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SDVD icon

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

CreativeOne Wealth’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
-14,393
Closed -$295K – 1203
2025
Q2 		$295K Sell
14,393
-7,763
-35% -$153K 0.01% 923
2025
Q1 		$442K Buy
22,156
+2,317
+12% +$49.3K 0.01% 721
2024
Q4 		$427K Buy
19,839
+4,116
+26% +$92.8K 0.01% 746
2024
Q3 		$347K Buy
+15,723
New +$337K 0.01% 739
2024
Q2 		– Sell
-14,798
Closed -$326K – 894
2024
Q1 		$326K Buy
+14,798
New +$308K 0.01% 696

Other funds holding SDVD

Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
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

CreativeOne Wealth's SDVD Position: Q3 2025 in Review

CreativeOne Wealth sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q3 2025, closing a stake of 14,393 shares — an estimated $295K sold.

CreativeOne Wealth first reported a position in SDVD in Q1 2024 and held it in 5 quarters. The position peaked at $442K in Q1 2025. 85 funds tracked by Wall St. Rank hold SDVD as of Q3 2025.

  • CreativeOne Wealth reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q3 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 14,393 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q3 2025, an estimated $295K.
  • CreativeOne Wealth first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2024 and held it in 5 quarters.
  • CreativeOne Wealth's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $442K in Q1 2025.
  • 85 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q3 2025.

Based on CreativeOne Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.