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

Envestnet Asset 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	$5.15M	Buy	222,832 +46,327	+26%	+$1.05M	﹤0.01%	2442
2026 Q1	$3.83M	Buy	176,505 +30	+0%	+$674	﹤0.01%	2526
2025 Q4	$3.79M	Sell	176,475 -3,292	-2%	-$70.4K	﹤0.01%	2376
2025 Q3	$3.89M	Sell	179,767 -17,566	-9%	-$374K	﹤0.01%	2420
2025 Q2	$4.05M	Sell	197,333 -100,700	-34%	-$1.99M	﹤0.01%	2331
2025 Q1	$5.95M	Sell	298,033 -16,448	-5%	-$350K	﹤0.01%	2002
2024 Q4	$6.77M	Buy	314,481 +278,744	+780%	+$6.29M	﹤0.01%	1894
2024 Q3	$788K	Sell	35,737 -615,801	-95%	-$13.2M	﹤0.01%	3269
2024 Q2	$13.6M	Buy	651,538 +64,429	+11%	+$1.36M	﹤0.01%	1366
2024 Q1	$12.9M	Buy	587,109 +62,885	+12%	+$1.31M	﹤0.01%	1366
2023 Q4	$11.1M	Buy	+524,224	New	+$9.96M	﹤0.01%	1371

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

Envestnet Asset Management's SDVD Position: Q2 2026 in Review

Envestnet Asset Management increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 26% in Q2 2026, buying an estimated $1.05M and bringing the position to 222,832 shares worth $5.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

Envestnet Asset Management first reported a position in SDVD in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6M in Q2 2024. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Envestnet Asset Management held 222,832 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $5.15M as of Q2 2026.
Envestnet Asset Management bought 46,327 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.05M.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2442 holding.
Envestnet Asset Management first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2023 and has held it in 11 quarters since.
Envestnet Asset Management's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $13.6M in Q2 2024.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.