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

DHJJ Financial 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	$462	Hold	20	–	–	﹤0.01%	911
2026 Q1	$434	Hold	20	–	–	﹤0.01%	906
2025 Q4	$430	Hold	20	–	–	﹤0.01%	870
2025 Q3	$433	Hold	20	–	–	﹤0.01%	843
2025 Q2	$411	Hold	20	–	–	﹤0.01%	823
2025 Q1	$400	Buy	+20	New	+$425	﹤0.01%	778

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

DHJJ Financial Advisors's SDVD Position: Q2 2026 in Review

DHJJ Financial Advisors held its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) position steady in Q2 2026 at 20 shares worth $462. The position accounts for ﹤0.01% of the portfolio, ranked #911.

DHJJ Financial Advisors first reported a position in SDVD in Q1 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

DHJJ Financial Advisors held 20 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $462 as of Q2 2026.
DHJJ Financial Advisors left its FT Vest SMID Rising Dividend Achievers Target Income ETF share count unchanged in Q2 2026.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #911 holding.
DHJJ Financial 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.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.