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

First Trust 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	$2.97M	Buy	128,579 +3,274	+3%	+$74K	﹤0.01%	1837
2026 Q1	$2.72M	Sell	125,305 -19,144	-13%	-$430K	﹤0.01%	1784
2025 Q4	$3.1M	Buy	144,449 +20,232	+16%	+$433K	﹤0.01%	1677
2025 Q3	$2.68M	Buy	124,217 +15,887	+15%	+$339K	﹤0.01%	1701
2025 Q2	$2.22M	Buy	108,330 +44,482	+70%	+$879K	﹤0.01%	1766
2025 Q1	$1.28M	Buy	63,848 +30,902	+94%	+$657K	﹤0.01%	1961
2024 Q4	$709K	Buy	+32,946	New	+$743K	﹤0.01%	2151

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

First Trust Advisors's SDVD Position: Q2 2026 in Review

First Trust Advisors increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 2.6% in Q2 2026, buying an estimated $74K and bringing the position to 128,579 shares worth $2.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

First Trust Advisors first reported a position in SDVD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.1M in Q4 2025. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

First Trust Advisors held 128,579 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $2.97M as of Q2 2026.
First Trust Advisors bought 3,274 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $74K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1837 holding.
First Trust Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 7 quarters since.
First Trust Advisors's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $3.1M in Q4 2025.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.