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

Delta Investment Management’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	$2.38M	Buy	102,998 +11,352	+12%	+$257K	0.39%	58
2026 Q1	$1.99M	Buy	91,646 +10,530	+13%	+$237K	0.36%	57
2025 Q4	$1.74M	Buy	+81,116	New	+$1.73M	0.3%	66

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

Delta Investment Management's SDVD Position: Q2 2026 in Review

Delta Investment Management increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 12% in Q2 2026, buying an estimated $257K and bringing the position to 102,998 shares worth $2.38M. The position accounts for 0.39% of the portfolio, ranked #58.

Delta Investment Management first reported a position in SDVD in Q4 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Delta Investment Management held 102,998 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $2.38M as of Q2 2026.
Delta Investment Management bought 11,352 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $257K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.39% of Delta Investment Management's portfolio in Q2 2026, its #58 holding.
Delta Investment Management first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2025 and has held it in 3 quarters since.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.