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

Ergawealth 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 Q4	–	Sell	-48,603	Closed	-$1.05M	–	59
2025 Q3	$1.05M	Sell	48,603 -37,172	-43%	-$792K	0.49%	27
2025 Q2	$1.76M	Sell	85,775 -41,938	-33%	-$828K	0.79%	21
2025 Q1	$2.55M	Buy	127,713 +24,811	+24%	+$527K	1.26%	17
2024 Q4	$2.21M	Buy	102,902 +27,320	+36%	+$616K	1.09%	17
2024 Q3	$1.67M	Buy	75,582 +33,781	+81%	+$724K	0.83%	21
2024 Q2	$870K	Buy	41,801 +27,395	+190%	+$579K	0.47%	26
2024 Q1	$317K	Buy	+14,406	New	+$300K	0.17%	47

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

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

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

SCS

Southern Capital Services Daphne, Alabama $156M AUM

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

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

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

KAS

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

Ergawealth Advisors's SDVD Position: Q4 2025 in Review

Ergawealth Advisors sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q4 2025, closing a stake of 48,603 shares — an estimated $1.05M sold.

Ergawealth Advisors first reported a position in SDVD in Q1 2024 and held it in 7 quarters. The position peaked at $2.55M in Q1 2025. 97 funds tracked by Wall St. Rank hold SDVD as of Q4 2025.

Ergawealth Advisors reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q4 2025 after selling out during the quarter.
Ergawealth Advisors sold 48,603 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q4 2025, an estimated $1.05M.
Ergawealth Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2024 and held it in 7 quarters.
Ergawealth Advisors's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $2.55M in Q1 2025.
97 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q4 2025.

Based on Ergawealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.