G&S Capital’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

G&S Capital’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	$4.31M	Buy	186,523 +6,744	+4%	+$152K	1.25%	21
2026 Q1	$3.9M	Buy	179,779 +12,302	+7%	+$276K	1.37%	19
2025 Q4	$3.59M	Buy	167,477 +41,757	+33%	+$893K	1.27%	20
2025 Q3	$2.72M	Buy	125,720 +4,805	+4%	+$102K	1%	37
2025 Q2	$2.48M	Buy	120,915 +4,587	+4%	+$90.6K	0.98%	43
2025 Q1	$2.32M	Buy	116,328 +10,729	+10%	+$228K	0.99%	45
2024 Q4	$2.27M	Buy	105,599 +9,468	+10%	+$213K	0.94%	46
2024 Q3	$2.12M	Buy	96,131 +22,537	+31%	+$483K	0.89%	42
2024 Q2	$1.59M	Buy	73,594 +41,475	+129%	+$876K	0.69%	53
2024 Q1	$707K	Buy	32,119 +4,058	+14%	+$84.5K	0.32%	85
2023 Q4	$592K	Buy	+28,061	New	+$533K	0.28%	84

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

G&S Capital's SDVD Position: Q2 2026 in Review

G&S Capital increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 3.8% in Q2 2026, buying an estimated $152K and bringing the position to 186,523 shares worth $4.31M. The position accounts for 1.25% of the portfolio, ranked #21.

G&S Capital first reported a position in SDVD in Q4 2023 and has held it in 11 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

G&S Capital held 186,523 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $4.31M as of Q2 2026.
G&S Capital bought 6,744 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $152K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 1.25% of G&S Capital's portfolio in Q2 2026, its #21 holding.
G&S Capital 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.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on G&S Capital's 13F filing for Q2 2026, filed 10 Jul 2026.