CoreCap Advisors sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q3 2025, closing a stake of 180 shares — an estimated $3.69K sold.

CoreCap Advisors first reported a position in SDVD in Q3 2024 and held it in 4 quarters. The position peaked at $3.97K in Q3 2024. 85 funds tracked by Wall St. Rank hold SDVD as of Q3 2025.

CoreCap Advisors reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q3 2025 after selling out during the quarter.
CoreCap Advisors sold 180 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q3 2025, an estimated $3.69K.
CoreCap Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q3 2024 and held it in 4 quarters.
CoreCap Advisors's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $3.97K in Q3 2024.
85 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q3 2025.

Based on CoreCap Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.