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

Foundations Investment 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 		$2.04M Buy
88,459
+39,867
+82% +$901K 0.02% 398
2026
Q1 		$1.05M Buy
+48,592
New +$1.09M 0.01% 511

Other funds holding SDVD

LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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

Foundations Investment Advisors's SDVD Position: Q2 2026 in Review

Foundations Investment Advisors increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 82% in Q2 2026, buying an estimated $901K and bringing the position to 88,459 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #398.

Foundations Investment Advisors first reported a position in SDVD in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • Foundations Investment Advisors held 88,459 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $2.04M as of Q2 2026.
  • Foundations Investment Advisors bought 39,867 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $901K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #398 holding.
  • Foundations Investment Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2026 and has held it in 2 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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.